Perigon’s Bud Sturmak Quoted in a recent Barron’s Article

March 26, 2020

Repost of article originally published by Leslie P. Norton on March 26, 2020 on Barrons.com

Companies with higher environmental, social, and governance factors have outperformed the broad market since its February peak, contradicting views that the trend is just a bull-market phenomenon.

In a new report, companies with better ESG risk profiles beat those with lower ones since the S&P 500 peaked on Feb. 19, according to a report by Sara Mahaffy, U.S. equity strategist at RBC Capital Markets…

Read the full article

Written by Bud Sturmak
Partner | Co-CIO

Latest Insights

Global Market Commentary November 2023

Global stocks surged 9.23% in November, breaking a three-month losing streak in the biggest monthly gain since November 2020; the MSCI All Country World Index (ACWI) has climbed 16.60% YTD and is trading less than 2% away from its 2023 high.

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 you.