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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 Indexās (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 ādirect indexingā. More and more Perigon clients are using it in their portfolios, and Iāve 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).
Global Market Commentary – May 2024
Global stocks rebounded 4.06% in May to overcome Aprilās -3.30% slump, bringing the MSCI All Country World Indexās YTD gain to 8.88%. The global benchmark for stocks reached seven all-time highs in May, bringing its 2024 tally to 28 record highs so far this year.
Arthur Ambarik named a finalist for CEO of Year and M&A Leader of the Year
Arthur Ambarik has been named a finalist for CEO of Year and M&A Leader of the Year in the Wealth Management Industry Awards.
Perigon Wealth Management Names Maria Daley, CFPĀ®, Head of Advisor Success & Integration
Perigon Wealth Management LLC today announced the appointment of Maria Daley, CFPĀ®, as Head of Advisor Success & Integration. In this newly created role, Daley will be responsible for ensuring advisors have access to the full scope of the firmās resources and further enhancing the Perigon platform with added support offerings.
Global Market Commentary April 2024
Global stocks broke a five-month winning streak by falling 3.30% in April, but the MSCI All Country World Index fell remains up 4.63% YTD.
Perigon Makes USA Today’s Best Financial Advisory Firms
The ranking is based on the growth of the companiesā assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.
A Game Plan To Protect Players Selected In NFL Draft
Over the next few weeks, 224 people will start a very high-paying job. Due to the risks and competition inherent in this industry, a vast majority will be employed in this field for just a few years.