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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.

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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JUN 22, 2026 3 MIN READ
Weekly Market Recap | June 22, 2026 Market Commentary

Weekly Market Recap | June 22, 2026

Week in Review Equity Markets US stock markets ended last week’s holiday-shortened trading sessions in positive territory. The S&P 500 finished the week with a 1.47% gain. Meanwhile, the Dow Jones Industrial Average had 1.45% growth, and the Nasdaq marketplace appreciated by a strong 2.76%.1 The biggest factors impacting stock market performance were the easing […]

Investment Committee By: Investment Committee
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JUN 15, 2026 3 MIN READ
Weekly Market Recap | June 15, 2026 Market Commentary

Weekly Market Recap | June 15, 2026

Week in Review Equity Markets This past week saw the S&P 500 Index regain its footing, snapping the prior week’s slide with a return to positive territory. The large cap index advanced 0.66% on the week and now stands up 9.12% for the year. The Dow Jones Industrial Average added a modest 0.70% while the […]

Investment Committee By: Investment Committee
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JUN 8, 2026 3 MIN READ
Weekly Market Recap | June 8, 2026 Market Commentary

Weekly Market Recap | June 8, 2026

Week in Review Equity Markets This past week saw the end of the S&P 500 Index’s nine consecutive weeks of gains with a tenth week down. The large cap index came down by -2.55% last week while still up 8.43% for the year. The Dow Jones Industrial Average fell by a slight -0.21% while the […]

Investment Committee By: Investment Committee
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JUN 1, 2026 3 MIN READ
Weekly Market Recap | June 1, 2026 Market Commentary

Weekly Market Recap | June 1, 2026

Week in Review Equity Markets This spring’s bull run continued as all three of the major US stock markets closed last week at new highs. The S&P 500 recognized growth of 1.44% while the Dow Jones Industrial Average gained 0.91% and the Nasdaq marketplace shot up by 2.39%.1 Indeed, last week saw the S&P 500 […]

Investment Committee By: Investment Committee
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MAY 18, 2026 3 MIN READ
Weekly Market Recap | May 18, 2026 Market Commentary

Weekly Market Recap | May 18, 2026

Week in Review Equity Markets: The major US stock markets were mixed last week following multiple weeks of positive gains. The S&P 500 gained 0.17% last week, its seventh consecutive positive week. However, the Dow Jones Industrial Average came down by -0.11%, alongside a -0.06% decline for the Nasdaq.1 The Forward 12-Month Price/Earnings Ratio for […]

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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