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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.

MAR 22, 2016 3 MIN READ
Five things to know and do AFTER you’ve enrolled in a 401(k) Blog Articles

Five things to know and do AFTER you’ve enrolled in a 401(k)

You’ve enrolled in your company’s 401(k) program. You got the ball rolling, so now what? In a previous article we gave some pointers about right-sizing your involvement and getting help from a professional. But you still have questions. Financial planning has many layers. Let’s peel back some of those layers and address five important points. […]

Krilogy By: Krilogy
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MAR 17, 2016 3 MIN READ
401(k) Auto-Enrollment – Cruise Control or Active Involvement? Blog Articles

401(k) Auto-Enrollment – Cruise Control or Active Involvement?

Whether you like it or not, an Automatic Enrollment 401(k) Plan is a good thing. Everyone knows the importance of saving and investing wisely in your future. Making people choose “not to save,” instead of “to save” gets people past the initial uncertainty and questions when entering a 401(k) plan. We no longer hear people […]

Krilogy By: Krilogy
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FEB 3, 2016 3 MIN READ
After the Settlement: Managing Your Finances for the Long-Term Blog Articles

After the Settlement: Managing Your Finances for the Long-Term

Going to court is never a fun or easy thing for the parties involved. In most cases, you’re there because you’ve been involved in an accident, experienced a hardship, or been through some sort of tragedy. There’s a sense of relief when it’s over and the settlements have been finalized, but believe it or not, […]

Krilogy By: Krilogy
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JAN 29, 2016 3 MIN READ
The fundamentals of rebalancing your portfolio Blog Articles

The fundamentals of rebalancing your portfolio

We often get questions about rebalancing portfolios and when to do it. What should trigger a rebalancing? Should it be done every January or should it follow a criteria based on numbers? What about tax implications? And how do I know when to get a pro involved? Let’s tackle these three questions one at a […]

Krilogy By: Krilogy
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JAN 4, 2016 3 MIN READ
Maximize Your Impact on Retirement Savings in Your 40s and 50s Blog Articles

Maximize Your Impact on Retirement Savings in Your 40s and 50s

Many professionals are at the pinnacle of their careers in their 40s and 50s. They’ve worked hard to achieve certain positions, responsibilities, salaries – and maybe even hold an esteemed status or recognition in the community. While that focus is important and admirable, it’s key to remember that these two decades of life are critical […]

Krilogy By: Krilogy
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DEC 17, 2015 3 MIN READ
Tax Loss Harvesting: A Tax Saving Strategy Blog Articles

Tax Loss Harvesting: A Tax Saving Strategy

If you’re like many investors, you felt the impact of this year’s market correction. Perhaps you experienced losses in certain asset classes, or saw specific investments fall in value. Your first reaction may be emotional, or you may feel there isn’t much you could do about it. But what if I told you that a […]

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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