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

MAR 30, 2026 3 MIN READ
Weekly Market Recap | March 30, 2026 Blog Articles

Weekly Market Recap | March 30, 2026

Week in Review Equity Markets: The major market indices ended the week down, coinciding with the fourth week of the Iran War. The S&P 500 came down by -2.10%. Meanwhile, the Dow Jones Industrial Average lost -0.90% last week while the Nasdaq gave up -3.22%.[1] The S&P 500’s Forward 12-month Price/Equity Ratio came down to […]

Krilogy By: Krilogy
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MAR 23, 2026 3 MIN READ
Weekly Market Recap | March 23, 2026 Blog Articles

Weekly Market Recap | March 23, 2026

Week in Review Equity Markets: The economic effects of the Iran War, especially the continued closure of the Strait of Hormuz and the resulting energy crisis, weighed heavily on Wall Street last week. The S&P 500 fell -1.87% while the Dow Jones Industrial Average sank -2.09% and the Nasdaq marketplace gave up -2.06%.[1] The Forward […]

Krilogy By: Krilogy
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MAR 9, 2026 3 MIN READ
Weekly Market Recap | March 9, 2026 Blog Articles

Weekly Market Recap | March 9, 2026

Week in Review Equity Markets: The new war with Iran shocked markets with multiple new volatilities that culminated with a broadly negative week for the major indices. The S&P 500 came down -1.99% while the Dow Jones Industrial Average recognized a decline of -2.92% and the Nasdaq lost -1.22%.[1] Last Friday, the Forward 12-month Price/Equity […]

Krilogy By: Krilogy
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MAR 2, 2026 3 MIN READ
Weekly Market Recap | March 2, 2026 Blog Articles

Weekly Market Recap | March 2, 2026

Week in Review Equity Markets: Stock markets continued their decline from this year’s prior highs, driven by concerns over inflation, high prices for stocks, and considerable geopolitical uncertainties. The S&P 500 Index fell by -0.42% while the Dow Jones Industrial Average decreased by -1.28% and the Nasdaq came down -0.94%.[1] The Forward 12-month Price/Equity Ratio […]

Krilogy By: Krilogy
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MAR 2, 2026 3 MIN READ
The IRS Is Moving Away From Paper Checks: What Individual Taxpayers Need to Know | Krilogy Tax Services Blog Articles

The IRS Is Moving Away From Paper Checks: What Individual Taxpayers Need to Know | Krilogy Tax Services

As part of Executive Order 14247, “Modernizing Payments To and From America’s Bank Account,” the U.S. Treasury and IRS have begun a major transition toward fully electronic payments, both the refunds taxpayers receive, and the payments taxpayers send to the IRS. The goal is to increase security, reduce fraud, speed up processing, and cut the […]

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 […]

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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. […]

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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 […]

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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 […]

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