The Hot List, launched in 2023, celebrates top financial professionals in the U.S. who have helped shape and innovate the industry over the past 12 months.
Marc Specht & Bud Sturmak Land On InvestmentNews Hot List
read more
Month: December 2024 Articles
Perigon President Jeremy Paul in Barron’s: Financial Advice for Songwriters in the Age of Streaming
Working with songwriters as clients can be a unique proposition given the shifts in how songs now generate revenue.
UBS Team Joins Perigon
Perigon Wealth announced it expanded its Florida network with the addition of the Harrigan Group.
Your 2024 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 your financial circumstances.
Global Market Commentary – November 2024
Global stocks closed November at a new all-time high as the MSCI All Country World Index’s (ACWI) jumped 3.74% MTD to bring YTD returns to 20.34% so far in 2024.