News & Insights
The Latest
Perigon Insights
Market Commentary
401(k) Insights
All Insights
Welcoming Gitterman Wealth Management to Perigon
We’re pleased to share that Gitterman Wealth Management and Gitterman Asset Management have joined Perigon Based in Edison, New Jersey, the Gitterman team manages $1.3 billion in assets for individual investors, families, small business owners, and higher-education...
Global Market Commentary August 2025
Global stocks continued their record-setting run, rallying 2.47% in August, notching their fifth winning month in a row. The MSCI All Country World Index’s (ACWI) touched a new all-time high on August 28th and is up 14.30% so far in 2025.
Big Changes Ahead: How the One Big Beautiful Bill Act Could Affect Your Taxes
Whatever name you give it, the One Big Beautiful Bill Act (OBBBA) will bring sweeping changes for nearly every American taxpayer.
Global Market Commentary – July 2025
Global stocks rallied to a new all-time closing high, gaining 4.49% in June bringing Q2 returns to 11.53% and 2025 YTD gains to 10.05% — completing a remarkable comeback from the spring’s tariff-induced turmoil
Q3 2025 CIO Letter – Discipline and Diversification for the Win
As we reflect on the first half of 2025, markets have delivered a lesson in resilience—and a reminder of the importance of staying diversified and disciplined through uncertainty.
Global Market Commentary – June 2025
Global stocks rallied to a new all-time closing high, gaining 4.49% in June bringing Q2 returns to 11.53% and 2025 YTD gains to 10.05% — completing a remarkable comeback from the spring’s tariff-induced turmoil
Mastering Market Volatility: Perigon CIO Rafia Hasan on What Really Matters
In a recent interview with WealthManagement.com, Rafia Hasan, CFA, CIO at Perigon Wealth Management, shared her perspective on how clients are navigating the current market environment—and why it feels different this time, in the best way.Watch the InterviewCalmer...
Global Market Commentary – May 2025
Global stocks popped 5.75% in May, marking the MSCI All Country World Index’s (ACWI) best monthly performance since November 2023 when it surged 9.23%. The bulk of the global equity index gains came…
Perigon Wealth Management Welcomes Jeremy Kovacs To Enhance Southern California Presence
Perigon Wealth Management announced the appointment of Jeremy Kovacs as a Managing Director, Wealth Advisor. He manages over $300 million in total client assets and will help expand Perigon’s footprint in Orange County, California.
What You Need to Know About 529 College Savings Plans
As 529 Day (May 29) approaches, it’s a timely reminder to take stock of how education savings plans, specifically 529 plans, fit into your broader financial strategy.
Global Market Commentary – April 2025
Although Global stocks gained 0.93% in April, it was a wild month! In the wake of “Liberation Day”, which President Donald Trump announced his administration’s plans for “reciprocal tariffs”, the MSCI All Country World Index (ACWI) dropped 9.96% at its monthly low...
Q2 2025 CIO Letter – Taking the Market’s Medicine
It was a difficult first quarter in the market in 2025, and the pain has only worsened in the first weeks of April, with a full-scale global trade war underway. What has happened so far On April 2nd, President Trump announced his much-anticipated tariff plans, which were higher than market and economist expectations.