Latest Insights
We’re happy to share Perigon’s perspective on topics that may help you make better decisions about your finances and investments.
Perigon Wealth Management Advisor Danny McAuliffe Recognized As Rising Star
NextGen Leader Recognized by Industry Media as Exceptional Wealth Managers Under 40 SAN FRANCISCO, OCT. 24, 2025Perigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $9.3...
Perigon Makes Its Debut on the 2025 Barron’s Top 100 RIA List
We’re honored to share that Perigon Wealth Management has been recognized by Barron’s as one of the Top 100 RIA Firms for 2025, debuting at No. 86 on the list.
Perigon Wealth Management President Jeremy Paul Among Barron’s Top Independent Advisors
Perigon Wealth Management announced President Jeremy Paul was ranked No. 70 on the 2025 Barron’s Top 100 Independent Advisors list.
Q4 2025 CIO Letter – Antifragile: When Volatility Strengthens Rather Than Weakens
This year in the stock market feels like a case study in Nassim Taleb’s concept of antifragility—the idea that some systems can not only withstand shocks but can actually benefit from them.
Global Market Commentary September 2025
Global markets surged in September 2025, with rate cuts, record gold prices, and broad sector strength driving gains. Read Perigon’s full market analysis and insights.
Welcoming Gitterman Wealth Management to Perigon
We’re pleased to share that Gitterman Wealth Management and Gitterman Asset Management have joined Perigon Based in Edison, New Jersey, the Gitterman team manages $1.3 billion in assets for individual investors, families, small business owners, and higher-education...
Global Market Commentary August 2025
Global stocks continued their record-setting run, rallying 2.47% in August, notching their fifth winning month in a row. The MSCI All Country World Index’s (ACWI) touched a new all-time high on August 28th and is up 14.30% so far in 2025.
Big Changes Ahead: How the One Big Beautiful Bill Act Could Affect Your Taxes
Whatever name you give it, the One Big Beautiful Bill Act (OBBBA) will bring sweeping changes for nearly every American taxpayer.
Global Market Commentary – July 2025
Global stocks rallied to a new all-time closing high, gaining 4.49% in June bringing Q2 returns to 11.53% and 2025 YTD gains to 10.05% — completing a remarkable comeback from the spring’s tariff-induced turmoil
Q3 2025 CIO Letter – Discipline and Diversification for the Win
As we reflect on the first half of 2025, markets have delivered a lesson in resilience—and a reminder of the importance of staying diversified and disciplined through uncertainty.
Global Market Commentary – June 2025
Global stocks rallied to a new all-time closing high, gaining 4.49% in June bringing Q2 returns to 11.53% and 2025 YTD gains to 10.05% — completing a remarkable comeback from the spring’s tariff-induced turmoil
Mastering Market Volatility: Perigon CIO Rafia Hasan on What Really Matters
In a recent interview with WealthManagement.com, Rafia Hasan, CFA, CIO at Perigon Wealth Management, shared her perspective on how clients are navigating the current market environment—and why it feels different this time, in the best way.Watch the InterviewCalmer...