UBS Team Joins Perigon
Perigon Wealth Management expands Florida Presence with Harrigan Group SAN FRANCISCO, December 10, 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, 20241, announced it expanded its Florida network with the addition of the Harrigan […]
Your 2024 Year-End Financial Planning Checklist
This is a comprehensive guide to year-end financial planning opportunities. Use this checklist to make smart moves before we close out the year, and as always work directly with us, your Accountant, or your Attorney to be sure you focus on what is right for your financial circumstances. Goal Evaluation Did you accurately estimate your […]
Global Market Commentary – November 2024
Global stocks closed November at a new all-time high as the MSCI All Country World Index’s (ACWI) jumped 3.74% MTD to bring YTD returns to 20.34% so far in 2024. The US equity market has been a prime driver of global returns, contributing to over 93% of the MTD and 138% of YTD return of […]
Perigon Names New General Counsel and CCO, Director of Organic Growth
Expansion of Leadership Team Positions National Firm for Sustained Expansion SAN FRANCISCO, November 26, 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, 20241, announced it has hired Jonathan Robbins as General Counsel and Chief […]
Perigon Lands On Newsweek’s Top Financial Advisory Firm 2025
Firm Issued Top Rating of Five Stars and Commended for AUM Compound Annual Growth Rate of 50% to 60% in Five Years SAN FRANCISCO, November 21, 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, […]
CIO Update: Market Reaction to Election Results
Market Reaction to Election Results The results of arguably the most closely watched election across the world are finally in, and the U.S. stock market has reacted positively to Donald Trump’s win and the shift of Senate control to a Republican majority. We are still awaiting the results of the House of Representatives, but expectations […]
Global Market Commentary – October 2024
Global equities made two new all-time highs in October, yet the MSCI All Country World Index’s (ACWI) finished down 2.24% on the month, bringing the global benchmark for stocks to up 16.00% on the year. As of month’s end, we’re days away from a historic US election, and investors are hedging their positions ahead of […]
For Employers: Is Your 401(k) On Track?
Is Your 401(k) on Track? Key Elements for the Year-End Plan Review It’s no secret that when you conduct a retirement plan review, you have a chance to understand the data and trends, which can help your plan be efficient and compliant. To set your plan up for success, it’s important to make the most […]
Lock Them Up: Your Credit Files, That Is
Here we go again. “Fidelity breach exposed personal data of 77,000 customers” If you have your nest egg in accounts at Fidelity, that probably made your stomach lurch. The fact that those 77,000 people were only 0.2% of Fidelity’s 51 million customers is small comfort if you were one of the 77,000. That was last […]
For The 3rd Year In A Row Perigon is Named to Forbes Top RIA List
AMERICA’S TOP RIA FIRMS The S&P 500 is up nearly 20%, climbing a wall of worry, which includes wars in the Middle East and Ukraine, and the uncertainty of the upcoming presidential election. Thank the Federal Reserve’s steady hand in reducing inflation and guiding the economy to a so-called soft landing. As investors navigate the […]