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Your 2024 Year-End Financial Planning Checklist
This is a comprehensive guide to year-end financial planning opportunities. Use this checklist to make smart moves before we close out the year, and as always work directly with us, your Accountant, or your Attorney to be sure you focus on what is right for your financial circumstances.
Global Market Commentary – November 2024
Global stocks closed November at a new all-time high as the MSCI All Country World Index’s (ACWI) jumped 3.74% MTD to bring YTD returns to 20.34% so far in 2024.
Perigon Names New General Counsel and CCO, Director of Organic Growth
Perigon announced it has hired Jonathan Robbins as General Counsel and Chief Compliance Officer and Michael Mignosi as Director of Organic Growth.
Perigon Lands On Newsweek’s Top Financial Advisory Firm 2025
Perigon Wealth announced it received a five-star rating in Newsweek’s Top Financial Advisory Firms 2025 list.
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.