Krilogy Financial

February Market Perspective

Good afternoon, with minimal financial market volatility in 2021, it’s evident the pendulum has swung in the opposite direction here in early 2022. I’d like to zoom out and paint the picture as to why things aren’t as bad as perhaps perceived and to help explain some possible causes of this market turbulence. This first chart is a view of…

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Weekly Market Recap | February 22, 2022

Week in Review Equity Markets: The market ended the week down 1.6%. Adding to the heightened volatility we have seen this year from inflation and new Fed policy, a new factor has entered investors’ minds. The Russia-Ukraine conflict has the market on edge as an escalation appears imminent. It is important to note that geopolitical events have been handled well…

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Top Ten Common Mistakes to Avoid as You Prepare for Tax Season

The Krilogy® Tax team is gearing up for another successful tax season, and we want to help you feel as confident and prepared as possible. As we kick off the season, we wanted to share a few common tax mistakes that we have come across recently to help you avoid doing the same before you file your 2021 tax return….

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Weekly Market Recap | February 14, 2022

Week in Review Equity Markets: The S&P 500 ended the week down 1.8%, influenced by a higher-than-expected CPI reading and geopolitical concerns with the situation in Ukraine. The markets started off strong the first 2 days of the week, looking to continue its string of strength the past few weeks. The hot CPI led investors to shift their focus to…

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Weekly Market Recap | February 7, 2022

Week in Review Equity Markets: The S&P 500 ended the volatile month of January down 5.3%. Growth sectors were the hardest hit as investors digest the higher rate environment and the impacts it may have on these recently extended sectors. Consumer discretionary was the worst of S&P 500 sectors, down 9.7%. The NASDAQ ended January down 9%. We are halfway…

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Weekly Market Recap | January 30, 2022

Week in Review Equity Markets: It was a wild week in the markets. All three major indices broke their losing streak and ended the week positive. The S&P finished the week up 0.8%. At different points throughout the week, the S&P was in a correction, defined as down 10% from its recent high. The S&P finished the week down 7%…

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Weekly Market Recap | January 23, 2022

Week in Review Equity Markets: Stocks struggled for the third week in a row while the market gets acclimated to the new environment. Fed policy and rates are on the top of most investors’ minds. We saw fear expressed in a VIX spike of more than 50% last week. The VIX is a volatility measure of investors’ short-term expectations for…

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Krilogy Financial

January Market Perspective

As 2022 is underway, I’d like to detail a few market cross-currents that will likely have influence over the course of the year. A few of these factors include the inflation dynamic, consumer spending, corporate profit margins, and Fed Policy. With the recent Consumer Price Index print of 7% YOY, it’s fair to say the Fed has underestimated inflation, relative…

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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….

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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…

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