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CIO Update: Market Reaction to Election Results
The results of arguably the most closely watched election across the world are finally in, and the U.S. stock market has reacted positively to Donald Trump’s win and the shift of Senate control to a Republican majority. We are still awaiting the results of the House of Representatives, but expectations are for Republican control in that chamber as well.
Global Market Commentary – October 2024
Global equities made two new all-time highs in October, yet the MSCI All Country World Index’s (ACWI) finished down 2.24% on the month, bringing the global benchmark for stocks to up 16.00% on the year.
Perigon Rises From #56 to #42 on San Francisco Business Times Ranking of 100 Fastest-Growing Private Companies
Perigon Wealth has once again been named to the San Francisco Business Times’ 100 Fastest Growing Private Companies list.
Lock Them Up: Your Credit Files, That Is
If you have your nest egg in accounts at Fidelity, that probably made your stomach lurch. The fact that those 77,000 people were only 0.2% of Fidelity’s 51 million customers is small comfort if you were one of the 77,000.
For The 3rd Year In A Row Perigon is Named to Forbes Top RIA List
The S&P 500 is up nearly 20%, climbing a wall of worry, which includes wars in the Middle East and Ukraine, and the uncertainty of the upcoming presidential election.
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 – September 2024
Expectations for global stocks were low for September, historically a challenging month for equity markets. Yet the MSCI All Country World Index’s (ACWI) made five new all-time highs as it gained 2.32% MTD return to bring a choppy Q3 performance to a strong 6.61% return.
CIO Quarterly Update – Q4 2024 Public Service Announcement on Elections and Investing
With less than a month left until election day in a race that is expected to be tightly contested, it is normal to have concerns about how the results will impact you.
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.