Month: July 2024 Articles

7 Questions to Help Optimize Your 401(k) Plan

7 Questions to Help Optimize Your 401(k) Plan

In todayā€™s economy, Americans are worried about their finances, and it spills over into every aspect of their lives, even their work. Letā€™s look at this for a minute and youā€™ll see why having a financial wellness program for your employees is a good thing.

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What to Know Now About Direct Indexing

What to Know Now About Direct Indexing

Recently, there seems to be a lot of buzz around a tool called ā€œdirect indexingā€. More and more Perigon clients are using it in their portfolios, and Iā€™ve even seen it in consumer-facing marketing from financial companies.

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5 Steps to Create a Financial Wellness Program

5 Steps to Create a Financial Wellness Program

In todayā€™s economy, Americans are worried about their finances, and it spills over into every aspect of their lives, even their work. Letā€™s look at this for a minute and youā€™ll see why having a financial wellness program for your employees is a good thing.

read more