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Ukraine / Oil / Geopolitical Risk
As Russia invades Ukraine, the worst-case scenario has materialized. So, as I start to think about various elements, I ask myself, “where do we go from here?” The President is expected to speak early today, and the EU has an emergency summit this afternoon (6:00 pm...
When RIAs Should Sell Minority Shares – Retiring Legacy Debt And Dormant Partners
Originally published on Financial Advisor Magazine on 2/22/2022 Over the past two years, many owners of RIAs with $200 million or more in assets have become accustomed to being approached by financial or strategic partners with acquisition offers. And there's no end...
Last Week in Review – February 18, 2022
Last Week In ReviewLast week large-cap indexes suffered their second consecutive week of declines as worries over a Russian invasion of Ukraine and high inflation weighed on sentiment. A steep decrease in Meta Platforms (Facebook) weighed heavily on the communication...
Last Week in Review – February 11, 2022
Last Week In ReviewVolatility continued last week, as the large-cap indexes ended the week lower, while the S&P Midcap 400 and small-cap Russell 2000 indexes recorded modest gains. The technology-heavy Nasdaq Composite fared worst and ended the week down roughly...
Last Week in Review – February 4, 2022
Last Week In ReviewLast week equity markets remained volatile but recorded overall gains for the second consecutive week. Breaking with a pattern of value outperformance mainly in place since November, growth and value shares performed similarly, while mid-and...
Global Market Commentary – January 2022
Global markets got off to a rough start in 2022 as the MSCI All-Country World Index fell -4.91% in January, its worst monthly performance since March 2020. The MSCI EAFE index dropped -4.86% and the S&P500 was down -5.26%, while the Russell 2000 Small Cap index...
Everything You Wanted to Know About the Stock Market But Were Afraid to Ask
Join Perigon for our next Women's Conversation Circle. BY: Rachel Elson, Mary Ballin, Andrea Hamilton, and Anne SappDate: Thursday, February 24, 2022Where: Online via Zoom – we'll send out a conference link the week of the circleTime: 4:00pm – 5:30pm Pacific TimeRSVP:...
Last Week in Review – January 28 2022
Last Week In ReviewLate gains last week helped the large-cap benchmarks move higher, but not before most major indexes moved temporarily into correction territory or down more than 10% from recent highs. The small-cap Russell 2000 Index lagged and ended the week down...
Demystifying Private Equity
Demystifying Private Equity with Scott Yi. Learn how Private Equity can play a key role in your portfolio.
Last Week in Review – January 21, 2022
Last Week In ReviewLast week, rising interest rate fears and growth worries pushed the S&P 500 Index to its most significant decline over the holiday-shortened week in more than 14 months. (Markets were closed last Monday in observance of the Martin Luther King,...
Last Week in Review – January 14, 2022
Last week the large-cap indexes recorded their second consecutive weekly loss to start the year—and the technology-heavy Nasdaq Composite its third—as the unofficial start of earnings season began. Financials shares came under pressure on Friday as JPMorgan Chase and...
Last Week in Review – January 7, 2022
Last week stocks backed away from record highs as longer-term bond yields increased. Expectations for higher interest rates took a particular toll on growth stocks and the technology-heavy Nasdaq Composite—which suffered its most significant weekly decline in nearly a...