Perigon Adds 3 Key Hires To Support Growth
Perigon Wealth Management Enhances Leadership Team To Support Continued Growth San Francisco-Based Firm Brings Aboard New CFO, and Adds Two New Management Positions to Enable Continued Strategic Expansion and M&A ActivitySAN FRANCISCO, June 27, 2024 Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $8.2 […]
Global Market Commentary – September 2024
Expectations for global stocks were low for September, historically a challenging month for equity markets. Yet the MSCI All Country World Index’s (ACWI) made five new all-time highs as it gained 2.32% MTD return to bring a choppy Q3 performance to a strong 6.61% return. The global benchmark is up 18.66% YTD in 2024 and […]
CIO Quarterly Update – Q4 2024 Public Service Announcement on Elections and Investing
Navigating Market Volatility During Election Season With less than a month left until election day in a race that is expected to be tightly contested, it is normal to have concerns about how the results will impact you. One topic that garners more headlines than it should is how either candidate winning will impact the […]
Global Market Commentary August 2024
Global stocks suffered a steep selloff to start the month with the MSCI All Country World Index’s (ACWI) losing as much as 7.73% on August 5th before recovering to finish “an August to remember” at its all-time high, gaining 2.54% for the month bringing YTD returns to 15.97%. The losses earlier in the month were […]
CEO Arthur Ambarik wins at the Wealthies
Arthur Ambarik wins the Individual RIA Firm Leaders category for CEO of the Year (AUM Under $20B) WealthManagement.com Celebrates Top Companies, Executives at 2024 Industry Awards. Judges recognized 84 companies for their outstanding support of financial advisor success from among 287 finalists… Read the full article September 5, 2024
Equity partnership is a true partnership
Perigon CEO Arthur Ambarik reflects on the sanctity of the client-advisor relationship and his priorities. Over the past 11 years, Perigon Wealth Management has seen remarkable growth, expanding from under $150 million to approximately $7.75 billion AUM by the end of the first quarter, driven by more than 10 acquisitions. CEO Art Ambarik attributes the […]
Embracing the Personal in Planning with Beth Bosworth
Perigon Wealth Management’s Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients. Listen to the podcast or read the full article at: WealthManagement.com
Perigon celebrates advisor Alexandra Quitko Baranski being named to Forbes Best-in-State Next-Gen Wealth Advisor list
Perigon celebrates advisor Alexandra Quitko Baranski being named to Forbes Best-in-State Next-Gen Wealth Advisor list. View the https://www.forbes.com/lists/best-in-state-next-gen-advisors/ By Sergei Klebnikov and Shook ResearchAugust 8, 2024
Global Market Commentary July 2024
Global stocks, as measured by the MSCI All Country World Index (ACWI), continued their 2024 gains and new closing highs (nine in July and 39 YTD) before finishing a volatile month up 1.61%. ACWI closed at an all-time high on July 17th which saw MTD returns as high as up 3.71% intramonth. However, ACWI traded […]
What Is Dollar Cost Averaging – and Should You Be Doing It?
Sometimes I get a question from multiple clients in a short period, suggesting to me that it’s on people’s minds. Lately, I feel like I’ve been answering a lot of questions about something called “dollar-cost averaging” — from clients and even from Barron’s. It’s not an easy question to answer, though — because it’s one […]