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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.

JUL 13, 2026 3 MIN READ
Weekly Market Recap | July 13, 2026 Market Commentary

Weekly Market Recap | July 13, 2026

Week in Review Equity Markets US stock markets generated mostly positive gains last week as the S&P 500 delivered growth of 1.26%, and the Nasdaq produced a positive return of 1.74%. Meanwhile, the Dow Jones Industrial Average gave up (-0.48%) for the week, but that decline came after its first ever close above 53,000.1 The […]

Investment Committee By: Investment Committee
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JUL 10, 2026 3 MIN READ
Quarterly Market Newsletter: Q2 2026 Review & Q3 2026 Outlook Blog Articles

Quarterly Market Newsletter: Q2 2026 Review & Q3 2026 Outlook

Q2 2026 at a Glance +15.2% S&P 500, Q2 total return 2nd best Nasdaq-100 quarter in 25 years +24.1% MSCI EM, Q2 total return 4.47% 10-year Treasury, quarter-end yield What We’re Watching U.S. equities posted one of the strongest quarterly advances of this century. The S&P 500 gained 15.2% as a Middle East peace framework […]

Krilogy By: Krilogy
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JUL 7, 2026 3 MIN READ
Weekly Market Recap | July 6, 2026 Market Commentary

Weekly Market Recap | July 6, 2026

Week in Review Equity Markets US stock markets were positive last week as we passed the midway point of 2026 and through the Fourth of July. The S&P 500 gained 1.79% over the holiday-shortened trading week while the Dow Jones Industrial Average rose by 1.99% and the Nasdaq appreciated by 2.12%.1 Last week also saw […]

Investment Committee By: Investment Committee
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JUN 29, 2026 3 MIN READ
Weekly Market Recap | June 29, 2026 Market Commentary

Weekly Market Recap | June 29, 2026

Week in Review Equity Markets Stock markets were mostly down last week, with considerable drawdowns for those that lost ground. The S&P 500 declined -1.94% last week while the Nasdaq gave up -4.59%. It wasn’t all negative, however, as the Dow Jones Industrial Average posted a 0.60% weekly gain and the small caps of the […]

Investment Committee By: Investment Committee
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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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