Krilogy Financial

Investment Committee & IA Department Report, 2019 Volume One

Market Correction: What Happened and What’s Next This is an environment requiring vigilance. While we expect volatility to continue near-term, it is important to remember that the last two episodes of similar volatility, 2011 and 2015-2016, proved to be long-term buying opportunities. A decade of consecutive, positive annual S&P 500 returns ended in 2018. In the final three months of…

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Charles Schulz

Why Year-End Planning in 2018 is More Important Than Ever

2018 has proven to be a year unlike many others as the United States experienced the biggest tax law overhaul in decades with the Tax Cuts and Jobs Act (TCJA). Much has been written about the implications for the average taxpayer, and we at Krilogy Financial® and Krilogy® Tax Services have been advising clients on issues such as charitable giving…

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Krilogy Financial

Investment Committee & IA Department Report, 2018 Volume Three

Positive Fundamentals Overcome Trade Uncertainty in Q3 The third quarter was the best-performing quarter for markets so far this year as the major U.S. stock indices each hit new all-time highs. The broad market gains were driven by strong economic data, solid earnings growth and improved clarity on global trade. Interestingly, those positive factors were often overlooked as news headlines…

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Kristin Poole

Impact Investing: Aligning Values with Investments

With the recent ad campaign that highlights Colin Kaepernick, we can see a continuing pattern of large corporations’ increasing involvement in social issues. In 2017 we saw Audi’s Super Bowl commercial in support of equal pay for women; in ’16, Target’s decision to offer transgender-inclusive bathroom access in all its stores; in ’15, Chick-fil-A’s stance against catering for a same-sex…

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Matt Mercer

Veterans: You May Be Eligible for a Tax Refund

If you’re one of the 130,000 combat-injured veterans whose disability severance pay was taxed between 1991 and 2016, a recent letter from the Department of Defense could be informing you that you may be eligible for a refund. This is the result of the Combat-Injured Veterans Tax Fairness Act of 2016 which allows veterans the opportunity to file an amendment…

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Krilogy Financial

Investment Committee & IA Department News, 2018 Volume Two

Strong Earnings Mixed with Trade Conflict Concerns Markets remained volatile in the second quarter of 2018, as a series of political and geopolitical events caused temporary pullbacks in stocks. But in contrast to the first quarter, U.S. economic growth and corporate earnings reminded investors of still-strong economic and market fundamentals. Subsequently, the major U.S. stock indexes were able to finish…

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Krilogy Financial

The Push-Pull Between Strong Earnings and Higher Rates – 2018 Volume One

It’s hard denying that 2017 was a record-setting year for the S&P 500 from various perspectives. Of note, every month experienced a positive return for the first time since 1928. Not only was this historic feat accomplished in the face of what seemed to be plenty of headline risk, but it was done so with historically low volatility. Specifically, the…

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Krilogy Financial

Investment Committee & IA Department News – 4th Quarter 2017

Late Cycle “Reflation” and What it Means Last quarter we speculated as to whether or not corporate earnings would play catch up or if the gap between the price of the S&P 500 and the Earnings Per Share (EPS) growth for the S&P 500 would continue to widen. Well, given the continued resilience of the stock market, the gap has…

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Krilogy Financial

Investment Committee & IA Department News – 3rd Quarter 2017

Stocks vs. Bonds and What Matters Most We continue to find ourselves in the second longest bull market since World War II and the second most expensive in the same period.2 However, that doesn’t mean it can’t last, as it’s also been one of the slowest bull markets, from a growth perspective. There has been plenty of discussion in the…

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