CEO Arthur Ambarik wins at the Wealthies

September 10, 2024

Arthur AmbarikArthur 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

Written by Perigon Wealth

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Global Market Commentary – September 2024

Expectations for global stocks were low for September, historically a challenging month for equity markets. Yet the MSCI All Country World Index’s (ACWI) made five new all-time highs as it gained 2.32% MTD return to bring a choppy Q3 performance to a strong 6.61% return.

Global Market Commentary August 2024

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%.