How to use a donor-advised fund to get the most tax bang for your charitable buck.By Rachel Elson, CFP® Wealth Advisor, Perigon Wealth ManagementDon't give to charity for the tax benefits: Give because you're committed to using your money for an important cause. But...
Highlights from our chat with John Streur CEO of Calvert Research and Management. Key point - under a Biden administration there will be more money put toward transitioning our energy system and John believes "the whole landscape will shift on its axis."
Corporate drive for sustainability creates space for Biden plan initiatives RIDGEWOOD, NJ. (Callaway Climate Insights) — In a tumultuous year which will be forever remembered by the impacts of Covid-19, racial injustice, and the adverse effects of climate change, one...
Watch Perigon's Senior Investment Strategy Jonathan Masse, CFA® talking about Options Trading as a part of The Street Smarts "Summer Streets" program. The Street Smarts (TSS) is an Oakland based nonprofit that provides a unique opportunity for historically...
Watch Perigon's Senior Investment Strategy Jonathan Masse, CFA® talking about Alternative Investments as a part of The Street Smarts "Summer Streets" program. The Street Smarts (TSS) is an Oakland based nonprofit that provides a unique opportunity for historically...
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...
BY ERIC JARDINE, CFA
Perigon’s Eric Jardine explains how corporate demand for credit is putting a strain on the financial system and why it’s a little bit different than past downturns.
Dear Lyft Employees, Congratulations on your IPO! You have accomplished a tremendous amount so far. It isn’t every day a company goes public. 528% revenue growth in three years is no easy task1. The goal of this article is to help you make informed choices about what...
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...
In 2018, Americans’ debt hit $13 trillion, with the average American carrying more than $38,000 in debt – not including home mortgages. For many, debt is simply a way of life, with more Americans living from paycheck to paycheck. For those consumed by debt, Chapter 7...
With the rise in popularity of financial planning robo-advisors, many experts predicted the beginning of the end for financial advisors. But as many investors are starting to see, there are distinct advantages to speaking with a live person when determining just how...
We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history. But anytime that we give our money to an organization, it’s important...