How to Survive a Pandemic – An Investor’s Guide

There is so much we do not know or understand about the coronavirus COVID-19 and its impact on the economy and financial markets. We don’t know the severity and spread of the pandemic We don’t know how long social-distancing measures will be in place We don’t know how these measures will impact the economy We don’t know if the policy…

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We Will Persevere | Maintaining Perspective in Times of Crisis

At the time of this writing, the tragic spread of the coronavirus (COVID-19) continues to upend life in the United States and around the world.  Millions have been ordered to stay home, and businesses have been shuttered.  Obviously, financial matters are not a priority at a time like this.  This is a very difficult and challenging time for us all….

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Krilogy Markets and Business Operations Update

After every crisis we’ve faced as a nation, the market and economy have rebounded, ultimately rewarding long-term investors for their discipline and patience over time. Learn more about Krilogy’s investment philosophy and the high level of accessibility and communication present in our remote workforce on today’s Krilogy Market Update with President and CEO Kent Skornia.

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Successfully Manage Your Company-Sponsored Retirement Plan RFP

If you are a business owner or an HR professional, you know the letters RFP all too well. You may find yourself faced with the need to prepare RFPs, requests for proposals, for a number of things related to the business, including your company-sponsored retirement plan. While the letters mean the same thing for any product or service you’re looking…

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7 Things the CEO of a Billion Dollar Investment Firm Does with his Personal Portfolio When the Market Drops 1,000 Points

It’s February 24, 2020, and the Dow Jones Industrial Average just dropped a little over 1,000 points. The coronavirus scare has created a worry in the financial markets that global growth will begin to slow. Someone asked me: “What do you do with your portfolio when the markets drop suddenly?” It’s a powerful question. You don’t have to be a…

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Divorce Financial Planning: What to Do Before, During and After a Divorce

Divorce is one of the most emotional events a person can face in his or her lifetime. There are periods of grieving, anger, fear, and insecurity. Regardless of how amicable the split may be, the parties involved experience pain which can lead to decisions based on emotion rather than an informed process. This can be dangerous to a person’s financial…

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Investment Committee and Investment Advisory Department Report, 2019 Volume Four

Markets Resilient For Third Straight Quarter The steady gains of early 2019 are more variable now. U.S.-China trade war uncertainty, and a lack of clarity on interest rate policy, caused a sharp increase in volatility mid-quarter. Even so, the S&P 500 remained resilient and finished close to the all-time highs of late July. 3rd Quarter Performance Review Markets showed impressive…

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Matt Mercer

How do the new tax laws affect my 529 plan?

Quality education is something worth saving for, so why not use a plan that offers incredible income tax breaks? 529 plans can be used for college savings and prepaid tuition plans and are a great option for either saving for yourself or your child. However, it’s important to understand how new tax laws affect the rules for 529 plans. What…

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Krilogy Financial

Investment Committee and Investment Advisory Department Report, 2019 Volume Three

Volatility Has Returned, Yet Markets Have Been Resilient The steady gains of early 2019 are more variable now. After a strong first quarter historically-typical volatility has returned, driven by uncertainty. U.S.-China trade relations, the Federal Reserve’s interest rate policy and the state of the world’s economies caused a May pullback of more than 6% in the S&P 500. Stocks broadly…

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Charles Schulz

Growing Your Business Beyond its First Three Years

My last article touched on financial considerations for business owners surviving their first three years in business. In the piece, I pointed out a few important areas of focus: growth, monitoring financial statements, managing debt, learning income trends, keeping cash on hand, and holding the appropriate types of insurance as a few items that should be on the radar screen…

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