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Last Week in Review – January 28 2022
Last Week In ReviewLate gains last week helped the large-cap benchmarks move higher, but not before most major indexes moved temporarily into correction territory or down more than 10% from recent highs. The small-cap Russell 2000 Index lagged and ended the week down...
Demystifying Private Equity
Demystifying Private Equity with Scott Yi. Learn how Private Equity can play a key role in your portfolio.
Last Week in Review ā January 21, 2022
Last Week In ReviewLast week, rising interest rate fears and growth worries pushed the S&P 500 Index to its most significant decline over the holiday-shortened week in more than 14 months. (Markets were closed last Monday in observance of the Martin Luther King,...
Last Week in Review – January 14, 2022
Last week the large-cap indexes recorded their second consecutive weekly loss to start the yearāand the technology-heavy Nasdaq Composite its thirdāas the unofficial start of earnings season began. Financials shares came under pressure on Friday as JPMorgan Chase and...
Last Week in Review – January 7, 2022
Last week stocks backed away from record highs as longer-term bond yields increased. Expectations for higher interest rates took a particular toll on growth stocks and the technology-heavy Nasdaq Compositeāwhich suffered its most significant weekly decline in nearly a...
Global Market Commentary December 2021
Global equities gained 4.00% in December to finish up 18.54% for the year, their best annual gains since 2019 ā notwithstanding the COVID-19 pandemic-induced global recession. The MSCI All Country World Index (ACWI), which comprises U.S., developed and emerging market...
Last Week in Review January 3 2022
Last week the major indexes recorded gains, as a āSanta Claus rallyā lifted the S&P 500 Index the reindeer to Santaās sleigh to record highs. The technology-heavy Nasdaq Composite lagged and finished flat. Traders I spoke with noted that trading activity was...
Global Market Commentary November 2021
Global stocks hit an all-time high on November 16th only to sell off and finish the month down -2.41% amid fears about the new Covid omicron variant and further impediments to global supply chains. Despite that, the MSCI All-Country World Index is up 13.98%...
Global Market Commentary October 2021
Global Equities traded at all-time highs this month; the MSCI All-Country World Index gained 5.10% in October to bring returns to 16.79% so far in 2021. U.S. large-cap stocks drove returns as the S&P 500 and Nasdaq 100 finished out October at all-time highs,...
Charitable Giving Strategies: How to Give Money Away with Intention
Perigon is hosting our next Women's Conversation Circle, and we would love to have you join us. BY: Rachel Elson, Mary Ballin and Andrea HamiltonDate: Wednesday, November 17, 2021Where: Online via Zoom ā we'll send out a conference link the week of the circleTime:...
Global Market Commentary September 2021
Global Equities fell -4.13% in September as rising rates, inflation fears and concerns about the Chinese property market shook investors. After a rough month, the MSCI All Country World Index (AWCI) slipped -1.05% during the quarter but remains up 11.12% YTD. In the...
Women’s Circle Roundup – More Mindful Spending
By Andrea Hamilton, Mary Ballin, and Rachel ElsonA wide-ranging conversation yields some smart ideas for putting guidelines in place.We all know there are more ways to spend our money, and demands on us to do so. But figuring out how to make good saving and spending...