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Global Market Commentary March 2025

Global equities dropped 3.95% in March to bring Q1 and YTD returns into the red at -1.32%. MSCI All Country World Index’s (ACWI) is 6.59% off its all-time high made on February 12th. US markets contributed 97% of the global markets’ poor performance this month, as the S&P 500 fell 5.75% in February, and posted […]

It’s all about the context: How framing impacts our investment choices

Last week I received a text from my best friend’s seven-year-old son, asking if I would contribute to the read-a-thon fundraiser for his school. Considering my love for my friend, her son, and reading, I was more than happy to contribute to a worthy cause. As I clicked on the link he supplied, I was […]

Global Market Commentary – February 2025

Global equities slipped 0.60% in February, chipping away at their strong January 3.36% start to bring YTD returns to 2.73%. The MSCI All Country World Index’s (ACWI) made five new trading highs this month, but it wasn’t enough to overcome a pullback in US stocks. Heightened uncertainty around government policy, a selloff in growth stocks, […]

Perigon Wealth Management Executives and Advisors Deliver Keynotes, Support Panel Discussions at Leading Industry Conferences

Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $8.7 billion in client assets as of Dec. 31, 2024, announced its executives and advisors will present at several leading wealth management conferences and events. Each will explore critical topics driving innovation and growth within the […]

Jeremy Paul Ranked 15 Top Financial Advisors in the USA by InvestmentNews

Jeremy Paul has been named one of the top 15 financial advisors in the U.S. by InvestmentNews*, recognized for his remarkable achievements in wealth management as they pertain to AUM and client growth. His personalized approach, innovative strategies, and commitment to client success have driven impressive growth in both assets under management and client base. […]

Global Market Commentary January 2025

Global stocks came out of the gates strong, gaining 3.36% in January following impressive back-to-back years that saw them gain 22.20% in 2023 and 17.49% in 2024. This represented a nice rebound from last month that saw the MSCI All Country World Index’s (ACWI) decline 2.37% in December. ACWI also made a new trading high […]

Q1 CIO Letter – Tempering Enthusiasm for 2025

As we close the book on 2024 and ring in 2025, one thing is for certain – 2024 was a fabulous year for US stocks, following a similarly strong year in 2023. As I read different market opinions for expectations for 2025, I am a little unnerved by the rosy picture being painted by most […]

Global Market Commentary – December 2024

Global stocks ended 2024 on a down note falling 2.37% in December and slipping 0.99% in the fourth quarter, but still posted an impressive 17.49% gain for the year. The MSCI All Country World Index’s (ACWI) finished off just 3.64% from its all-time high it made on December 9th, which was its 58th new all-time […]

Marc Specht & Bud Sturmak Land On InvestmentNews Hot List

Marc Specht and Bud Sturmak Join Other Perigon Advisors Recognized Throughout 2024 SAN FRANCISCO, December 23, 2024 Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $8.2 billion in client assets as of June 30, 2024[1], announced firm Partners Bud Sturmak and Marc Specht were included on the […]