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...
Perigon is ranked number 9 on the Fastest-Growing list and number 96 (out of 521) on the 2023 RIA Ranking.
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.
100 Advisors To Watch (Over $1B)
These fifty advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
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).
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.
Perigon makes the Forbes America’s Top RIA Firms list in 2022…
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?
The news – coming at us from every channel, broadcast, blog, or tweet – can sound scary and grim. Inflation, potential recession, rapidly rising interest rates, the wildly gyrating stock market … It’s enough to make us want to tune out the news completely or throw our investment statements in the shredder unopened.
In their worst Q1 performance since 2020, global equities ended the first quarter down -5.36% despite rallying in March 2.17%. In the U.S., both the S&P 500 and Nasdaq indices posted their first quarterly loss in two years, returning -4.95% and -9.08%...
The Russian invasion of Ukraine sent risk assets plummeting in February as the conflict, the resulting sanctions and soaring inflation add more uncertainty to the global economic picture. The MSCI All Country World Index dropped -2.58% in February to bring YTD returns...
Originally published on Financial Advisor Magazine on 2/22/2022 Over the past two years, many owners of RIAs with $200 million or more in assets have become accustomed to being approached by financial or strategic partners with acquisition offers. And there's no end...