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 Compositeāwhich suffered its most significant weekly decline in nearly a...
Wealth Management Articles
Charitable Giving Strategies: How to Give Money Away with Intention
Perigon is hosting our next Women's Conversation Circle, and we would love to have you join us. BY: Rachel Elson, Mary Ballin and Andrea HamiltonDate: Wednesday, November 17, 2021Where: Online via Zoom ā we'll send out a conference link the week of the circleTime:...
Women’s Circle Roundup – More Mindful Spending
By Andrea Hamilton, Mary Ballin, and Rachel ElsonA wide-ranging conversation yields some smart ideas for putting guidelines in place.We all know there are more ways to spend our money, and demands on us to do so. But figuring out how to make good saving and spending...
Saving and Spending Policies: How to Set Rules in Advance to Help Make Better Decisions in the Moment
Perigon is hosting our next Womenās Conversation Circles session, and we would love to have you join us. Date: Wednesday, September 8 at 4:00 ā 5:30 p.m. Pacific Time. RSVP: conversationcircles@perigonwealth.com
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 āits longest win streak since 2018....
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...
Considering Our Solo Future ā From a Place of Strength
By Andrea HamiltonWe hosted a fascinating Womenās Conversation Circle last week, with a diverse group of women tackling the subject of solo aging.If you're a woman in the United States, there's a good chance you'll be on your own in your later years. Women who are...
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...
An Invitation to Perigon’s Women’s Conversation Circles
Join us at the next Women's Conversation Circle, we would love to have you with us.Date: Thursday, June 10 at 4:00 - 5:30 p.m. Pacific TimeRSVP: conversationcircles@perigonwealth.comWhere: Zoom - we'll send out a conference link earlier in the week.If youāre a woman...
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 Bidenās unveiling of a $2.25 trillion infrastructure and stimulus spending program after the trading close on March 31st. The...
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...
An Invitation to Perigon's New Women's Conversation Circles
Perigon is launching its new Women's Conversation Circles, and we would love to have you join us.Date: Thursday, March 18 at 4:00 - 5:30 p.m. Pacific Time RSVP: conversationcircles@perigonwealth.com Where: Zoom - we'll send out a conference link after you...