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…

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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…

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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…

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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…

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What Do Above Average and High Inflationary Periods Mean for Equities?

Good afternoon, instead of contemplating how persistent and enduring inflationary pressures in the economy are or aren’t, I thought I’d provide some perspective on what above average and high inflationary periods have meant for equities historically.  Separate from the inflation conversation and what it could mean for equities, I think it’s important to level-set expectations for expected returns in traditional…

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Krilogy Weekly Market Recap 112921

Weekly Market Recap | November 28, 2021

Market in Review Equity Markets: The holiday-shortened week did not lack volatility. On Friday, the story line focused on the new COVID-19 variant, now named Omicron. Early reports suggest this could be more contagious due to mutations. The market reacted quickly with the VIX (a common read on investors risk appetite) spiking over 50% on Friday and all major indices…

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Is Today’s Stock Market Expensive?

Many of our clients ask if the stock market is too expensive today. By many measures as shown on the following chart, courtesy of Charles Schwab and The Leuthold Group, it would appear to be the case at first glance. Valuation metrics such as Price to book value, Price to cash flow, Schiller’s CAPE ratio, and current and forward PE…

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Ryan Powers

6 Common Retirement Mistakes and How to Avoid Them

Preparing for retirement can be one of the most exciting and nervous times of your life. This is the time to celebrate all of your professional accomplishments while also making sure you are adequately prepared for this next chapter of life. Throughout my career as a financial professional, I have helped numerous people design and implement wonderful retirement plans. I…

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Krilogy Financial

Investment Committee Report | October 2021

Strong Corporate Earnings and a Resilient Recovery Power Stocks to New Highs The S&P 500 hit new all-time highs again in the third quarter as investors looked past a resurgence of COVID-19 cases in the U.S. and instead focused on the positive combination of a resilient economic recovery, ongoing historic support from the Federal Reserve, and strong corporate earnings. Market…

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Changing jobs? Consider these 7 things during your transition.

It’s no secret that people are on the move. A poll conducted earlier this year on behalf of Fast Company indicated that the majority of U.S. workers are considering a job change. Moving to a new opportunity at a new employer can be an exciting time. It can also be a stressful time. Here are seven things to consider when…

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