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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.

DEC 9, 2021 3 MIN READ
Qualified Charitable Distributions Blog Articles

Qualified Charitable Distributions

At Krilogy, we work with clients through all phases of their retirement planning, investment strategies, and tax strategies. A key point in this journey occurs when a client reaches 72 years old, the age at which they must begin taking Required Minimum Distributions (“RMD”) from their retirement accounts. However, in some cases the individual may […]

Krilogy By: Krilogy
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NOV 4, 2021 3 MIN READ
6 Common Retirement Mistakes and How to Avoid Them Blog Articles

6 Common Retirement Mistakes and How to Avoid Them

Preparing for retirement can be one of the most exciting and nervous times of your life. This is the time to celebrate all of your professional accomplishments while also making sure you are adequately prepared for this next chapter of life. Throughout my career as a financial professional, I have helped numerous people design and […]

Krilogy By: Krilogy
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JUN 29, 2021 3 MIN READ
Five Questions Every Investor Should Ask Their Advisor Blog Articles

Five Questions Every Investor Should Ask Their Advisor

How Are You Compensated and what fees should I expect to pay? It is very important to understand how your advisor is paid and to also understand your “all-in” cost of working with that advisor. Determine if your advisor charges an asset-based fee or if they receive commissions from placing trades in your account. Some […]

Krilogy By: Krilogy
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APR 13, 2020 3 MIN READ
The Real Danger of Timing the Market? Blog Articles

The Real Danger of Timing the Market?

Missing Any One of the Ten Best Days! Let’s define “timing the market” as temporarily moving a large portion of equity investments into cash (or fixed income) with the intent of moving back to equities at a time of greater perceived stability. Selling out of the market is typically a cautionary reaction to an expected […]

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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