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What We Learned at Perigon’s First Women’s Circle

What We Learned at Perigon’s First Women’s Circle

By Mary Ballin, Andrea Hamilton and Rachel ElsonWhy do we believe what we do about money? And when is it appropriate – or important – to revise those beliefs?That was the topic when Perigon hosted its first Women's Conversation Circle this month. We've created these...

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Suggestions for Long-Term Financial Health

Suggestions for Long-Term Financial Health

Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics. But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these...

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Avoiding Bad Financial Decisions

Avoiding Bad Financial Decisions

Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are...

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Why Diversifying Your Portfolio is Important

Why Diversifying Your Portfolio is Important

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio. But as important as it is to build that portfolio, you should also ensure that it’s diversified. Why is a diversified portfolio so important? There are three key reasons why...

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AICPA Highlights 6 Recent Personal Finance Trends

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...

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