Weekly Market Recap | January 17, 2022

Week in Review Equity Markets: All major equity markets were in the red again this week. The S&P 500 ended the week down 0.3% and now, down 2.2% for the year. Technology and consumer discretionary stocks showed some signs of life early in the week, but the NASDAQ ended the week down 0.3%, and down 4.8% so far this year….

Read More→

Weekly Market Recap | January 9, 2022

Week in Review Equity Markets: The markets started off the new year in the red. The S&P 500 was down 1.8% as we saw a strong rotation back into value and cyclical stocks. Mega cap growth and technology had another rough week. The Nasdaq was down ~4.5% for the week. A spike in interest rates was the major driver for…

Read More→

Quarterly Insights | January 2022

Earnings, Economic Growth and Vaccines Push Stocks to New Records in 2021 Stocks overcame numerous headwinds during the past three months, including a resurgence in COVID cases, the Federal Reserve moving aggressively to end the current QE program, and a lack of additional stimulus from Washington, to hit new all-time highs in the fourth quarter and produce very strong returns…

Read More→

Weekly Market Recap | January 2, 2022

Market in Review Equity Markets: Once again, Mega-Cap and Tech stocks lagged their counterparts. The NASDAQ was essentially flat, down 0.1%; while the S&P 500 was up 0.9% to close out the final trading week of the year. T. Rowe Price Traders noted trading volume was less than half of recent weeks. It appears many investors sat out the final…

Read More→

Weekly Market Recap | December 26, 2021

Market in Review Equity Markets: The S&P 500 ended the shortened trading week up 2.3%. The highlight of the week was the strength in the NASDAQ; which outperformed the other major indices. Investors rotated back into the growth stocks after weeks of lagging. Volatility is still heightened as the world watches the Omicron variant’s impact, if any, on the world…

Read More→

Weekly Market Recap | December 19, 2021

Market in Review Equity Markets: The week was choppy and saw growth stocks take a hard hit. The S&P 500 ended the week down 1.9%, while the NASDAQ was down 2.9%. Concern around inflation and related Fed policy led to the downside. Omicron is still being watched by the markets and on Friday, New York saw its highest single-day reporting…

Read More→

Home for the holidays? Your adult children need estate planning documents.

It’s December 23rd; your 18-year-old daughter is a college freshman attending school out of state. You haven’t seen her since the semester started and are counting the minutes until she arrives home for the holidays. Then you receive the news from her carpooling companion that she has been in a serious auto accident. You race to the hospital, but when…

Read More→

Weekly Market Recap | December 12, 2021

Market in Review Equity Markets: After two weeks of down markets, the S&P 500 pulled off a solid week, ending up just under 4%. While most indices reached new all-time highs, the VIX tumbled ~33%. The VIX is a daily gauge that measures investors’ expectations for market volatility. After the first week of data on Omicron, it is believed to…

Read More→

Qualified Charitable Distributions

At Krilogy, we work with clients through all phases of their retirement planning, investment strategies, and tax strategies. A key point in this journey occurs when a client reaches 72 years old, the age at which they must begin taking Required Minimum Distributions (“RMD”) from their retirement accounts. However, in some cases the individual may not want or need this…

Read More→

Weekly Market Recap | December 5, 2021

Market in Review Equity Markets: The theme for last week was uncertainty. Uncertainty led to a volatile week of trading for all markets that saw the S&P 500 trade 1% or more in both the green and red on multiple occasions. Uncertainty is the markets’ worst nightmare; this leads to the volatile whipsawing we saw last week. The Omicron variant…

Read More→