Global stocks suffered a steep selloff to start the month with the MSCI All Country World Index’s (ACWI) losing as much as 7.73% on August 5th before recovering to finish “an August to remember” at its all-time high, gaining 2.54% for the month bringing YTD returns to 15.97%.
Art Ambarik, CEO of Perigon Wealth Management in California, has overseen over a decade of growth. He reflects on the sanctity of the client-advisor relationship and his priorities.
Perigon Wealth Management’s Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients.
We are a little over a year out from the collapse of Silicon Valley Bank, and it is interesting to reflect on how markets have fared since that time. The US equity market is up over 26%1 over the last year and has soared to reach new all-time market highs in 2024.
We all face hundreds of choices each day — from the products we buy to the causes we support and the lifestyles we live.
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...
Independent Wealth Management Firm Recognized by San Francisco Business Times SAN FRANCISCO, OCT. 19, 2023 — Perigon Wealth Management ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $5.6 billion in...
Firms offering holistic financial planning services may have once appeared as innovative as the infield shift but that’s now considered…
Article by Steve Garmhausen | Barron'sThe high cost of hurricanes and wildfires has prompted major insurers in recent years to jack up premiums, raise deductibles, and in some cases pull out of states like Florida, Louisiana, and California. With property and casualty...
Perigon is ranked number 9 on the Fastest-Growing list and number 96 (out of 521) on the 2023 RIA Ranking.
At Perigon’s most recent women’s conversation circle, in June, a group of female clients, advisors and friends discussed our reactions to the recent financial news – as well as our personal approaches to cash management, banking and saving.
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.