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Perigon’s Bud Sturmak Quoted in a recent Barron’s Article
Repost of article originally published by Leslie P. Norton on March 26, 2020 on Barrons.com Companies with higher environmental, social, and governance factors have outperformed the broad market since its February peak, contradicting views that the trend is just a...
A Run on the Bank: Why the Viral Demand for Credit is Straining the Financial System
BY ERIC JARDINE, CFA
Perigon’s Eric Jardine explains how corporate demand for credit is putting a strain on the financial system and why it’s a little bit different than past downturns.
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.
Butterflies and the Tide
BY ERIC JARDINE, CFA
The Viral slowdown is changing the normal reaction function for markets. How should one act? #covid19 #markets
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.
Outlook 2020: What to Watch for and What to Avoid
BY DAVID HALE, CFPĀ®
David Hale’s take on what to look for in 2020
Suggestions for Long-Term Financial Health
Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics. But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these...
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...
AICPA Highlights 6 Recent Personal Finance Trends
The American Institute of CPAās (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test. Here are...
Should You Be Participating In Your Employee Stock Purchase Plan (ESPP)?
Before answering this question, itās important to understand what an Employee Stock Purchase Plan (ESPP) is. An ESPP is a company sponsored benefit plan that allows employees to make after-tax deferral contributions that can be used to purchase shares of the company...
Letter to Uber Employees: Our Thoughts on the Road Ahead
Dear Uber Employees, Youāve come quite a long way! 86% annualized revenue growth over the past 5 years(1) is quite an accomplishment. Congratulations. You are part of what may be a once-in-a-lifetime transformative company. We write you, as we did Lyft and Pinterest...