CEO Arthur Ambarik wins at the Wealthies

September 10, 2024

Arthur AmbarikArthur Ambarik wins the Individual RIA Firm Leaders category for CEO of the Year (AUM Under $20B)

WealthManagement.com Celebrates Top Companies, Executives at 2024 Industry Awards. Judges recognized 84 companies for their outstanding support of financial advisor success from among 287 finalists… Read the full article

September 5, 2024

Written by Perigon Wealth

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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%.

Global Market Commentary July 2024

Global stocks, as measured by the MSCI All Country World Index (ACWI), continued their 2024 gains and new closing highs (nine in July and 39 YTD) before finishing a volatile month up 1.61%. ACWI closed at an all-time high on July 17th which saw MTD returns as high as up 3.71% intramonth.