Nathan Holt

Getting Your Finances on Track after a Divorce

The process of divorce brings out a full range of emotions, from shock and anger to fear and uncertainty. The legal proceedings, compromises and settlements to be made can lead to a lack of confidence and vision for the future. Once the decree is finalized, one may not know what to do next, or who to turn to for financial…

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Krilogy Financial

IA Department News – August 2015

As we work our way through the third quarter of 2015, the S&P 500 has traded in a fairly tight, yet volatile range, leaving us more hopeful that focus can shift back to what appear to be pretty decent fundamentals during the second half. The lack of breakout on the S&P 500 thus far, only up 1.23% after the second…

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Pat O'Brien

What’s the Difference between a Financial Planner and a Wealth Manager?

In the financial services industry, there are many terms used to describe the professionals who help you with your investments. Over the course of my career, I’ve heard them all used interchangeably and what I’ve realized is that most investors don’t know the differences that exist among the various titles and certifications. The two that I see used the most…

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Michael Brown

Why Gen X is Unprepared for Retirement, and What We Can Do About It

It’s been reported that $30 trillion will be transferred over the next 20 years from the Boomers to Generation X. While that number represents a staggering transfer of wealth, it also begs the question: Is Generation X properly planning for their financial future, regardless of whether they stand to receive any amount of wealth from their parents? In full disclosure,…

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Bill Pohrer

Start Talking About Your Money

The public is exposed to a daily barrage of messages about money, investing and retirement planning. These range from news stories about the future of social security, commercials about how long you may live and ongoing commentary about potential market impacts resulting from troubles overseas. Yet with all this chatter, a recent Fidelity survey as discussed in The Philadelphia Inquirer…

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John McArthur

How Different Are Today’s 401k Plans from the 1980s?

As it turns out, today’s 401k plans are very different from the original version that was rolled out in the 1980s. Krilogy Senior Partner and Chief Investment Officer, John McArthur, recently provided his commentary for a story in Fiduciary News, an outlet covering news and information for the professional fiduciary. The article, titled “5 Dramatic Ways 21st Century 401k Plans…

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Krilogy Financial

Investment Committee & IA Report – May 2015

As we march through the second quarter of the year, we are continuing to see heightened market volatility with an eye toward the timing of the Federal Reserve’s interest rate lift-off, along with focus on corporate earnings. Thus far in earnings season, we’re seeing roughly three-fourths of the S&P 500 companies beating estimates on bottom-line earnings with less than 50%…

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Krilogy Financial

Investment Committee & IA Report – March 2015

Despite having three full calendar years without a 10% correction in the S&P 500, volatility appears to be on the rise. Krilogy has the systems and team in place to actively manage this volatility for clients and keep portfolios allocated to their appropriate risk tolerance. Portfolio Stress-Testing All Krilogy Portfolio Models undergo forward-looking stress testing as part of our ongoing…

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Krilogy Financial

Investment Committee & IA Report – November 2014

The markets continue to be very active, with many recent ups and downs. Krilogy is actively managing this volatility for clients: Portfolio Stress-Testing: All Krilogy Portfolio Models undergo forward-looking stress testing as part of our ongoing due diligence. Many risk scenarios have made headlines recently and our stress testing process provides Krilogy’s Investment Committee and your Krilogy advisor with analytical…

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