Global stocks suffered a steep selloff to start the month with the MSCI All Country World Indexās (ACWI) losing as much as 7.73% on August 5th before recovering to finish āan August to rememberā at its all-time high, gaining 2.54% for the month bringing YTD returns to 15.97%.
Wealth Management Articles
Equity partnership is a true partnership
Art Ambarik, CEO of Perigon Wealth Management in California, has overseen over a decade of growth. He reflects on the sanctity of the client-advisor relationship and his priorities.
Embracing the Personal in Planning with Beth Bosworth
Perigon Wealth Management’s Beth Bosworth explains why advisors should throw traditional minimums āout the windowā to attract next-gen clients.
CIO Quarterly Update ā 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.
Invitation – Actionable Ideas for Living Your Values
We all face hundreds of choices each day — from the products we buy to the causes we support and the lifestyles we live.
Perigon Women’s Circle Roundup: Talking Money in the Patriarchy
By Sarah GeorgeHow much does gender still affect our attitudes around finances?At our most recent Womens' Circle, we visited a metaphorical Barbie Land to discuss all things pink and patriarchal.Together we explored the ways in which gender expectations have...
Perigon Wealth Management Ranked No.56 on 100 Fastest-Growing Private Companies List
Independent Wealth Management Firm Recognized by San Francisco Business Times SAN FRANCISCO, OCT. 19, 2023 ā Perigon Wealth Management ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $5.6 billion in...
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 thatās 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...
Perigon Is Ranked No. 9 On Financial Advisor Magazine’s Fastest-Growing RIA’s List For 2023
Perigon is ranked number 9 on the Fastest-Growing list and number 96 (out of 521) on the 2023 RIA Ranking.
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 ā as well as our personal approaches to cash management, banking and saving.
Jeremy Paul Acknowledged by AdvisorHub’s 100 Advisors To Watch – Over $1B
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.