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.
For Employers: Is Your 401(k) On Track?
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Month: October 2024 Articles
Lock Them Up: Your Credit Files, That Is
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.
For The 3rd Year In A Row Perigon is Named to Forbes Top RIA List
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.
Perigon Adds 3 Key Hires To Support Growth
Perigon Wealth welcomes three key hires to support the firm’s continued expansion through organic growth and acquisitions.
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.
CIO Quarterly Update – Q4 2024 Public Service Announcement on Elections and Investing
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.
Trading Associate
The Trading Associate at Perigon Wealth will perform day-to-day trading functions for Advisors that use the PWM centralized trading team.