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Global Market Commentary March 2025
Global equities dropped 3.95% in March to bring Q1 and YTD returns into the red at -1.32%. MSCI All Country World Index’s (ACWI) is 6.59% off its all-time high made on February 12th. US markets contributed 97% of the global markets’ poor performance this month, as the...
It’s 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...
Perigon Wealth Management Executives and Advisors Deliver Keynotes, Support Panel Discussions at Leading Industry Conferences
Perigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $8.7 billion in client assets as of Dec. 31, 2024, announced its executives and advisors will present at several leading...
Global Market Commentary January 2025
Global stocks came out of the gates strong, gaining 3.36% in January following impressive back-to-back years that saw them gain 22.20% in 2023 and 17.49% in 2024. This represented a nice rebound from last month that saw the MSCI All Country World Index’s (ACWI)...
Q1 CIO Letter – Tempering Enthusiasm for 2025
As we close the book on 2024 and ring in 2025, one thing is for certain – 2024 was a fabulous year for US stocks, following a similarly strong year in 2023.
Global Market Commentary – December 2024
Global stocks ended 2024 on a down note falling 2.37% in December and slipping 0.99% in the fourth quarter, but still posted an impressive 17.49% gain for the year. The MSCI All Country World Index’s (ACWI) finished off just 3.64% from its all-time high it made on...
Marc Specht & Bud Sturmak Land On InvestmentNews Hot List
The Hot List, launched in 2023, celebrates top financial professionals in the U.S. who have helped shape and innovate the industry over the past 12 months.
Perigon President Jeremy Paul in Barron’s: Financial Advice for Songwriters in the Age of Streaming
Working with songwriters as clients can be a unique proposition given the shifts in how songs now generate revenue.
UBS Team Joins Perigon
Perigon Wealth announced it expanded its Florida network with the addition of the Harrigan Group.
Your 2024 Year-End Financial Planning Checklist
This is a comprehensive guide to year-end financial planning opportunities. Use this checklist to make smart moves before we close out the year, and as always work directly with us, your Accountant, or your Attorney to be sure you focus on what is right for your financial circumstances.
Global Market Commentary – November 2024
Global stocks closed November at a new all-time high as the MSCI All Country World Index’s (ACWI) jumped 3.74% MTD to bring YTD returns to 20.34% so far in 2024.
Perigon Names New General Counsel and CCO, Director of Organic Growth
Perigon announced it has hired Jonathan Robbins as General Counsel and Chief Compliance Officer and Michael Mignosi as Director of Organic Growth.