News & Insights
The Latest
Perigon Insights
Market Commentary
401(k) Insights
All Insights
Selling Your Business
How to plan,sell, and protect what you've builtSelling a business while still running it is no small task. The process can demand so much focus on negotiations and day-to-day operations that little time is left to think about what happens after the deal closes,...
Perigon Wealth Management Enhances Impact Investing Team and Services
Perigon Wealth Management announced it has enhanced its existing impact investing services by creating an Impact Team.
Q1 2026 CIO Letter – Two Questions for 2026: AI Exuberance and Geopolitical Uncertainty
As we celebrate the start of a new year, we reflect on a robust 2025 for investors, with the MSCI global equity benchmark hitting 56 new all-time highs over the course of the year and delivering a 22% return, its best annual performance since 20191 .
Global Market Commentary December 2025
Markets closed 2025 on a high note. Learn what drove global stocks, bonds, metals, and crypto as the year came to an end.
Perigon named 2026 RIA Firm to Watch by AdvisorHub
Perigon was ranked #21 out of 25 mid-sized RIAs on AdvisorHub’s RIA Firms to Watch in 2026.
Perigon Repeats Newsweek Top Financial Advisory Firm Recognition
Perigon Wealth Management Repeats Newsweek Top Financial Advisory Firm RecognitionFirm Retains Five-Star RatingPerigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $10.2...
Global Market Commentary November 2025
Global markets were flat in November, but major shifts played out beneath the surface. Explore trends in tech, metals, crypto, yields, and international markets.
Global Market Commentary October 2025
Global Market Commentary at a GlanceGlobal stocks rose 2.24% MTDVolatility (VIX) climbed to 17.44Fed rates are now at 3.75–4.00% range10-year Treasury yield eased to 4.08%Japan’s Nikkei 225 reached 52,411Gold cooled to $4,002.92/ozBitcoin and Ethereum falling 4.55%...
Perigon Wealth Management Advisor Danny McAuliffe Recognized As Rising Star
NextGen Leader Recognized by Industry Media as Exceptional Wealth Managers Under 40 SAN FRANCISCO, OCT. 24, 2025Perigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $9.3...
Perigon Makes Its Debut on the 2025 Barron’s Top 100 RIA List
We’re honored to share that Perigon Wealth Management has been recognized by Barron’s as one of the Top 100 RIA Firms for 2025, debuting at No. 86 on the list.
Perigon Wealth Management President Jeremy Paul Among Barron’s Top Independent Advisors
Perigon Wealth Management announced President Jeremy Paul was ranked No. 70 on the 2025 Barron’s Top 100 Independent Advisors list.
Q4 2025 CIO Letter – Antifragile: When Volatility Strengthens Rather Than Weakens
This year in the stock market feels like a case study in Nassim Taleb’s concept of antifragility—the idea that some systems can not only withstand shocks but can actually benefit from them.