Insights & Perspectives

The thinking behind Do wealth
differently

Insights from our experts bringing their perspectives across wealth, tax, estate and financial planning.

Explore all insights

Filter by topic, type, or author based on your needs.

Our latest insights

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

AUG 17, 2026 3 MIN READ
Weekly Market Recap | August 17, 2026 Market Commentary

Weekly Market Recap | August 17, 2026

Week in Review Equity Markets US stock markets delivered relatively flat and mixed results last week amidst strong earnings and updates to domestic inflation. The S&P 500 Index returned growth of 0.39%. While the Dow Jones Industrial Average gave up (-0.53%), the Nasdaq recognized gains of 0.16%.1 Earnings Season for the Second Quarter of 2026 […]

Investment Committee By: Investment Committee
Read →
AUG 10, 2026 3 MIN READ
Weekly Market Recap | August 10, 2026 Market Commentary

Weekly Market Recap | August 10, 2026

Week in Review Equity Markets US stock markets posted a banner week amidst the ongoing earnings season and its particularly robust results. The S&P 500 Index gained 3.59% last week. Meanwhile, the Dow Jones Industrial Average delivered a 2.96% gain, and the Nasdaq generated a stellar 5.19% weekly return.1 Last week’s performance led to new […]

Investment Committee By: Investment Committee
Read →
AUG 3, 2026 3 MIN READ
Weekly Market Recap | August 3, 2026 Market Commentary

Weekly Market Recap | August 3, 2026

Week in Review Equity Markets The broader US stock markets gained for the week despite significant volatilities leading to major price swings. The S&P 500 Index ended the week with a 1.06% gain. Following a thousand-point single-day point swing, the Dow Jones Industrial Average finished last week up 1.04%; meanwhile, the Nasdaq gained 1.60%.1 The […]

Investment Committee By: Investment Committee
Read →
JUL 27, 2026 3 MIN READ
Weekly Market Recap | July 27, 2026 Market Commentary

Weekly Market Recap | July 27, 2026

Week in Review Equity Markets The major US stock markets were down for a second week in a row. The S&P 500 Index recognized a weekly loss of (-1.66%) while the Dow Jones Industrial Average took a loss of (-1.58%) and the Nasdaq gave up (-2.88%).1 These falling prices led the Forward 12-Month Price/Earnings Ratio […]

Investment Committee By: Investment Committee
Read →
JUL 20, 2026 3 MIN READ
Weekly Market Recap | July 20, 2026 Market Commentary

Weekly Market Recap | July 20, 2026

Week in Review Equity Markets US stock markets gave up some of the recent gains recognized over the past two weeks’ worth of positivity. The S&P 500 Index recognized a loss of (-1.55%) last week while the Dow Jones Industrial Average gave up (-0.93%) and the Nasdaq lost (-2.90%).1 This brought the Forward 12-Month Price/Earnings Ratio […]

Investment Committee By: Investment Committee
Read →
JUL 16, 2026 3 MIN READ
8 Tax Law Changes in 2026: What Individual Taxpayers Should Know Blog Articles

8 Tax Law Changes in 2026: What Individual Taxpayers Should Know

The One Big Beautiful Bill Act (OBBBA) was signed into law in 2025 and made sweeping changes across the tax code. While some provisions took effect immediately, several significant individual tax changes did not become effective until January 1, 2026. Now that we are more than halfway through 2026, many taxpayers may not realize just […]

Krilogy By: Krilogy
Read →

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
Read →
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
Read →
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
Read →
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
Read →
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
Read →
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
Read →
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
Read →