News & Insights
The Latest
Perigon Insights
Market Commentary
401(k) Insights
All Insights
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...
What You Should Do With ESPP Stock
There are different structures for Employee Stock Purchase Plans, or ESPPs, but in general, they allow you to set aside money from your paycheck to buy your employer’s stock at a discount over a certain time period.
Global Market Commentary – August 2023
Global equities slipped 2.79% in August, yet the MSCI All Country World Index’s (ACWI) year-to-date gain still stands at an impressive 14.80% over the first eight months of the year.
Listen To The Latest RIA Edge Podcast Featuring Perigon’s CEO Arthur Ambarik
Arthur Ambarik shares the story of Perigon’s evolution from a small firm with under $150 million in assets under management to its current status of about $6 billion in AUM.
Invitation: Barbie, Money and the Gender Gap
The megahit Barbie movie — in which director Greta Gerwig gave the iconic brand a subversive twist — has a lot of people talking about feminism, female stereotypes and women’s empowerment.