Global stocks finished 2023 with a nine-week winning streak, ending December up 4.80%, a gain of 11.03% for the fourth quarter and up 22.20% for the year
Global Market Commentary December 2023
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Global Market Commentary November 2023
Global stocks surged 9.23% in November, breaking a three-month losing streak in the biggest monthly gain since November 2020; the MSCI All Country World Index (ACWI) has climbed 16.60% YTD and is trading less than 2% away from its 2023 high.
Perigon Women’s Circle Roundup: Talking Money in the Patriarchy
By Sarah GeorgeHow much does gender still affect our attitudes around finances?At our most recent Womens' Circle, we visited a metaphorical Barbie Land to discuss all things pink and patriarchal.Together we explored the ways in which gender expectations have...
Global Market Commentary October 2023
Global stocks represented by the MSCI All Country World Index (ACWI) fell 3.01% in October, the first three-month losing streak for the index since March 2020 when the World Health Organization declared Covid a pandemic.
Global Market Commentary – September 2023
Global equities fell 4.14% in September, bringing down Q3 returns to negative 3.4%, the first quarterly decline in the past three quarters. Year to date however, the MSCI All Country World Index (ACWI) is up 10.06%. In the US, the S&P 500 index slumped -4.87% in a...
Perigon Named To Forbes America’s Top RIA Firm Ranking 2023
For The Second Year In A Row Perigon is named to the Forbes | SHOOK AMERICA’S TOP RIA FIRMS list October 10, 2023.
What You Should Do With ESPP Stock
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.
Listen To The Latest RIA Edge Podcast Featuring Perigon’s CEO Arthur Ambarik
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 Celebrates Advisor Marc Specht Making Forbes Top Next-Gen Wealth Advisors Best-In-State 2023 List
Perigon Is Ranked No. 9 On Financial Advisor Magazine’s Fastest-Growing RIA’s List For 2023
Perigon is ranked number 9 on the Fastest-Growing list and number 96 (out of 521) on the 2023 RIA Ranking.
Jeremy Paul Acknowledged by AdvisorHub’s 100 Advisors To Watch – Over $1B
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.
Perigon Wealth Advisors Arthur Ambarik, Jeremy Paul and Marc Specht Are Named To Forbes Best-In-State Wealth Advisors List
Best-in-State List Wealth Advisors Perigon Wealth Advisors Arthur Ambarik, Jeremy Paul and Marc Specht Are Named To Forbes Best-In-State Wealth Advisors List. View the Forbes/Shook Best-in-State Wealth Advisors ranking for 2023