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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.

MAY 5, 2026 3 MIN READ
Missouri’s Homestead Disaster Tax Credit: What It Is, and Why Payments Are Delayed Blog Articles

Missouri’s Homestead Disaster Tax Credit: What It Is, and Why Payments Are Delayed

Following the severe storms and tornadoes that impacted many Missouri communities in 2025, the Missouri legislature created a new tax credit intended to provide relief to affected homeowners and renters. This credit, known as the Homestead Disaster Tax Credit, is designed to help offset insurance deductibles paid on disaster‑related claims involving a taxpayer’s primary residence. […]

Krilogy By: Krilogy
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MAY 4, 2026 3 MIN READ
Weekly Market Recap | May 4, 2026 Market Commentary

Weekly Market Recap | May 4, 2026

Week in Review Equity Markets: The markets notched their second consecutive week in a row and finished the month of April. The S&P 500 finished the week up 0.92% and finished April up just over 10%. The NASDAQ closed the week up 1.12% and notched a 15% return for the month of April, which was […]

Investment Committee By: Investment Committee
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APR 27, 2026 3 MIN READ
Weekly Market Recap | April 27, 2026 Blog Articles

Weekly Market Recap | April 27, 2026

Week in Review Equity Markets: US stock markets pared back their pace of recent gains while still producing mostly positive returns. The S&P 500 posted a weekly gain of 0.56% as the Nasdaq marketplace posted a robust 1.51% weekly return. These contrast with the Dow Jones Industrial Average, which gave up -0.41% last week.1 The […]

Krilogy By: Krilogy
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APR 20, 2026 3 MIN READ
Weekly Market Recap | April 20, 2026 Blog Articles

Weekly Market Recap | April 20, 2026

Week in Review Equity Markets: US markets had a very positive week of gains, extending a growth streak that many hope is sustainable. The S&P 500 delivered a 4.55% return, just last week. Meanwhile, the Dow Jones Industrial Average grew by 3.19%, and the Nasdaq market appreciated by an impressive 6.84%. And it wasn’t just […]

Krilogy By: Krilogy
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APR 13, 2026 3 MIN READ
Weekly Market Recap | April 13, 2026 Blog Articles

Weekly Market Recap | April 13, 2026

Week in Review Equity Markets: Easing tensions in the Middle East spurred a strong market rally last week. The S&P 500 gained 3.58% while the Dow Jones Industrial Average grew 3.07% and the Nasdaq appreciated 4.68%.1 The Forward 12-month Price/Earnings Ratio now stands at 20.4, back above both its 5-year average [19.9] and its 10-year average […]

Krilogy By: Krilogy
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APR 6, 2026 3 MIN READ
Weekly Market Recap | April 6, 2026 Blog Articles

Weekly Market Recap | April 6, 2026

Week in Review Equity Markets: US stock markets delivered sound gains last week, recognizing their first positive week in the past six. The S&P 500 delivered a 3.38% positive return, starting April and the Second Quarter on sound footing. The Dow Jones Industrial Average gained 2.98%, and the Nasdaq appreciated by 4.46%.[1] The Forward 12-month […]

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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