Contact Us

CIO Quarterly Update Q3 2024 – To Nvidia and Beyond

Why you need more than just Nvidia stock in your portfolio today. 2024 has been off to a strong start in the stock market by most measures. A robust US economy, slowing inflation and a cautious Federal Reserve have provided a strong backdrop for continued market growth; but beyond these background factors, optimism around artificial […]

Global Market Commentary – June 2024

Global stocks continued their resiliency, gaining 2.23% in June and 2.87% in Q2, bringing the MSCI All Country World Index’s (ACWI) 2024 YTD return through June 30 to 11.30%. It is the sixth-best start to a year since the inception of the ACWI in 1998, although it trails 2023’s first-half return of 13.93%. The index […]

What to Know Now About Direct Indexing

Understand what direct indexing is, what the advantages (and disadvantages) are, and when it’s most appropriate. Recently, there seems to be a lot of buzz around a tool called “direct indexing”. More and more Perigon clients are using it in their portfolios, and I’ve even seen it in consumer-facing marketing from financial companies. But it […]

Perigon Welcomes Creative Financial Planning To The Team

Perigon Wealth Management LLC Welcomes Creative Financial Planning Inc., a New York-based Wealth Management Firm with Approximately $150 million in AUM Former Commonwealth Team Joins Perigon as AdvisorsSAN FRANCISCO, June 27, 2024 “Together, Lisa and Daniel built an incredible relationship-driven practice that focuses on the needs of their community. Lisa began her career in the […]

Global Market Commentary – May 2024

Global stocks rebounded 4.06% in May to overcome April’s -3.30% slump, bringing the MSCI All Country World Index’s YTD gain to 8.88%. The global benchmark for stocks reached seven all-time highs in May, bringing its 2024 tally to 28 record highs so far this year. In the U.S., bell weather indexes hit several milestone levels: […]

Perigon Wealth Management Names Maria Daley, CFP®, Head of Advisor Success & Integration

Appointment of Industry Veteran Comes as Firm Continues to Drive Sustained Growth and Leverage Productive Relationships with its Minority Capital Partner SAN FRANCISCO, May 13, 2024 “We created this position with Maria in mind,” Ambarik said. “Her range of experience provides our advisors with an incredible resource, enabling us to drive continued expansion and success. […]

Global Market Commentary April 2024

Global stocks broke a five-month winning streak by falling 3.30% in April, but the MSCI All Country World Index remains up 4.63% YTD. Despite the April setback, the MSCI ACWI is still up almost 20% from its low last October. April was also ugly for the U.S. major indexes: the Dow dropped 5% in its […]

Perigon Makes USA Today’s Best Financial Advisory Firms

Finding a financial adviser can be daunting. USA Today ranked the top firms. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers. This year, besides providing an overall ranking, USA TODAY and Statista […]