Global stocks rallied to a new all-time closing high, gaining 4.49% in June bringing Q2 returns to 11.53% and 2025 YTD gains to 10.05% — completing a remarkable comeback from the spring’s tariff-induced turmoil
Investing Articles
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 – 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...
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 January 2025
Global stocks came out of the gates strong, gaining 3.36% in January following impressive back-to-back years that saw them gain 22.20% in 2023 and 17.49% in 2024. This represented a nice rebound from last month that saw the MSCI All Country World Index’s (ACWI)...
Q1 CIO Letter – Tempering Enthusiasm for 2025
As we close the book on 2024 and ring in 2025, one thing is for certain – 2024 was a fabulous year for US stocks, following a similarly strong year in 2023.
Your 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 your financial circumstances.
Global Market Commentary – November 2024
Global stocks closed November at a new all-time high as the MSCI All Country World Index’s (ACWI) jumped 3.74% MTD to bring YTD returns to 20.34% so far in 2024.
CIO Update: Market Reaction to Election Results
The results of arguably the most closely watched election across the world are finally in, and the U.S. stock market has reacted positively to Donald Trump’s win and the shift of Senate control to a Republican majority. We are still awaiting the results of the House of Representatives, but expectations are for Republican control in that chamber as well.
Global Market Commentary – September 2024
Expectations for global stocks were low for September, historically a challenging month for equity markets. Yet the MSCI All Country World Index’s (ACWI) made five new all-time highs as it gained 2.32% MTD return to bring a choppy Q3 performance to a strong 6.61% return.
CIO Quarterly Update – Q4 2024 Public Service Announcement on Elections and Investing
With less than a month left until election day in a race that is expected to be tightly contested, it is normal to have concerns about how the results will impact you.
Global Market Commentary August 2024
Global stocks suffered a steep selloff to start the month with the MSCI All Country World Index’s (ACWI) losing as much as 7.73% on August 5th before recovering to finish “an August to remember” at its all-time high, gaining 2.54% for the month bringing YTD returns to 15.97%.
