News & Insights
The Latest
Perigon Insights
Market Commentary
401(k) Insights
All Insights
Global Market Commentary March 2024
Global stocks closed out March up 3.14%, the fifth straight month of gains with Q1 returns up 8.2%. The MSCI All Country World Index had its best opening quarter return since 2019, and finished March at an all-time high, the 21st of this year.
Perigon Wealth CIO Rafia Hasan Featured Speaker Spring 2024
Chief Investment Officer Rafia Hasan CFA, CFP® will share her market insights and expertise at several upcoming wealth management events.
Perigon Celebrates CEO Arthur Ambarik, President & Partner, Jeremy Paul and Partner, Marc Specht In Making Forbes Best-In-State Wealth Advisors 2024 List
Volatile but rising markets, with a heavy measure of election year uncertainty are a good environment for the 8,507 seasoned wealth managers populating the sixth annual Forbes/SHOOK Best-in-State Wealth Advisors ranking.
Barron’s Names Jeremy Paul #35 For The State of Florida In Their 2024 Advisor Ranking
Barron’s published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry.
Global Market Commentary February 2024
Global stocks soared 4.29% in February to bring 2024 returns to 4.90% YTD. The MSCI All Country World Index closed the month at an all-time high.
Perigon Wealth Management Welcomes Two Advisor Firms with Combined $375 Million in AUM
Perigon Wealth Management announced it has acquired Blue Water Capital Management LLC and Lumin Financial LLC. The firms have collective Assets Under Management (AUM) of approximately $375 million in AUM.
Perigon Welcomes Prudeo Partners
Perigon announced the acquisition of Prudeo Partners, a wealth management firm with offices in Reading, Pennsylvania and West Columbia, South Carolina with approximately $425 million in total client assets…
Global Market Commentary January 2024
Global stocks gained 0.59% in January, after an impressive run up of 22.2% last year. The US large cap S&P 500 index rose 1.59% in January, posting six new closing highs, after jumping 24.23% last year
PSN Names Perigon Official U.S. Wealth Management Partner
Premier Sports Network (PSN), the leading private network for the global sports industry, today announced it has established a partnership with Perigon Wealth Management
Invitation – Actionable Ideas for Living Your Values
We all face hundreds of choices each day — from the products we buy to the causes we support and the lifestyles we live.
Perigon Welcomes Constellation Wealth Capital As A Strategic Investor
Perigon Wealth Management (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and over $6.5 billion in client assets as of Dec. 31, 2023.
CIO Quarterly Update – Q1 2024 Futility of Macro Forecasts
Market predictions are alluring; we all want to have answers in the face of an unknowable future. The logic is simple if we can accurately predict what comes next in the economy or in the stock market…