News & Insights
The Latest
Perigon Insights
Market Commentary
401(k) Insights
All Insights
Global Market Commentary December 2023
Global stocks finished 2023 with a nine-week winning streak, ending December up 4.80%, a gain of 11.03% for the fourth quarter and up 22.20% for the year
Global Market Commentary November 2023
Global stocks surged 9.23% in November, breaking a three-month losing streak in the biggest monthly gain since November 2020; the MSCI All Country World Index (ACWI) has climbed 16.60% YTD and is trading less than 2% away from its 2023 high.
Year-End Financial Planning Checklist
This is a comprehensive guide to year-end financial planning opportunities. Use this checklist to make smart moves before we close out the year, and as always work directly with us, your Accountant, or your Attorney to be sure you focus on what is right for you.
Perigon Wealth Management Welcomes Wealth Advisors Inc of Nevada
Perigon announced today it has acquired Wealth Advisors Inc., an RIA with more than $275 million assets under management.
Perigon Women’s Circle Roundup: Talking Money in the Patriarchy
By Sarah GeorgeHow much does gender still affect our attitudes around finances?At our most recent Womens' Circle, we visited a metaphorical Barbie Land to discuss all things pink and patriarchal.Together we explored the ways in which gender expectations have...
Global Market Commentary October 2023
Global stocks represented by the MSCI All Country World Index (ACWI) fell 3.01% in October, the first three-month losing streak for the index since March 2020 when the World Health Organization declared Covid a pandemic.
Perigon Wealth Management Ranked No.56 on 100 Fastest-Growing Private Companies List
Independent Wealth Management Firm Recognized by San Francisco Business Times SAN FRANCISCO, OCT. 19, 2023 — Perigon Wealth Management ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $5.6 billion in...
Bringing In The Knuckleball Pitcher: The Case For Differentiation
Firms offering holistic financial planning services may have once appeared as innovative as the infield shift but that’s now considered…
Global Market Commentary – September 2023
Global equities fell 4.14% in September, bringing down Q3 returns to negative 3.4%, the first quarterly decline in the past three quarters. Year to date however, the MSCI All Country World Index (ACWI) is up 10.06%. In the US, the S&P 500 index slumped -4.87% in a...
Perigon Named To Forbes America’s Top RIA Firm Ranking 2023
For The Second Year In A Row Perigon is named to the Forbes | SHOOK AMERICA’S TOP RIA FIRMS list October 10, 2023.
CIO Quarterly Update – Q4 2023 Looking Beyond the Headlines
The third quarter of 2023 presented speed bumps in financial markets. Across global equity markets we saw stocks pull back and at the same time bond yields moved higher.
Jeremy Paul Speaks On How Advisors Are Helping Clients Navigate Natural Disasters and Home Insurance
Article by Steve Garmhausen | Barron'sThe high cost of hurricanes and wildfires has prompted major insurers in recent years to jack up premiums, raise deductibles, and in some cases pull out of states like Florida, Louisiana, and California. With property and casualty...