Global Market Commentary – February 2023
Global Equities roared into 2023 like a lion with the second-best January on record – up 7.17% — but went out like a lamb in February: the MSCI All-Country World Index fell 2.87% as a hike in interest rates and indications from the Federal Reserve that more increases are in store dented investor sentiment for […]
To Roth Or Not To Roth? That May Not Be The Question
This overview is intended to be high-level and cover and a few key details to help in your understanding of implementation rules for ROTH vs. Traditional IRA’s. BY: Thomas Manetta, Wealth Advisor TOPLINE: Contributions for ROTH IRA’s are made with after-tax dollars and grow tax free. Contributions for Traditional IRA’s can receive a tax deduction […]
Perigon Makes The Forbes America’s Top RIA Firms List
America’s Top RIA Firms – Forbes 2022 Perigon Makes The Forbes America’s Top RIA Firms List. View the Forbes America’s Top RIA Firms List 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 on in-person, virtual, and telephone […]
What is a 1099 and Why Am I Getting One?
This overview is intended to be high-level and cover a few key details to help in your understanding of IRS form 1099. BY: Thomas Manetta, Wealth Advisor TOPLINE: When you get a 1099 NO taxes are withheld. It is your responsibility to pay those taxes at the end of the year. The IRS 1099 Form […]
Secure Act 2.0 Overview
This overview is intended to be high-level and cover some of the themes, and a few key details, to help in your understanding of the SECURE Act 2.0. BY: Beth Bosworth, Head of Financial Planning TOPLINE: 2023 being a year for planning and preparation as most of the changes take effect in 2024 and beyond. […]
Global Market Commentary – January 2023
If there is a way to “bounce back” after a brutal 2022 that closed with global equities down -18.36%, it is to come out of the gates strong. Global equities did just that, climbing 7.17% in January. It was the MSCI All-Country World Index’s (ACWI) best January since 2019 and second-best January on record (ACWI […]
Global Market Commentary – December 2022
2022 was a brutal year even if its final quarter was slightly less so. Global equities fell 3.94% in December, but still managed to gain 9.76% for the quarter, making Q4 the year’s best for the MSCI All-Country World Index. That said, the ACWI tanked -18.36% in 2022, posting its worst annual return since the […]
Global Market Commentary November 2022
Global Equities marched 7.76% higher in November following October’s 6.03% rally. The MSCI All-Country World Index is now up 14.26% in 2022’s final quarter, but still down 15.02% on the year. Stock prices soared on the final trading day in November after U.S. Federal Reserve Chair Jerome Powell said in a speech to the Brookings […]
Global Market Commentary October 2022
Global Equities rallied 6.03% in October following September’s worst monthly showing since the Coronavirus pandemic shook global markets in March 2020. Still, the MSCI All-Country World Index remains in bear market territory and is down 21.14% on the year – marking its third-worst 10-month start to a year since the 2008 financial crisis and the […]
Invitation: How to Talk Money With Your Family
Join Perigon for our next Women’s Conversation Circle BY: Rachel Elson, Mary Ballin, Andrea Hamilton, and Anne Sapp For many of us, money is a taboo subject within the family. But financial conversations can also be important and even necessary. What do existing estate plans look like? Do older generations intend to contribute to grandkids’ […]