Krilogy

Krilogy? would like to announce the addition of Director of Business Development Kyle Goepel and Director of RIA Operations DeAnna Kaber to the firm’s team of partners. Goepel joined Krilogy in 2021 as Wealth Advisor, and simultaneously took on the role of Director of Business Development.?Kaber has led the charge with an operational focus since joining in 2020 as Director of RIA Operations. Help us celebrate Kyle Goepel and DeAnna Kaber as the firm's newest partners!

Saving for education expenses is a priority for many families, and 529 plans can be valuable tools in achieving this goal. A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education costs; primarily intended for higher education expenses, these plans can also be used for K-12 tuition costs in most states. The SECURE 2.0 Act includes a provision that took effect on January 1, 2024, allowing unused 529 plan funds to be rolled over into the beneficiary's Roth IRA. This could provide reassurance for those concerned about having leftover funds in a 529 plan if the intended beneficiary does not use them. Krilogy Tax Services' Maggie Hollander explores the key considerations and benefits of 529 to Roth IRA rollovers in our newest blog post.

Check out Krilogy's latest Market Perspective video. In our October discussion, Kent Skornia and John McArthur, CIMA? touch on pre-election market implications, along with the influence of liquidity on markets and what the rate cutting cycle could mean for markets.

It is Estate Planning Awareness Week! Learn why estate planning matters, key components of an estate plan, and steps to get started below. Contact Krilogy Law today at 314-480-3809 to learn how we can help you and your family update or establish an estate plan.

Krilogy's Quarterly Market Newsletter for Q4 has just been posted, check it out! The rotation into defensive sectors dominated last quarter with utilities being the top performing sector. As long-term investors, we believe market highs present an ideal opportunity to assess your current risk exposures and allocations to ensure they remain in line with your long-term investment objectives.

In this episode of Krilogy's Monthly Market Perspective, Kent Skornia and John McArthur have a discussion about the stock market advance amidst liquidity-induced tailwinds as the US economy shows signs of resilience with traditional recessionary warning signs.

The markets rallied last week on the heels of a policy shift by the Fed. The Dow and S&P 500 hit new all-time highs with the NASDAQ only 4% below its all-time high set in July of this year. We believe investors should review their desired risk levels and how their current allocation aligns with that level. We anticipate volatility to be elevated through the end of the year as valuations remain elevated and as we move closer to the contentious election.

The markets experienced their largest weekly decline in over a year last week. We expect volatility to remain elevated through the end of the year. We believe investors should evaluate their strategic asset allocation to ensure it still aligns with their long-term investment objectives and implement a systematic rebalancing approach that can help their portfolio remain aligned with their desired risk budget.

Great opportunity to join a fantastic hyper growth team!

Krilogy's latest Market Perspective video is here! In this month’s discussion, we hear from Krilogy President & CEO Kent Skornia, as he shares insights from meaningful conversations he’s had with wealth advisors and clients of the Firm.