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September 5, 2024
Global stocks suffered a steep selloff to start the month with the MSCI All Country World Index’s (ACWI) losing as much as 7.73% on August 5th before recovering to finish “an August to remember” at its all-time high, gaining 2.54% for the month bringing YTD returns to 15.97%.
Art Ambarik, CEO of Perigon Wealth Management in California, has overseen over a decade of growth. He reflects on the sanctity of the client-advisor relationship and his priorities.
Perigon Wealth Management’s Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients.
Global stocks, as measured by the MSCI All Country World Index (ACWI), continued their 2024 gains and new closing highs (nine in July and 39 YTD) before finishing a volatile month up 1.61%. ACWI closed at an all-time high on July 17th which saw MTD returns as high as up 3.71% intramonth.