News & Insights
Global Market Commentary
Global equities rose 3.08% in March and were up 7.31% for the quarter, despite much volatility sparked by the abrupt collapse in early March of Silicon Valley Bank and Signature Bank
Perigon Wealth Management Acquires Stakeholders Capital, Facilitates Cognizant Wealth Advisors Affiliation Representing a Combined $245 Million AUM
Perigon Wealth Management LLC (“Perigon” or “the firm”) — a rapidly growing independent wealth management firm with offices across the country and approximately $4.8 billion in client assets as of Feb. 28, 2023 — today announced it has acquired Stakeholders Capital with $145 million in assets under management (AUM).
Global Equities roared into 2023 like a lion with the second-best January on record – up 7.17% — but went out like a lamb in February: the MSCI All-Country World Index fell 2.87%
No matter where you are in your life’s journey, it is never too late to start planning for retirement. Even the smallest decisions you make today can have the biggest impact on your future.
Perigon makes the Forbes America’s Top RIA Firms list in 2022…
It’s tax season…again, and many people are starting to get or have already received their W-2 wage statements from their employers and are gearing up for filing their tax returns.
This overview is intended to be high-level and cover some of the themes, and a few key details, to help in your understanding of the SECURE Act 2.0.
Last week the major benchmarks ended lower with relatively few critical economic releases or other concrete sentiment drivers. Sector performance was relatively uniform within the S&P 500 Index, with energy stocks being
If there is a way to “bounce back” after a brutal 2022 that closed with global equities down -18.36%, it is to come out of the gates strong. Global equities did just that, climbing 7.17% in January. It was the MSCI All-Country World Index’s (ACWI) best January since 2019 and second-best January on record…
Major indexes extended their winning streaks into February, helped by some upside surprises in economic data and fourth-quarter earnings reports, as well as what some saw as encouraging signals from the Federal Reserve.
Last week stocks resumed their winning streak, as investors appeared to welcome some hopeful signals that the economy might skirt a recession in 2023. Consumer discretionary stocks were solid, thanks partly to a big jump in Tesla shares over the week following a favorable outlook from CEO Elon Musk.