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Mastering Market Volatility: Perigon CIO Rafia Hasan on What Really Matters
In a recent interview with WealthManagement.com, Rafia Hasan, CFA, CIO at Perigon Wealth Management, shared her perspective on how clients are navigating the current market environment—and why it feels different this time, in the best way.Watch the InterviewCalmer...
Global Market Commentary – May 2025
Global stocks popped 5.75% in May, marking the MSCI All Country World Index’s (ACWI) best monthly performance since November 2023 when it surged 9.23%. The bulk of the global equity index gains came…
Perigon Wealth Management Welcomes Jeremy Kovacs To Enhance Southern California Presence
Perigon Wealth Management announced the appointment of Jeremy Kovacs as a Managing Director, Wealth Advisor. He manages over $300 million in total client assets and will help expand Perigon’s footprint in Orange County, California.
What You Need to Know About 529 College Savings Plans
As 529 Day (May 29) approaches, it’s a timely reminder to take stock of how education savings plans, specifically 529 plans, fit into your broader financial strategy.
Global Market Commentary – April 2025
Although Global stocks gained 0.93% in April, it was a wild month! In the wake of “Liberation Day”, which President Donald Trump announced his administration’s plans for “reciprocal tariffs”, the MSCI All Country World Index (ACWI) dropped 9.96% at its monthly low...
Q2 2025 CIO Letter – Taking the Market’s Medicine
It was a difficult first quarter in the market in 2025, and the pain has only worsened in the first weeks of April, with a full-scale global trade war underway. What has happened so far On April 2nd, President Trump announced his much-anticipated tariff plans, which were higher than market and economist expectations.
Maximizing Wealth and Mitigating Risk: Financial Strategies for Defense Contracting Executives
As a defense contracting executive, you operate in a unique financial landscape. Your compensation package likely includes a combination of salary, bonuses, restricted stock units (RSUs), performance shares and/or stock options. Integrating these elements efficiently...
Global Market Commentary March 2025
Global equities dropped 3.95% in March to bring Q1 and YTD returns into the red at -1.32%. MSCI All Country World Index’s (ACWI) is 6.59% off its all-time high made on February 12th. US markets contributed 97% of the global markets’ poor performance this month, as the...
It’s all about the context: How framing impacts our investment choices
Last week I received a text from my best friend’s seven-year-old son, asking if I would contribute to the read-a-thon fundraiser for his school. Considering my love for my friend, her son, and reading, I was more than happy to contribute to a worthy cause. As I...
Global Market Commentary – February 2025
Global equities slipped 0.60% in February, chipping away at their strong January 3.36% start to bring YTD returns to 2.73%.
Perigon Wealth Management Executives and Advisors Deliver Keynotes, Support Panel Discussions at Leading Industry Conferences
Perigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $8.7 billion in client assets as of Dec. 31, 2024, announced its executives and advisors will present at several leading...
Jeremy Paul Ranked 15 Top Financial Advisors in the USA by InvestmentNews
Jeremy Paul has been named one of the top 15 financial advisors in the U.S. by InvestmentNews*, recognized for his remarkable achievements in wealth management as they pertain to AUM and client growth. His personalized approach, innovative strategies, and commitment...