Global Market Commentary – July 2025
The MSCI All Country World Index’s (ACWI) made eight new all-time highs in July, bringing the 2025 total to 31, as global stocks gained 1.36% this month to bring YTD returns to 11.54%. The global benchmark has rallied 25.81% from its April 8th post-tariff-announcement low, when it was then down 11.34% YTD. Tariffs will likely […]
Q3 2025 CIO Letter – Discipline and Diversification for the Win
As we reflect on the first half of 2025, markets have delivered a lesson in resilience—and a reminder of the importance of staying diversified and disciplined through uncertainty. A Volatile Yet Positive Start to the Year Global equity markets navigated a bumpy path in the first six months of the year, marked by a return […]
Global Market Commentary – June 2025
Global stocks rallied to a new all-time closing high, gaining 4.49% in June bringing Q2 returns to 11.53% and 2025 YTD gains to 10.05% — completing a remarkable comeback from the spring’s tariff-induced turmoil. During the crescendo of the tariff turbulence on April 8th, the MSCI All Country World Index’s (ACWI) sold off 19.14% from […]
Mastering Market Volatility: Perigon CIO Rafia Hasan on What Really Matters
In a recent interview with WealthManagement.com, Rafia Hasan, CFA, CIO at Perigon Wealth Management, shared her perspective on how clients are navigating the current market environment—and why it feels different this time, in the best way. Watch the Interview Calmer Markets—or Calmer Clients? While volatility has made its return, Rafia notes that many clients are […]
Global Market Commentary – May 2025
Global stocks popped 5.75% in May, marking the MSCI All Country World Index’s (ACWI) best monthly performance since November 2023 when it surged 9.23%. The bulk of the global equity index gains came on May 12th after the US and China agreed to dramatically lower tariffs for 90 days. The deal slashed US tariffs on […]
Perigon Wealth Management Welcomes Jeremy Kovacs To Enhance Southern California Presence
Former Merrill and BNY Mellon Private Wealth and Portfolio Manager Joins Perigon, Expanding the Firm’s Business Transition Support Offerings. Kovacs Managed Over $300 Million in Total Client Assets “Jeremy’s history of success within the middle market business community enhances our ability to serve this critical segment of the American economy,” said Arthur Ambarik, Perigon’s CEO. […]
What You Need to Know About 529 College Savings Plans
As 529 Day (May 29) approaches, it’s a timely reminder to take stock of how education savings plans, specifically 529 plans, fit into your broader financial strategy. With college costs climbing, tax benefits evolving, and new legislative changes expanding how these accounts can be used, there’s never been a better moment to revisit your approach. […]
Global Market Commentary – April 2025
Although Global stocks gained 0.93% in April, it was a wild month! In the wake of “Liberation Day”, which President Donald Trump announced his administration’s plans for “reciprocal tariffs”, the MSCI All Country World Index (ACWI) dropped 9.96% at its monthly low before clawing back to finish in the black by month’s end. At one […]
Q2 2025 CIO Letter – Taking the Market’s Medicine
It was a difficult first quarter in the market in 2025, and the pain has only worsened in the first weeks of April, with a full-scale global trade war underway. What has happened so far On April 2nd, President Trump announced his much-anticipated tariff plans, which were higher than market and economist expectations. The announcement […]
Maximizing Wealth and Mitigating Risk: Financial Strategies for Defense Contracting Executives
As a defense contracting executive, you operate in a unique financial landscape. Your compensation package likely includes a combination of salary, bonuses, restricted stock units (RSUs), performance shares and/or stock options. Integrating these elements efficiently can mean the difference between simply earning a high income and building sustainable wealth. Below, we explore strategies for optimizing […]