Krilogy Financial

Investment Committee & IA Department News, 2018 Volume Two

Strong Earnings Mixed with Trade Conflict Concerns Markets remained volatile in the second quarter of 2018, as a series of political and geopolitical events caused temporary pullbacks in stocks. But in contrast to the first quarter, U.S. economic growth and corporate earnings reminded investors of still-strong economic and market fundamentals. Subsequently, the major U.S. stock indexes were able to finish…

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Duo Mutt Strut

2018 Gateway Dragon Boat Festival & Duo Mutt Strutt, 2018 Volume Two

The Krilogy team has been busy in the community this year, supporting great local non-profits and a variety of causes. Just two examples of this commitment to service include the annual Dragon Boat Festival and the Duo Mutt Strutt. For the fifth year, the Krilogy team “Wake My Day” competed in the boat races that are an exciting part of…

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Krilogy Financial

Financial Advisor, Michael Barbercheck, Joins the Growing Krilogy Team, 2018 Volume Two

The Krilogy team continues to grow with the addition of Financial Advisor Michael Barbercheck, who will work in Krilogy’s Creve Coeur office. He comes to Krilogy with the mission of providing clients with comprehensive service and commitment to teamwork. Barbercheck joins the firm with a background in customer service and degree from St. Louis University. He chose to begin his…

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Krilogy Financial® Named to the 2018 Financial Times 300 Top Registered Investment Advisors

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisors. The list surveys Registered Investment Advisors (RIAs) and recognizes top independent RIA firms from across the United States. Krilogy applied for consideration, having met a minimum set…

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Drew Forrester

Krilogy’s Andrew T. Forrester Earns CFP® Designation

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Financial Advisor Andrew Forrester has earned his CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards. Forrester is the tenth member of the Krilogy team of advisors to receive this designation. With a background as…

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Michael Barbercheck

Krilogy Financial® Welcomes Financial Advisor Michael Barbercheck to the Firm

Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, recently added Michael Barbercheck to the team as a financial advisor. Barbercheck will focus on leveraging Krilogy’s independence, teamwork and investment platform to help meet specific client objectives in managing their wealth. “Michael comes to Krilogy with a background in customer service and demonstrates an inherent…

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Krilogy Financial

The Push-Pull Between Strong Earnings and Higher Rates – 2018 Volume One

It’s hard denying that 2017 was a record-setting year for the S&P 500 from various perspectives. Of note, every month experienced a positive return for the first time since 1928. Not only was this historic feat accomplished in the face of what seemed to be plenty of headline risk, but it was done so with historically low volatility. Specifically, the…

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Charles Schulz

Advisor Spotlight: Charles P. Schulz AIF® – 2018 Volume One

Dedication, Abundance and Leadership are core values that advisors at Krilogy live by, which is made apparent by the commitment and support the team give each other. These values are exceptionally clear in Financial Advisor, Charles Schulz. I first met Charles at Mizzou while speaking with soon-to-be-graduates about career opportunities. He was responsible for making sure fellow students were on…

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Dueling for Lincoln

2018 Krilogy Cares Partner – Dueling for Lincoln

Watching someone you love suffer from severe illnesses and genetic disorders is traumatic and heartbreaking. Families going through these situations need support and hope for treatments that will give their loved one a chance. The 2018 Krilogy Cares partner, Dueling for Lincoln, was founded to help support families experiencing such tragedies. The organization was created by Matt Mercer, Krilogy Tax…

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Krilogy Financial

Krilogy Launches Tax Services Division – 2018 Volume One

Krilogy Financial® has announced the formation of a separate but affiliated tax preparation and planning company, Krilogy Tax Services, LLC. Krilogy Tax Services features a team of CPAs focused on tax preparation and filing, and developing strategies with Krilogy advisors to create the most effective tax plans for clients. “Taxes play a significant role in a client’s overall wealth management…

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