Arthur Ambarik wins the Individual RIA Firm Leaders category for CEO of the Year (AUM Under $20B)WealthManagement.com Celebrates Top Companies, Executives at 2024 Industry Awards. Judges recognized 84 companies for their outstanding support of financial advisor success from among 287 finalists… Read the full article
September 5, 2024
Global equities made two new all-time highs in October, yet the MSCI All Country World Index’s (ACWI) finished down 2.24% on the month, bringing the global benchmark for stocks to up 16.00% on the year.
Perigon Wealth has once again been named to the San Francisco Business Times’ 100 Fastest Growing Private Companies list.
If you have your nest egg in accounts at Fidelity, that probably made your stomach lurch. The fact that those 77,000 people were only 0.2% of Fidelity’s 51 million customers is small comfort if you were one of the 77,000.
The S&P 500 is up nearly 20%, climbing a wall of worry, which includes wars in the Middle East and Ukraine, and the uncertainty of the upcoming presidential election.