2024 has been off to a strong start in the stock market by most measures. A robust US economy, slowing inflation and a cautious Federal Reserve have provided a strong backdrop for continued market growth
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%.
Recently, there seems to be a lot of buzz around a tool called “direct indexing”. More and more Perigon clients are using it in their portfolios, and I’ve even seen it in consumer-facing marketing from financial companies.
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.
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.
Global stocks closed out March up 3.14%, the fifth straight month of gains with Q1 returns up 8.2%. The MSCI All Country World Index had its best opening quarter return since 2019, and finished March at an all-time high, the 21st of this year.
Perigon Wealth Management (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and over $6.5 billion in client assets as of Dec. 31, 2023.
Market predictions are alluring; we all want to have answers in the face of an unknowable future. The logic is simple if we can accurately predict what comes next in the economy or in the stock market…
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.
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.
An inaugural list of the Best Financial Advisory Firms of 2023, developed for USA TODAY by market research firm Statista, attempts to simplify the jumble.
The list is based on the belief, espoused by many financial experts, that the best place to start is with registered investment advisers (RIAs).
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.