Global equities started the New Year strong, but then faltered by month's end. As of January 21, the MSCI All-Country World Index was up 3.75% for the month and making new all-time highs -- but then sold off and finished the month down 0.45%. In the U.S., the S&P...
Wealth Management Articles
Global Market Commentary December 2020
A chaotic 2020 came to a close with global equities climbing 4.64% in December. They ended the year up 16.25%, as the MSCI All-Country World Index (ACWI) finished at an all-time high. The three US bellwethers ā the S&P 500, Dow Jones, and Nasdaq ā also closed the...
Global Market Commentary November 2020
Global equities just experienced a November to remember: The MSCI All-Country World Index (ACWI) jumped 12.33% to record its best month since the index launched back in 1969, as investors rode a wave of upbeat news about impending COVID-19 vaccines. Two U.S....
Global Market Commentary October 2020
Earlier hopes for both a vaccine and U.S. stimulus finally faded in October, as investors became frustrated with the lack of progress on both fronts. Global equities sold off, with the MSCI All-Country World Index (ACWI) falling 2.43%. In the U.S., the bellwether...
Perigon’s Rachel Elson discusses investing and planning for retirement with Ilyce Glink, CEO of Best Money Moves.
The world of investments can seem confusing, but making smart choices will help you build wealth, especially in uncertain times. Host Ilyce Glink, CEO of Best Money Moves, speaks with financial expert Rachel Elson, associate financial planner with Perigon Wealth...
Perigon Named to 2020 Financial Times Top 300 RIAs
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...
Arthur Ambarik and Rachel Elson on Steve Sanduski’s “Between Now and Success” podcast
Our own Arthur Ambarik and Rachel Elson join Steve Sandusky on his "Between Now and Success" podcast. Steve's Key Takeaway: In order to make you and your services major players in your clientās financial narrative: Do what other advisors donāt. Find those pain...
Investors Hit the Panic Button: Best Practices for Approaching Todayās Volatility
BY DAVID HALE, CFPĀ®
What’s the right thing to do now for Investors? Perigon’s David Hale thinks there is no one-size-fits-all response.
Perigon Wealth Management and RLP Wealth Advisors Join Forces
BY DAN NEWHALL
Perigon Wealth Management and RLP Wealth Advisors Join Forces, creating a $1.8B business with a national footprint.
Avoiding Bad Financial Decisions
Managing finances properly is mainly common sense. While weāve 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...
Why Diversifying Your Portfolio is Important
If youāre a beginning investor, itās likely youāre concentrating on building your portfolio. But as important as it is to build that portfolio, you should also ensure that itās diversified. Why is a diversified portfolio so important? There are three key reasons why...
Itās Never Too Late to Save
Retirement can sneak up on you. At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever, but now you can admit that the thought of retiring has its benefits. Perhaps youāve found yourself...