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Global Market Commentary – September 2023

Global equities fell 4.14% in September, bringing down Q3 returns to negative 3.4%, the first quarterly decline in the past three quarters. Year to date however, the MSCI All Country World Index (ACWI) is up 10.06%. In the US, the S&P 500 index slumped -4.87% in a turbulent September dominated by the looming threat of […]

Perigon Named To Forbes America’s Top RIA Firm Ranking 2023

For The Second Year In A Row, Perigon Wealth is named in the Forbes | Shook America’s Top RIA Firms list. View the The second annual Forbes/Shook Top RIA list. By Sergei Klebnikov & Shook ResearchOctober 10, 2023 Data provided by SHOOK® Research, LLC – Data as of 12/31/21 America’s Top Registered Investment Advisor Firms […]

CIO Quarterly Update – Q4 2023 Looking Beyond the Headlines

The third quarter of 2023 presented speed bumps in financial markets. Across global equity markets we saw stocks pull back and at the same time bond yields moved higher. Although the Federal Reserve held their rate steady at the much-anticipated September meeting, the narrative of higher rates for longer coming out of the meeting has […]

What You Should Do With ESPP Stock

ESPP shares aren’t the same as your other employer stock — and you should probably handle them differently. For many of our clients who work in tech, employer equity comes in several different forms. You might get restricted stock, which vests in chunks over time. You might have stock options, which give you the ability […]

Global Market Commentary – August 2023

Global equities slipped 2.79% in August, yet the MSCI All Country World Index’s (ACWI) year-to-date gain still stands at an impressive 14.80% over the first eight months of the year. Positive sentiment in risk assets took a hit early in the month following a surprise downgrade of the United States’ long-term credit rating by Fitch, […]

Listen To The Latest RIA Edge Podcast Featuring Perigon’s CEO Arthur Ambarik

Listen in to this episode of the RIA Edge podcast featuring a conversation between Mark Bruno, managing director of the wealth management group at Informa, and Arthur Ambarik, CEO of Perigon Wealth Management. This discussion delves into Perigon’’s unique position and model within the RIA channel, as well as the primary contributors to its impressive […]

Invitation: Barbie, Money and the Gender Gap

Join Perigon for a Women’s Conversation Circle on Financial Empowerment By: Mary Ballin, Rachel Elson, and Andrea Hamilton “Do you ever think about … the patriarchy?” The megahit Barbie movie — in which director Greta Gerwig gave the iconic brand a subversive twist — has a lot of people talking about feminism, female stereotypes and […]

Perigon Celebrates Advisor Marc Specht Making Forbes Top Next-Gen Wealth Advisors Best-In-State 2023 List

Top Next-Gen Wealth Advisors Best-in-State List. Perigon celebrates advisor Marc Specht making Forbes Top Next-Gen Wealth Advisors Best-in-State 2023 list. View the Forbes/Shook Best-in-State Wealth Advisors ranking for 2024 Data provided by SHOOK® Research, LLC – Data as of 12/31/21 America’s Top Registered Investment Advisor Firms ranking was developed by SHOOK Research and is based […]

Global Market Commentary – July 2023

Global stocks added 3.66% in July to bring their 2023 return to 18.11% YTD – marking the MSCI All Country World Index’s (ACWI) best year-to-date gain since 2009 when markets recovered from the global financial crisis. Investors are growing more optimistic thanks to signs that global inflation is slowing, the Chinese government’s pledge to step […]