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4 Tips for Smarter Gifts to Charity
How to use a donor-advised fund to get the most tax bang for your charitable buck.By Rachel Elson, CFPĀ® Wealth Advisor, Perigon Wealth ManagementDon't give to charity for the tax benefits: Give because you're committed to using your money for an important cause. But...
Global Market Commentary February 2021
A runup in interest rates cooled a rally in global stocks this month. The MSCI All-Country World Index (ACWI) hit an all-time high on February 16 and was up over 6.60% mid-month, only to finish February with a more modest 2.32% gain. Inflation worries heightened,...
An Invitation to Perigon's New Women's Conversation Circles
Perigon is launching its new Women's Conversation Circles, and we would love to have you join us.Date: Thursday, March 18 at 4:00 - 5:30 p.m. Pacific Time RSVP: conversationcircles@perigonwealth.com Where: Zoom - we'll send out a conference link after you...
Global Market Commentary January 2021
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...
The Way ForwardāIntegrating ESG to Generate Alpha & Mitigate Risk for Desired Outcomes
Now available on-demand Barronās Advisor partners with Ping An to bring together Institutional Investors, Fund Managers, Private Wealth Advisors, and HNW investors for a special edition of The Way Forward. Join us to hear experienced professionals share their views on...
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...
Highlights from our chat with John Streur CEO of Calvert Research and Management
Highlights from our chat withĀ John StreurĀ CEO ofĀ Calvert Research and Management. Key point - under a Biden administration there will be more money put toward transitioning our energy system and John believes "the whole landscape will shift on its axis."
What a Biden win might mean for sustainable investing
Corporate drive for sustainability creates space for Biden plan initiatives RIDGEWOOD, NJ. (Callaway Climate Insights) ā In a tumultuous year which will be forever remembered by the impacts of Covid-19, racial injustice, and the adverse effects of climate change, one...
Global Market Commentary September 2020
Global equities experienced their first monthly decline in five months, falling 3.22% in September, but still managed to post an 8.13% return for the third quarter (Q3). That's especially impressive considering the economic havoc the coronavirus pandemic has brought...
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...