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.
Calmer Markets—or Calmer Clients?
While volatility has made its return, Rafia notes that many clients are responding with more resilience and clarity than in previous cycles. That’s not because the markets are any more predictable—but because the conversations have changed.
“Clients are no longer reacting to headlines with panic. They’ve become more grounded, and much of that is a result of the work advisors have done to educate, contextualize, and plan proactively.” ~ Rafia Hasan
At Perigon, we believe emotional intelligence is just as important as financial intelligence. Our advisors don’t just manage portfolios—they help clients manage their reactions, too.
Why This Market Cycle Feels Different
- Reinforcing long-term goals
- Reassessing risk tolerance (when appropriate)
- Leaning on fixed income and defensive allocations as stabilizers
What It Means for You
Whether you’re a retiree concerned about inflation or a business owner navigating uncertainty, your ability to stay the course starts with clarity—and a plan designed for your life.
That’s where Perigon comes in.
Our approach is centered on personalized guidance, proactive communication, and clear decision-making frameworks that help clients stay confident, no matter the headlines.
Get the Conversation Started
If you’re wondering how to manage your own portfolio during periods of market noise, we’re here to help.
Connect with a Perigon Advisor
Learn more about our investment philosophy
About Rafia Hasan, CFA
As Chief Investment Officer at Perigon Wealth Management, Rafia leads our investment research and strategy. With a deep background in both institutional and personal wealth management, she brings clarity, discipline, and heart to how we help clients invest.
