Perigon Celebrates CEO Arthur Ambarik, President & Partner, Jeremy Paul and Partner, Marc Specht In Making Forbes Best-In-State Wealth Advisors 2024 List

April 4, 2024

Perigon Celebrates Arthur, Jeremy and, Marc in making Forbes Best-In-State Wealth Advisors 2024 List.

View the Forbes/Shook Best-in-State Wealth Advisors ranking for 2024

By Sergei Klebnikov and Shook Research
April 3, 2024

View the Forbes Best-In-State List

Written by Perigon Wealth

Latest Insights

Perigon Is Ranked No. 24 on Financial Advisor Magazine’s Fastest Growing RIA’s List for 2024

by Perigon Wealth | Jul 16, 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

by Rafia Hasan | Jul 12, 2024

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

by Jonathan Masse | Jul 11, 2024

Global stocks continued their resiliency, gaining 2.23% in June and 2.87% in Q2, bringing the MSCI All Country World Index’s (ACWI) 2024 YTD return through June 30 to 11.30%.

What to Know Now About Direct Indexing

by Rafia Hasan | Jul 1, 2024

Recently, there seems to be a lot of buzz around a tool called “direct indexing”. More and more Perigon clients are using it in their portfolios, and I’ve even seen it in consumer-facing marketing from financial companies.