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Are SPACs Really All That Special?
Special Purpose Acquisition Companies, or SPACs, seem to be all the rage recently. But why are they gaining so much attention, and what should investors know? IPO. EPS. MLP. LIBOR. NYSE. The investment world is fond of acronyms and keeping them straight can be a tall...
Jeremy Paul, Named as Top Advisor by Barron’s and Forbes
BOCA RATON, FLA. (PRWEB) APRIL 26, 2021Jeremy Paul, JD, CFP®,CDFA®,AIF® was recently named to the Barron’s list of Top 1,200 Financial Advisors and as a Forbes’s Best-In State Wealth Advisor. "It's an honor to be recognized by both Barron’s and Forbes as a Top Advisor...
Global Market Commentary March 2021
The S&P 500 closed the first quarter at a record high, climbing 4.42% in March. That brought YTD returns to 5.77%, ahead of President Joe Biden’s unveiling of a $2.25 trillion infrastructure and stimulus spending program after the trading close on March 31st. The...
What We Learned at Perigon’s First Women’s Circle
By Mary Ballin, Andrea Hamilton and Rachel ElsonWhy do we believe what we do about money? And when is it appropriate – or important – to revise those beliefs?That was the topic when Perigon hosted its first Women's Conversation Circle this month. We've created these...
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, CFP® 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 Forward—Integrating ESG to Generate Alpha & Mitigate Risk for Desired Outcomes
Now available on-demand Barron’s 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 — the S&P 500, Dow Jones, and Nasdaq — 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...