Year-End Tax Planning Strategies

The year is quickly wrapping up, but there is still time to review your tax situation and identify opportunities that may reduce your tax obligation. The Krilogy Tax team has assembled a list of timely planning ideas for clients’ consideration at year-end. 1. Roth IRA conversions Pre-tax retirement accounts are a ticking time bomb, because their future tax liability grows…

Read More→

Tax Planning in an Election Year and Uncertainty

In the past 50 years, there has been major tax overhaul about every decade. If you were born before 1980 you might remember the highest tax rate was 70%! However, in the last few years we have seen three of the most substantial tax changes in recent history: The Tax Cuts and Jobs Act (TCJA) of 2017, the Setting Every…

Read More→

Kent Skornia

Write it Down, and It Becomes Reality

Do you remember your Christmas list as a child? The extraordinary gifts? The barbie doll, bicycle, video game or a particular clothing item? Remember how much you wanted that gift? You obsessed over the present. Was I good enough? Did Santa get my letter? There was a deadline, and you would know on Christmas day if you would receive the…

Read More→

Krilogy Quarterly Insights Quarter 3 2020

Quarterly Insights | October 2020

A Historic Market Recovery We hope this letter finds you safe and healthy during these still-unprecedented times. 2020 continued to be one of the most unpredictable years in memory. Markets rose to new all-time highs in the third quarter despite a resurgence in coronavirus cases. Stocks rallied thanks to a combination of even more accommodative Fed policy, hopes for a…

Read More→

Quarterly Insights | July 2020

A Historic First Half of 2020 We hope this letter finds you safe and healthy during these unprecedented times. Markets staged a historic rebound in the second quarter driven by an initial peak in the growth of coronavirus infections in April, economic reopenings across the United States and the rest of the world, hopes for a COVID-19 vaccine, and continued…

Read More→

Paycheck Protection Program Flexibility Act of 2020

Developed as a bi-partisan effort in Congress, the Paycheck Protection Program Flexibility Act (PPPFA) was signed into law on June 5, 2020. This law implements substantial loosening of restrictions on forgiveness of Paycheck Protection Program Loans offered by the Small Business Association (SBA) as part of the CARES Act Congress signed into law on March 27, 2020. Krilogy’s Wealth Intelligence…

Read More→

Stock Market Rallying

Why is the Stock Market Rallying?

Many investors are understandably confused by the strength of the stock market’s rebound amid so much terrible news about the coronavirus and the downturn in the economy. Consider that as of May 11, 2020 the World Health Organization reported more than 4 million confirmed coronavirus cases worldwide and nearly 279,000 deaths.1 On that same date the Centers for Disease Control…

Read More→

Quarterly Insights | April 2020

Investors Endure Historic Volatility in the First Quarter First and foremost, we hope this letter finds you, your family and loved ones healthy and safe. Market volatility surged in the first quarter to levels last seen more than a decade ago during the 2008 financial crisis. The COVID-19 pandemic swept the globe and prompted the partial shutdown of most major…

Read More→

Investment Committee Report | April 2020

When Disaster Strikes

On April 14, 1912, just before midnight, the British passenger liner RMS Titanic hit an iceberg. Within a few hours, the ship thought to be unsinkable lay at the bottom of the North Atlantic. About 710 people survived the experience, while at least 1,500 lost their lives. If you asked most people today what caused the Titanic disaster, they might…

Read More→

Kristin Poole

The Real Danger of Timing the Market?

Missing Any One of the Ten Best Days! Let’s define “timing the market” as temporarily moving a large portion of equity investments into cash (or fixed income) with the intent of moving back to equities at a time of greater perceived stability. Selling out of the market is typically a cautionary reaction to an expected market decline, or worse, a…

Read More→