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Our latest insights

Explore timely insights on the events, trends and changes that could impact your wealth and the decisions you make.

OCT 26, 2026 8 MIN READ
Access Is the Easy Part: Private Markets Now Demand Acumen Blog Articles

Access Is the Easy Part: Private Markets Now Demand Acumen

Every generation of investors has a defining story. For one it was the internet and the dot-com bubble that followed. For the next it was the housing boom that ended in the financial crisis of 2007-2008. This generation’s story is artificial intelligence, and its most revealing chapter is being written in private markets. When SpaceX […]

John McArthur By: John McArthur
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OCT 26, 2026 5 MIN READ
Weekly Market Recap | October 26, 2026 Blog Articles

Weekly Market Recap | October 26, 2026

Week in Review Equity Markets Volatile conditions defined this past week as the broader markets saw both rallies and retreats. The S&P 500 Index ended last week down (-0.46%). While the Dow Jones Industrial Average ended last week with a positive 0.42% gain, the Nasdaq fell back by (-0.71%).1 The Forward 12-Month Price/Earnings Ratio for […]

Krilogy By: Krilogy
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OCT 19, 2026 5 MIN READ
Weekly Market Recap | October 19, 2026 Blog Articles

Weekly Market Recap | October 19, 2026

Week in Review Equity Markets US markets delivered mixed performance last week amidst heavy negativity related to Artificial Intelligence. The S&P 500 Index generated a weekly decline of (-1.94%). And while the Dow Jones Industrial Average posted a gain of 0.67% last week, the Nasdaq retreated (-4.48%). The Nasdaq is now 5% below its all-time […]

Krilogy By: Krilogy
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OCT 12, 2026 5 MIN READ
Weekly Market Recap | October 12, 2026 Blog Articles

Weekly Market Recap | October 12, 2026

Week in Review Equity Markets It was a positive week for the markets with certain indices for large cap stocks at or near record highs. The S&P 500 Index recorded 1.17% growth last week. Meanwhile, the Dow Jones Industrial Average gained 0.96%, and the Nasdaq rose by 0.65%.1 The Forward 12-Month Price/Earnings Ratio stands at […]

Krilogy By: Krilogy
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OCT 8, 2026 18 MIN READ
Quarterly Market Newsletter: Q3 2026 Review and Q4 2026 Outlook Blog Articles

Quarterly Market Newsletter: Q3 2026 Review and Q4 2026 Outlook

Q3 2026 at a Glance +2.3% S&P 500, Q3 total return 5.29% 10-year Treasury, quarter-end yield +25 bps Fed rate hike, first in three years 19.0x S&P 500 forward P/E What We’re Watching Stocks consolidated, mostly beneath the surface of the index. The S&P 500 returned 2.3% after a 15.2% second quarter, as the AI […]

Krilogy By: Krilogy
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OCT 5, 2026 5 MIN READ
Weekly Market Recap | October 5, 2026 Blog Articles

Weekly Market Recap | October 5, 2026

Week in Review Equity Markets US stock markets delivered mixed results last week, with the S&P 500 Index giving up (-0.25%) as the Third Quarter concluded. The Nasdaq delivered positive gains of 0.46% last week, although the Dow Jones Industrial Average fell by (-1.25%).1 As of the end of last week, the Forward 12-Month Price/Earnings […]

Krilogy By: Krilogy
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Latest news

Explore timely insights on the events, trends and changes that could impact your wealth and the decisions you make.

OCT 21, 2026 3 MIN READ
Krilogy® Welcomes Tom Ponce, CF2®, NSSA®, as Senior Wealth Advisor Krilogy News

Krilogy® Welcomes Tom Ponce, CF2®, NSSA®, as Senior Wealth Advisor

Krilogy, a St. Louis-based wealth management firm, has announced that Tom Ponce has joined the firm as Senior Wealth Advisor. Ponce specializes in helping individuals approaching or already in retirement understand how to turn a lifetime of savings into a financial strategy that supports their goals. His planning approach addresses retirement income, tax strategies, Social […]

Krilogy By: Krilogy
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SEP 15, 2026 3 MIN READ
Next Mile Podcast: Brian Fernandez on the Next Stage of Growth for Krilogy For Wealth Advisors

Next Mile Podcast: Brian Fernandez on the Next Stage of Growth for Krilogy

Brian Fernandez, President at Krilogy, joined the Next Mile podcast for a discussion with host Kyle Van Pelt about building the people, processes, and technology behind lasting growth. With more than 20 years of experience in wealth management and working with family office clients, Brian joined Krilogy in 2025 as President and “integrator.” It’s a […]

Krilogy By: Krilogy
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AUG 19, 2026 3 MIN READ
The Centaur Wealth Advisor: Why Neither Human Nor AI Wins Alone For Wealth Advisors

The Centaur Wealth Advisor: Why Neither Human Nor AI Wins Alone

In 2016, a Google DeepMind program named AlphaGo made a move that shouldn’t have worked. Move 37, in game two against world champion Lee Sedol, looked like a mistake to every human expert watching. Commentators assumed the machine had glitched. A hundred moves later, that “mistake” won the game. Ten years later, Demis Hassabis, DeepMind’s […]

Krilogy By: Krilogy
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AUG 12, 2026 3 MIN READ
Advisor Freedom Podcast: Building a Team-First Wealth Firm For Wealth Advisors

Advisor Freedom Podcast: Building a Team-First Wealth Firm

Kent Skornia, CEO of Krilogy, sat down with Conner Young, host of the Advisor Freedom Podcast, to share the story behind founding Krilogy, building a culture of talent, and growing a team-first wealth firm. In January 2009, Kent launched the firm at age 33 with $20 million in assets, an assistant, and a junior planner […]

Krilogy By: Krilogy
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AUG 5, 2026 3 MIN READ
Meghan Abeln, CPA, CFP® Named Partner at Krilogy Krilogy News

Meghan Abeln, CPA, CFP® Named Partner at Krilogy

ST. LOUIS, MO – Krilogy has announced that Meghan Abeln, CPA, CFP®, has been named Partner, recognizing her leadership, commitment to clients and role in supporting the development of exceptional talent. Since joining Krilogy, Abeln has built a thriving wealth management practice while helping strengthen the collaborative culture that has fueled the firm’s continued growth. […]

Krilogy By: Krilogy
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JUN 16, 2026 3 MIN READ
Jordan Phillips Joins Krilogy® as Director of Mergers & Acquisitions Krilogy News

Jordan Phillips Joins Krilogy® as Director of Mergers & Acquisitions

ST. LOUIS, MO – Krilogy® has announced that mergers and acquisitions veteran Jordan Phillips has joined the firm in the newly created position of Director of M&A. Phillips most recently served as Director of Development for Farther, where he helped support the firm’s rapid expansion. He brings extensive experience driving intentional, sustainable growth, and will […]

Krilogy By: Krilogy
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JUN 11, 2026 3 MIN READ
(K)Plans Welcomes Retirement Plan Advisor Devon Flushing to Its Growing Team Krilogy News

(K)Plans Welcomes Retirement Plan Advisor Devon Flushing to Its Growing Team

ST. LOUIS, MO – (K)Plans, a financial services firm specializing exclusively in employer-sponsored retirement plans, has announced the addition of Devon Flushing as Retirement Plan Advisor. Flushing brings extensive experience helping business owners evaluate, improve and maximize the value of their retirement plans while navigating the complexities of plan design and fiduciary responsibilities. “Many retirement […]

Krilogy By: Krilogy
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