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Blog Articles Archives - Krilogy | Wealth Management and Financial Planning
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March 2025 Market Memo

With respect to financial markets, March has certainly come in like a lion and while no one definitively knows whether it goes out like a lamb, history is on our side in thinking most of the worst is behind us. We’ve just gone through a 20-day period in the stock market that has represented the 5th fastest 10% decline since…

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Weekly Market Recap | March 10, 2025

Week in Review Equity Markets: The S&P 500 finished the week down 3.06%, bringing the index’s 2025 return into negative territory. The Dow Jones is the lone index still in the green for the year, up 0.91%. The NASDAQ is down 5.66% year-to-date, and the S&P 500 is down 1.66%. Investors have taken a more defensive stance thus far in…

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Using the “Erase and Replace” Strategy with IRA Rollovers to Manage Tax Withholding | Krilogy Tax Services

Tax planning often involves finding creative ways to meet IRS requirements while optimizing cash flow. One strategy that can achieve both goals is the “erase and replace” approach, where a taxpayer uses their once-a-year IRA rollover to withhold taxes and redeposit the full amount back into their IRA; this method not only satisfies tax obligations but also takes advantage of…

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Weekly Market Recap | February 25, 2025

Week in Review Equity Markets: The markets ended the week on a negative note following the disappointing reading from the University of Michigan Consumer Sentiment Index. The S&P 500 fell 1.71% and the Dow had its worst day so far this year, falling more than 700 points closing down 1.69%. Prior to the sell-off to close the week the markets…

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Weekly Market Recap | February 18, 2025

Week in Review Equity Markets: The S&P 500 snapped a two-week skid last week and ended the week up 1.52%. The NASDAQ was the top-performing market, finishing up 2.6% as investors shifted to more risk-on positioning1. After two years, investors have favored “value” so far in 2025. The Russell 1000 Value Index is up 5.12% year-to-date, while its growth counterpart…

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Quarterly Market Newsletter | January 2025

Q4 2024 Review The S&P 500 finished its second consecutive year returning greater than 20%. This feat marks a rare occurrence, which has only occurred four times since 1900[1]. The S&P 500 finished the year up nearly 25%, and once again was outpaced by the NASDAQ which finished up 29.6%. The Dow Jones Industrial Average lagged the other major indices,…

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Year-End Tax Planning Tips for 2024: What to Consider Before December 31st

As the year draws to a close, it’s an opportune time to assess your tax situation and identify strategies that could reduce your tax burden. The Krilogy Tax team has compiled a list of key planning strategies for clients to consider as 2024 winds down. Roth IRA Conversions Pre-tax retirement accounts can be a ticking time bomb, as their future…

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Exploring 529 to Roth IRA Rollovers Key Considerations and Benefits

Saving for education expenses is a priority for many families, and 529 plans can be valuable tools in achieving this goal. A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education costs; primarily intended for higher education expenses, these plans can also be used for K-12 tuition costs in most states. The funds in a…

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Quarterly Market Newsletter | October 2024

Q3 2024 Review Equity Market The market had a rough patch at the beginning of the quarter which saw the S&P 500 fall nearly 10% but rallied to end the quarter positive. The S&P 500 ended the quarter up 5.9%. Market breadth improved and investors saw greater participation outside of mega-cap Tech. The NASDAQ finished the quarter up only 2.8%…

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Weekly Market Recap | September 23, 2024

Week in Review Equity Markets: The markets rallied last week following the rate cut from the Federal Reserve. The S&P 500 hit a new all-time high on Thursday reaching 5,733. The S&P 500 finished the week up 1.39%. The Dow Jones broke 42,000 for the first time on Wednesday and finished up 1.67%. The NASDAQ still sits 4% below its…

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