Education Articles

Year-End Financial Planning Checklist

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.

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What You Should Do With ESPP Stock

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.

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4 Tips for Smarter Gifts to Charity

4 Tips for Smarter Gifts to Charity

How to use a donor-advised fund to get the most tax bang for your charitable buck.By Rachel Elson, CFP® Wealth Advisor, Perigon Wealth ManagementDon't give to charity for the tax benefits: Give because you're committed to using your money for an important cause. But...

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ESG Matters McDivitt on ESG Barriers

ESG Matters McDivitt on ESG Barriers

In our latest ESG Matters video, Mark McDivitt of State Street joins us to discuss the current state of #ESG. Key takeaway for financial advisors trying to better understand this space: ESG is simply risk management. At a time when the vast majority of corporate value...

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Summer Streets Program #2 – Options Trading

Summer Streets Program #2 – Options Trading

Watch Perigon's Senior Investment Strategy Jonathan Masse, CFA® talking about Options Trading as a part of The Street Smarts "Summer Streets" program. The Street Smarts (TSS) is an Oakland based nonprofit that provides a unique opportunity for historically...

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