There are different structures for Employee Stock Purchase Plans, or ESPPs, but in general, they allow you to set aside money from your paycheck to buy your employer’s stock at a discount over a certain time period.
Arthur Ambarik shares the story of Perigon’s evolution from a small firm with under $150 million in assets under management to its current status of about $6 billion in AUM.
Perigon Celebrates Advisor Marc Specht Making Forbes Top Next-Gen Wealth Advisors Best-In-State 2023 List
Perigon is ranked number 9 on the Fastest-Growing list and number 96 (out of 521) on the 2023 RIA Ranking.
100 Advisors To Watch (Over $1B)
These fifty advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
No matter where you are in your life’s journey, it is never too late to start planning for retirement. Even the smallest decisions you make today can have the biggest impact on your future.
You may have seen a recent series in the Wall Street Journal critiquing ESG and sustainable investing as a ‘craze’. Well, we disagree, and here’s a thoughtful response from Morningstar’s director of ESG research Jon Hale. Read the full article on Morning Star's...
Demystifying Private Equity with Scott Yi. Learn how Private Equity can play a key role in your portfolio.
Global stocks hit an all-time high on November 16th only to sell off and finish the month down -2.41% amid fears about the new Covid omicron variant and further impediments to global supply chains. Despite that, the MSCI All-Country World Index is up 13.98%...
Perigon is hosting our next Women's Conversation Circle, and we would love to have you join us. BY: Rachel Elson, Mary Ballin and Andrea HamiltonDate: Wednesday, November 17, 2021Where: Online via Zoom – we'll send out a conference link the week of the circleTime:...
By Andrea Hamilton, Mary Ballin, and Rachel ElsonA wide-ranging conversation yields some smart ideas for putting guidelines in place.We all know there are more ways to spend our money, and demands on us to do so. But figuring out how to make good saving and spending...