Perigon Welcomes Constellation Wealth Capital As A Strategic Investor
New Partnership Enables Continued Strategic Expansion Merchant Investment Management to Exit After Five Years of Significant Growth SAN FRANCISCO, JAN. 16, 2024 Perigon Wealth Management (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and over $6.5 billion in client assets as of Dec. 31, 2023, today announced it has received […]
CIO Quarterly Update – Q1 2024 Futility of Macro Forecasts
2023 was a great example of the futility of such big picture forecasting. At the beginning of the year the consensus view of strategists was that the US economy would enter a recession at some point in 2023 and the median forecast return for the S&P 500 was +6%1. Fast forward one year, and the […]
Global Market Commentary December 2023
Global stocks finished 2023 with a nine-week winning streak, ending December up 4.80%, a gain of 11.03% for the fourth quarter and up 22.20% for the year. The MSCI All Country World Index (ACWI) finished the year less than 1% from its all-time high of January 4th, 2022. Click the image to view the chart […]
Global Market Commentary November 2023
Global stocks surged 9.23% in November, breaking a three-month losing streak in the biggest monthly gain since November 2020; the MSCI All Country World Index (ACWI) has climbed 16.60% YTD and is trading less than 2% away from its 2023 high. Global bonds experienced their best month in 15 years, as the US Aggregate bond […]
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 you. GOAL EVALUATION Did you accurately estimate your spending for […]
Perigon Wealth Management Welcomes Wealth Advisors Inc of Nevada
RIA with $275 Million of Client Assets Expands Perigon Footprint to 9th State and Into California’s San Diego County SAN FRANCISCO, Nov. 29, 2023 — Perigon Wealth Management (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $5.6 billion in client assets as of June 30, 2023, today announced […]
Perigon Women’s Circle Roundup: Talking Money in the Patriarchy
By Sarah George How much does gender still affect our attitudes around finances? At our most recent Womens’ Circle, we visited a metaphorical Barbie Land to discuss all things pink and patriarchal. Together we explored the ways in which gender expectations have influenced our personal – and collective – experiences with money. We also reflected […]
Global Market Commentary October 2023
Global stocks represented by the MSCI All Country World Index (ACWI) fell 3.01% in October, the first three-month losing streak for the index since March 2020 when the World Health Organization declared Covid a pandemic. In addition, the benchmark entered correction territory by closing more than 10% below its summer high, but remains up 6.75% […]
Perigon Wealth Management Ranked No.56 on 100 Fastest-Growing Private Companies List
Independent Wealth Management Firm Recognized by San Francisco Business Times SAN FRANCISCO, OCT. 19, 2023 — Perigon Wealth Management (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $5.6 billion in client assets as of June 30, 2023, today announced it has been recognized as one of the 100 […]
Bringing In The Knuckleball Pitcher: The Case For Differentiation
Unlike most sports, there’s no clock in baseball. It’s about a unique moment – two down, the bottom of the ninth, a full count with a left-handed pitcher and right-handed batter with a slight wind blowing from left to right field – and the right strategy to address the situation. Today, we face a similar […]