Markets declined for a fifth consecutive week as the Iran War and rising oil prices above $100/barrel continued to drive uncertainty. The S&P 500 fell 2.10%, while the Nasdaq and DJIA both entered correction territory.
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Our latest Weekly Market Recap is live. Markets moved lower last week as geopolitical tensions and rising energy prices weighed on investor sentiment. Read the full recap here: https://t.co/FTTtty2plI
Markets moved into March navigating a familiar mix of uncertainty as investors weighed economic data, policy expectations, and ongoing global developments. Read the full recap here: https://t.co/cnYETYVnXF
Markets ended February facing a new layer of uncertainty as escalating military conflict involving Iran added to an already complex backdrop of inflation data, interest rates, and earnings season. Read the full recap here:
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The IRS is officially moving away from paper checks, and that change could impact how you receive refunds and make payments going forward.
Read more from the Krilogy Tax Services team here: https://t.co/O0LcAKlsem
We are excited to welcome Andrew Bouquet, J.D., CFP® to Krilogy as our newest Senior Wealth Advisor! Join us in welcoming Andrew to the Krilogy® team! https://t.co/1TOxLSSCmx
Krilogy is pleased to announce that we have earned a spot on the 2025 list of the nation’s Best RIAs to Work For. The recognition is presented by Financial Planning in partnership with Best Companies Group. https://t.co/qxM4jnOGjJ
Big changes to charitable giving rules are coming in 2026. If you itemize deductions, 2025 is your last chance to maximize your tax benefits by “bunching” donations or using a donor-advised fund.
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Last week’s markets saw declines across major indices as investor skepticism grew around AI-driven valuations. The S&P 500, Dow, and Nasdaq all fell, while bond yields rose and municipal bond issuance hit new highs. https://t.co/kyat1n8xeS
We’re excited to announce that Rise Growth Partners has made a strategic minority investment in Krilogy! Read the full story here: https://t.co/hDCPSBcRD0
US stock markets rebounded last week following an easing of tariff tensions between the United States and China. Check out our full Weekly Market Recap on the Krilogy website: https://t.co/zh3adllIqH
In the latest Market Perspective video with Kent Skornia and John McArthur, we welcome Brian Fernandez to share some wisdom and expertise through the Family Office lens, while also addressing markets midway through the 3rd quarter. https://t.co/bIQlrSo86G
The S&P finished last week down 2.34% following a disappointing July non-farm payroll report and significant downward revisions to prior months. The Federal Reserve held interest rates steady for the fifth consecutive month. https://t.co/Fs4KY6c2zD
Krilogy Tax Services has broken down the “One Big Beautiful Bill Act,” (OBBBA) which was signed into law in July 2025. The bill contains a wide array of tax provisions impacting individuals, businesses, and international tax policy. Full article at https://t.co/NrpJbfODGt
Krilogy would like to announce the addition of Brian Fernandez, to the growing team. Fernandez has been named president of the firm as well Managing Partner of Krilogy’s Family Office practice.
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Krilogy is proud to be named among the Top Workplaces in the St. Louis region for 2025 by the St. Louis Post-Dispatch. 2025 marks the fifth year in a row for Krilogy to earn a spot on the list of the Top Workplaces in the St. Louis region. https://t.co/Fn8JE6BJjj