Weekly Market Recap | August 29, 2022

Week in Review Equity Markets: As anticipated, the past week’s move was going to rely on the outcome of the Fed’s Jackson Hole Symposium. Although the narrative was not negative, it did not put investors’ minds at ease. The S&P fell over 3% on Friday, ending the week down 4%. The market bounced off the mid-June lows in ferocious fashion…

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Weekly Market Recap | August 22, 2022

Week in Review Equity Markets: The S&P snapped its four-week winning streak; ending down 1.2%. After starting the week in strong form; the market struggled following the release of the FOMC meeting minutes and weakening economic data. There has been a ~16% rally from the mid-June lows. The strength of the rally lessened last week and it appeared investors did…

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Why do I still owe taxes?

There can be many answers to this question, but for the vast majority of U.S. tax filers paid as W-2 employees, the likely culprit is the under withholding of taxes. There are several things that may occur during the year that can lead to a shortfall of tax withholding. Because of this possibility, we encourage you to review your W-4…

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Weekly Market Recap | August 15, 2022

Week in Review Equity Markets: The S&P stretched its winning streak to four weeks, finishing the week up 3.3%. A cooled inflation report helped propel the markets higher. If inflation is in fact slowing, the market expects the Fed to ease the rate hikes. 455 out of the 500 S&P companies have reported earnings thus far. 75% of companies have…

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Should I max out my 401(k) while the market is down?

A frequent question I hear from clients and prospects is whether or not to put extra money into the 401(k) while the stock market is down. Three key questions can help you navigate this idea. Question 1: What is your emotional outlook? We need to be realistic with ourselves and our emotions surrounding money and investing. Mathematically we “know” that…

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Weekly Market Recap | August 8, 2022

Week in Review Equity Markets: The S&P ended the week essentially flat, up just 0.4%. Growth stocks outperformed their value counterparts, and the NASDAQ finished the week up 2.2%. The recent equity market surge is likely attributed to strong quarterly earnings results and the hope that the Fed will slow its tightening cycle amidst softening economic numbers. So far 87%…

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July 2022 Krilogy Market Perspective Video Web

Market Perspective Video | July 2022

Krilogy’s Kent Skornia (CEO) and John McArthur (CIO) assess the current investing environment. Earnings, inflation and a tightening monetary policy alongside an economic slowdown, point towards a potential Recession. They explore portfolio strategy and considerations beyond publicly traded stock and bonds. Important Disclosures

Weekly Market Recap | August 1, 2022

Week in Review Equity Markets: The market had a strong rally last week despite more weakening data, with the S&P ending the week up over 4%. Last week was a perfect example of better or worse – it was neither good nor bad, with respect to data. Earnings season has been less than stellar when looking at the past decade…

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Quarterly Insights | July 2022

High Inflation and Rising Interest Rates Result in the Worst S&P 500 Performance in Decades The S&P 500 continued to decline in the second quarter, hitting the lowest level since December 2020 as continued high inflation, sharp increases in interest rates, rising recession risks, and ongoing geopolitical unrest pressured stocks and other assets. After a rebound in March, the S&P…

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Weekly Market Recap | July 25, 2022

Week in Review Equity Markets: Despite the nearly 1% reversal by the S&P 500 on Friday, the index finished the week solidly in the green. The index was up 2.6% for the week. Growth stocks were favored this week as yields declined and the NASDAQ finished the week up by 3.3%. The NASDAQ still lags year-to-date, down nearly 25%. The…

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