Wealth Management Articles

Last Week in Review – January 7, 2022

Last Week in Review – January 7, 2022

Last week stocks backed away from record highs as longer-term bond yields increased. Expectations for higher interest rates took a particular toll on growth stocks and the technology-heavy Nasdaq Compositeā€”which suffered its most significant weekly decline in nearly a...

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Global Market Commentary July 2021

Global Market Commentary July 2021

Global Equities advanced 0.69% in July to bring YTD gains to 13.08%. US stocks comprise more than 58% of the MSCI ACWI (All Country World Index), and the S&P 500 climbed 2.27% in July to mark its sixth straight monthly gain ā€“its longest win streak since 2018....

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Global Market Commentary June 2021

Global Market Commentary June 2021

Global equities rose 1.36% in June to bring Q2 and YTD returns to 7.39% and 12.30% respectively. The U.S. comprises more than 58% of the MSCI ACWI All Country World Index ( ACWI), and the S&P 500 finished the first half of the year by notching its 33nd record...

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Global Market Commentary May 2021

Global Market Commentary May 2021

Global Equities finished May 2021 at an all-time high, as the MSCI ACWI (All Country World Index) gained 1.56% this month to bring YTD returns to 10.84%. In the US, the rapidly expanding economy continued to gain steam, yet markets traded mixed in the wake of more...

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Global Market Commentary March 2021

Global Market Commentary March 2021

The S&P 500 closed the first quarter at a record high, climbing 4.42% in March. That brought YTD returns to 5.77%, ahead of President Joe Bidenā€™s unveiling of a $2.25 trillion infrastructure and stimulus spending program after the trading close on March 31st. The...

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What We Learned at Perigon’s First Women’s Circle

What We Learned at Perigon’s First Women’s Circle

By Mary Ballin, Andrea Hamilton and Rachel ElsonWhy do we believe what we do about money? And when is it appropriate ā€“ or important ā€“ to revise those beliefs?That was the topic when Perigon hosted its first Women's Conversation Circle this month. We've created these...

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