Global stocks continued their resiliency, gaining 2.23% in June and 2.87% in Q2, bringing the MSCI All Country World Index’s (ACWI) 2024 YTD return through June 30 to 11.30%.
Global Market Commentary – June 2024
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Financial Planning Articles
Global Market Commentary – May 2024
Global stocks rebounded 4.06% in May to overcome April’s -3.30% slump, bringing the MSCI All Country World Index’s YTD gain to 8.88%. The global benchmark for stocks reached seven all-time highs in May, bringing its 2024 tally to 28 record highs so far this year.
A Game Plan To Protect Players Selected In NFL Draft
Over the next few weeks, 224 people will start a very high-paying job. Due to the risks and competition inherent in this industry, a vast majority will be employed in this field for just a few years.
CIO Quarterly Update – Q2 2024 Stop Waiting for a Goldilocks Moment
We are a little over a year out from the collapse of Silicon Valley Bank, and it is interesting to reflect on how markets have fared since that time. The US equity market is up over 26%1 over the last year and has soared to reach new all-time market highs in 2024.
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.
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…
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.
Perigon Women’s Circle Roundup – How We Think About Cash
At Perigon’s most recent women’s conversation circle, in June, a group of female clients, advisors and friends discussed our reactions to the recent financial news – as well as our personal approaches to cash management, banking and saving.
To Roth Or Not To Roth? That May Not Be The Question
No matter where you are in your life’s journey, it is never too late to start planning for retirement. Even the smallest decisions you make today can have the biggest impact on your future.
What is a 1099 and Why Am I Getting One?
It’s tax season…again, and many people are starting to get or have already received their W-2 wage statements from their employers and are gearing up for filing their tax returns.
Invitation: How to Talk Money With Your Family
For many of us, money is a taboo subject within the family. But financial conversations can also be important and even necessary. What do existing estate plans look like? Do older generations intend to contribute to grandkids’ college or wedding bills or give everything to charity? Do family elders have enough to support themselves without family assistance? Do we need to add “financial support to parents” to our own financial plan?