Investing Archives | Perigon Wealth Managment https://www.perigonwealth.com/insights/category/investing/ National firm scale and expertise. Personalized service and partnership. Thu, 11 Jun 2026 19:37:40 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.2 https://www.perigonwealth.com/wp-content/uploads/2026/05/Perigon-Lettermark-Dark_blue.svg Investing Archives | Perigon Wealth Managment https://www.perigonwealth.com/insights/category/investing/ 32 32 It’s all about the context: How framing impacts our investment choices https://www.perigonwealth.com/insights/its-all-about-the-context-how-framing-impacts-our-investment-choices/ Tue, 18 Mar 2025 21:42:57 +0000 https://perigonwealthmanagment.kinsta.cloud/its-all-about-the-context-how-framing-impacts-our-investment-choices/ Last week I received a text from my best friend’s seven-year-old son, asking if I would contribute to the read-a-thon fundraiser for his school. Considering my love for my friend, her son, and reading, I was more than happy to contribute to a worthy cause. As I clicked on the link he supplied, I was […]

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]]> What Is Dollar Cost Averaging – and Should You Be Doing It? https://www.perigonwealth.com/insights/what-is-dollar-cost-averaging-and-should-you-be-doing-it/ Tue, 16 Jul 2024 17:25:26 +0000 https://perigonwealthmanagment.kinsta.cloud/what-is-dollar-cost-averaging-and-should-you-be-doing-it/ Sometimes I get a question from multiple clients in a short period, suggesting to me that it’s on people’s minds. Lately, I feel like I’ve been answering a lot of questions about something called “dollar-cost averaging” — from clients and even from Barron’s. It’s not an easy question to answer, though — because it’s one […]

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]]> What to Know Now About Direct Indexing https://www.perigonwealth.com/insights/what-to-know-now-about-direct-indexing/ Mon, 01 Jul 2024 22:21:32 +0000 https://perigonwealthmanagment.kinsta.cloud/what-to-know-now-about-direct-indexing/ Understand what direct indexing is, what the advantages (and disadvantages) are, and when it’s most appropriate. Recently, there seems to be a lot of buzz around a tool called “direct indexing”. More and more Perigon clients are using it in their portfolios, and I’ve even seen it in consumer-facing marketing from financial companies. But it […]

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]]> Bringing In The Knuckleball Pitcher: The Case For Differentiation https://www.perigonwealth.com/insights/bringing-in-the-knuckleball-pitcher-the-case-for-differentiation/ Wed, 18 Oct 2023 13:39:25 +0000 https://perigonwealthmanagment.kinsta.cloud/bringing-in-the-knuckleball-pitcher-the-case-for-differentiation/ Unlike most sports, there’s no clock in baseball. It’s about a unique moment – two down, the bottom of the ninth, a full count with a left-handed pitcher and right-handed batter with a slight wind blowing from left to right field – and the right strategy to address the situation. Today, we face a similar […]

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]]> Perigon Named To Forbes America’s Top RIA Firm Ranking 2023 https://www.perigonwealth.com/insights/perigon-named-to-forbes-americas-top-ria-firm-ranking-2023/ Fri, 13 Oct 2023 13:07:03 +0000 https://perigonwealthmanagment.kinsta.cloud/perigon-named-to-forbes-americas-top-ria-firm-ranking-2023/ For The Second Year In A Row, Perigon Wealth is named in the Forbes | Shook America’s Top RIA Firms list. View the The second annual Forbes/Shook Top RIA list. By Sergei Klebnikov & Shook ResearchOctober 10, 2023 Data provided by SHOOK® Research, LLC – Data as of 12/31/21 America’s Top Registered Investment Advisor Firms […]

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]]> What You Should Do With ESPP Stock https://www.perigonwealth.com/insights/what-you-should-do-with-espp-stock/ Tue, 12 Sep 2023 21:08:12 +0000 https://perigonwealthmanagment.kinsta.cloud/what-you-should-do-with-espp-stock/ ESPP shares aren’t the same as your other employer stock — and you should probably handle them differently. For many of our clients who work in tech, employer equity comes in several different forms. You might get restricted stock, which vests in chunks over time. You might have stock options, which give you the ability […]

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]]> Perigon Celebrates Advisor Marc Specht Making Forbes Top Next-Gen Wealth Advisors Best-In-State 2023 List https://www.perigonwealth.com/insights/perigon-celebrates-advisor-marc-specht-making-forbes-top-next-gen-wealth-advisors-best-in-state-2023-list/ Wed, 09 Aug 2023 19:52:59 +0000 https://perigonwealthmanagment.kinsta.cloud/perigon-celebrates-advisor-marc-specht-making-forbes-top-next-gen-wealth-advisors-best-in-state-2023-list/ Top Next-Gen Wealth Advisors Best-in-State List. Perigon celebrates advisor Marc Specht making Forbes Top Next-Gen Wealth Advisors Best-in-State 2023 list. View the Forbes/Shook Best-in-State Wealth Advisors ranking for 2024 Data provided by SHOOK® Research, LLC – Data as of 12/31/21 America’s Top Registered Investment Advisor Firms ranking was developed by SHOOK Research and is based […]

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]]> Perigon Wealth Advisors Arthur Ambarik, Jeremy Paul and Marc Specht Are Named To Forbes Best-In-State Wealth Advisors List https://www.perigonwealth.com/insights/perigon-wealth-advisors-arthur-ambarik-jeremy-paul-and-marc-specht-are-named-to-forbes-best-in-state-wealth-advisors-list/ Tue, 04 Apr 2023 20:48:38 +0000 https://perigonwealthmanagment.kinsta.cloud/perigon-wealth-advisors-arthur-ambarik-jeremy-paul-and-marc-specht-are-named-to-forbes-best-in-state-wealth-advisors-list/ Best-in-State List Wealth Advisors Perigon Wealth Advisors Arthur Ambarik, Jeremy Paul and Marc Specht Are Named To Forbes Best-In-State Wealth Advisors List. View the Forbes/Shook Best-in-State Wealth Advisors ranking for 2023

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