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.

SEP 28, 2026 3 MIN READ
Weekly Market Recap | September 28, 2026 Market Commentary

Weekly Market Recap | September 28, 2026

Week in Review Equity Markets US stock markets were up across the board amidst a continued focus on energy markets and an emphasis on geopolitical developments. The S&P 500 Index recognized a gain of 1.23%. Concurrently, the Dow Jones Industrial Average rose by 0.28% while the Nasdaq shot up by 2.07%.1 The Forward 12-Month Price/Equity […]

SEP 22, 2026 3 MIN READ
Weekly Market Recap | September 21, 2026 Market Commentary

Weekly Market Recap | September 21, 2026

Week in Review Equity Markets The broader stock markets were mixed last week, with the S&P 500 delivering a negligible loss of (-0.06%). And while the Nasdaq marketplace generated a positive return of (0.73%) last week, the Dow Jones Industrial Average gave up (-1.65%), its worst weekly performance since last March.1 The Forward 12-Month Price/Earnings […]

SEP 14, 2026 3 MIN READ
Weekly Market Recap | September 14, 2026 Market Commentary

Weekly Market Recap | September 14, 2026

Week in Review Equity Markets US markets retracted last week following the Labor Day weekend. The S&P 500 came down (-0.78%); while the index was positive on Friday, it posted down days the rest of last week. Meanwhile, the Dow Jones Industrial Average gave up (-1.56%), the Nasdaq surrendered (-0.64%), and the small cap stocks […]

AUG 31, 2026 3 MIN READ
Weekly Market Recap | August 31, 2026 Market Commentary

Weekly Market Recap | August 31, 2026

Week in Review Equity Markets U.S. stock markets delivered modest gains last week following the previous week’s fractional declines, with the S&P 500 Index appreciating by 0.50%. The Dow Jones Industrial Average produced a 0.55% positive return while the Nasdaq gained 0.85%.1 The S&P 500 Index’s Forward 12-Month Price/Earnings Ratio now stands at 19.6. This […]

AUG 24, 2026 3 MIN READ
Weekly Market Recap | August 24, 2026 Market Commentary

Weekly Market Recap | August 24, 2026

Week in Review Equity Markets US stock markets were down across the board despite strong earnings from reporting companies. The S&P 500 Index recognized a weekly decline of (-1.39%). The Dow Jones Industrial Average gave up (-0.78%) while the Nasdaq recognized a loss of (-2.02%). The Forward 12-Month Price/Equity Ratio for the S&P 500 now […]

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 […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

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 […]