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ESG Matters: Video Chat with Katie Schmitz Eulitt of SASB
In the latest installment of ESG Matters, Perigon's Bud Sturmak and and Evan Zall from Longview Strategies talk to special guest Katie Schmitz Eulitt of SASB. They explore the connection between sustainability and financial performance and discuss what is motivating...
Arthur Ambarik and Rachel Elson on Steve Sanduski’s “Between Now and Success” podcast
Our own Arthur Ambarik and Rachel Elson join Steve Sandusky on his "Between Now and Success" podcast. Steve's Key Takeaway: In order to make you and your services major players in your client’s financial narrative: Do what other advisors don’t. Find those pain...
ESG Matters: COVID-19 proving out value of Sustainable Investing
In an unprecedented, chaotic, and uncertain environment, sustainable investing is standing out as a reliable strategy – and is getting the attention it deserves. While there has been momentum for awhile, there are now three pretty exciting elements playing out at the...
COVID-19 Response Reinforces Value of Sustainable Investing
Re-post of an article originally published by Perigon's Bud Sturmak and Longview Strategy's Evan Zall on investmentnews.com on April 17, 2020. Read the full article
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 Today’s Volatility
BY DAVID HALE, CFP®
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, CFP®
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 we’ve 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...