Perigon is launching its new Women's Conversation Circles, and we would love to have you join us.Date: Thursday, March 18 at 4:00 - 5:30 p.m. Pacific Time RSVP: conversationcircles@perigonwealth.com Where: Zoom - we'll send out a conference link after you...
Perigon Wealth Articles
Global Market Commentary October 2020
Earlier hopes for both a vaccine and U.S. stimulus finally faded in October, as investors became frustrated with the lack of progress on both fronts. Global equities sold off, with the MSCI All-Country World Index (ACWI) falling 2.43%. In the U.S., the bellwether...
Perigon’s Rachel Elson discusses investing and planning for retirement with Ilyce Glink, CEO of Best Money Moves.
The world of investments can seem confusing, but making smart choices will help you build wealth, especially in uncertain times. Host Ilyce Glink, CEO of Best Money Moves, speaks with financial expert Rachel Elson, associate financial planner with Perigon Wealth...
Perigon Named to 2020 Financial Times Top 300 RIAs
Perigon Wealth Management is honored to announce that we have been named to the 2020 Financial Times Top 300 Registered Investment Advisors (RIA) list. This year's publication is the 7th edition of the Financial Times rankings -- which considers and ranks RIAs based...
AICPA Highlights 6 Recent Personal Finance Trends
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test. Here are...
It’s Never Too Late to Save
Retirement can sneak up on you. At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever, but now you can admit that the thought of retiring has its benefits. Perhaps you’ve found yourself...
Finance Cost of Owning a Pet
Has a dog or cat grabbed hold of your heart? It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog or cat parents in minutes. With animal shelters across the U.S. frequently at their max, there are a record...
Avoiding Retirement Woes
How to Avoid Retirement Woes According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact that many of us don’t begin to save for retirement when we should, it appears that nearly half of all current...
Top 5 Things 20-Somethings Need to Do
If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that...
How to Start Investing
If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow? There are a multitude of ways to get started without risking a lot of money in the process. If you have $1,000 and are ready to start...
Social Security History and Benefits
Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935; mainly due to the rise in poverty of the nation’s elderly population. The act was designed to provide retired workers ages 65 and older with a...
What is Zombie Debt?
Zombie debt is old debt that is typically written off as bad debt by the original creditor and then later sold to collection agencies for pennies on the dollar. Most of the debt sold is years old and cannot legally be collected, though many consumers are unaware of...