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Perigon Adds 3 Key Hires To Support Growth
Perigon Wealth welcomes three key hires to support the firm’s continued expansion through organic growth and acquisitions.
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%.
CEO Arthur Ambarik wins at the Wealthies
Art Ambarik, CEO of Perigon Wealth Management in California, has overseen over a decade of growth. He reflects on the sanctity of the client-advisor relationship and his priorities.
Equity partnership is a true partnership
Art Ambarik, CEO of Perigon Wealth Management in California, has overseen over a decade of growth. He reflects on the sanctity of the client-advisor relationship and his priorities.
Embracing the Personal in Planning with Beth Bosworth
Perigon Wealth Management’s Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients.
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.
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.
Perigon Is Ranked No. 24 on Financial Advisor Magazine’s Fastest Growing RIA’s List for 2024
Perigon is ranked #24 (out of 50) on the Fastest Growing list, #73 on the 2024 RIA list (out of 431) and #73 on the RIA Discretionary and Non-discretionary AUM (out of 431)
CIO Quarterly Update Q3 2024 – To Nvidia and Beyond
2024 has been off to a strong start in the stock market by most measures. A robust US economy, slowing inflation and a cautious Federal Reserve have provided a strong backdrop for continued market growth
Global Market Commentary – June 2024
Global stocks continued their resiliency, gaining 2.23% in June and 2.87% in Q2, bringing the MSCI All Country World Index’s (ACWI) 2024 YTD return through June 30 to 11.30%.
What to Know Now About Direct Indexing
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.
Perigon Welcomes Creative Financial Planning To The Team
Perigon Wealth announced the acquisition of Creative Financial Planning Inc. of New York, a firm with approximately $150 million in assets under management (AUM).