Weekly Market Recap | May 21, 2024

Week in Review Equity Markets: Last week saw all major indices hit new record highs. On Wednesday, the S&P 500 reached 5,325 and the Dow topped the 40,000 level for the first time. The Russell 1000 Growth Index extended its year-to-date gain to 13.34%, well above its value counterpart’s return of 8.95%. Emerging markets were the top performer last week,…

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Weekly Market Recap | May 6, 2024

Week in Review Equity Markets: The S&P 500 extended its winning streak to two weeks following strong earnings reports and a moderating labor market. The S&P 500 finished the week up 0.56%. The style trend swung back to Large-Cap Growth last week. The Russell 1000 Growth finished the week up 1.02% while its value counterpart was essentially flat for the…

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Weekly Market Recap | April 29, 2024

Week in Review Equity Markets: The S&P 500 reversed the recent trend and finished the week positive for the first time in three weeks. The index finished up 2.68% behind strong tech earnings and a tech rally late in the week. The NASDAQ finished the week up 4.23%. The spread between large-cap growth and large-cap value remains but is narrowing….

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Elk Advisory Merges with Krilogy’s (K) Plans Employer-Sponsored Retirement Plans Advisory Firm

  (K) Plans, a d/b/a of Krilogy specializing in employer-sponsored retirement plans, has announced the addition of Elk Advisory Group. As a result of the merger, Matt Ott has been named President of (K) Plans, leading the team of advisors who manage $500 million in assets and serve 7,500 plan participants. (K) Plans was formed by Krilogy in 2022 to…

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Quarterly Market Newsletter | April 2024

Q1 2024 Review Following a year of narrow breadth in the market, where only a few companies in the S&P 500 drove the majority of the index’s return, the first quarter saw breadth expand. The S&P 500 finished the quarter up 10.56%, outpacing the NASDAQ’s 9.3% return[1]. The Russell 1000 Growth finished the quarter up 11.41%, continuing its leadership relative…

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Weekly Market Recap | April 8, 2024

Week in Review Equity Markets: The S&P 500 slowed in the first trading week of the new quarter. The index ended the week down 0.93% following a broad sell-off on Thursday. The Russell 1000 Growth fared better than its Value counterpart, ending the week only down 0.67% and 1.33% respectively1. A rally in commodities, specifically oil, which saw WTI Oil…

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Weekly Market Recap | April 1, 2024

Week in Review Equity Markets: The S&P 500 posted a modest gain of 0.4% for the week but closed the week at a new high of 5,254. The S&P finished the first quarter up 10.2%, its strongest first quarter performance since 20191. The style gap narrowed as the quarter went along. The Russell 1000 Growth finished the quarter up 11.41%…

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Weekly Market Recap | March 11, 2024

Week in Review Equity Markets: The S&P 500 finished the week fractionally lower at -0.23% as recent winners dragged the market lower. The Russell 1000 Growth finished the week down 1.27% while its value counterpart finished the week in the green by 1.12%1. Small caps also reversed the recent trend with the Russell 2000 finishing the week up 0.34%. 99%…

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Weekly Market Recap | March 4, 2024

Week in Review Equity Markets: The major indices continued their march higher. The S&P 500 finished the week up 0.99%, moving its year-to-date return to 7.97% through the first two months of the year. The NASDAQ rose 1.76 for the week and on Thursday surpassed its previous record high from November 2021. Growth continues to be favored over value as…

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InvestmentNews Names Krilogy® Among the Best Places to Work for Financial Advisors

Once again this year, Krilogy® has earned a spot on the InvestmentNews list of the Best Places to Work for Financial Advisors. This is the firm’s third appearance on the list in recent years. “We established Krilogy® in 2009 to be different from other wealth management firms, focusing on building a culture that people would want to be part of,”…

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