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Perigon Wealth Management Acquires Stakeholders Capital, Facilitates Cognizant Wealth Advisors Affiliation Representing a Combined $245 Million AUM
Perigon Wealth Management LLC (“Perigon” or “the firm”) — a rapidly growing independent wealth management firm with offices across the country and approximately $4.8 billion in client assets as of Feb. 28, 2023 — today announced it has acquired Stakeholders Capital with $145 million in assets under management (AUM).
Global Market Commentary – February 2023
Global Equities roared into 2023 like a lion with the second-best January on record – up 7.17% — but went out like a lamb in February: the MSCI All-Country World Index fell 2.87%
To Roth Or Not To Roth? That May Not Be The Question
No matter where you are in your life’s journey, it is never too late to start planning for retirement. Even the smallest decisions you make today can have the biggest impact on your future.
Perigon Makes The Forbes America’s Top RIA Firms List
Perigon makes the Forbes America’s Top RIA Firms list in 2022…
What is a 1099 and Why Am I Getting One?
It’s tax season…again, and many people are starting to get or have already received their W-2 wage statements from their employers and are gearing up for filing their tax returns.
Secure Act 2.0 Overview
This overview is intended to be high-level and cover some of the themes, and a few key details, to help in your understanding of the SECURE Act 2.0.
Last Week in Review – February 10, 2023
Last week the major benchmarks ended lower with relatively few critical economic releases or other concrete sentiment drivers. Sector performance was relatively uniform within the S&P 500 Index, with energy stocks being
Global Market Commentary – January 2023
If there is a way to “bounce back” after a brutal 2022 that closed with global equities down -18.36%, it is to come out of the gates strong. Global equities did just that, climbing 7.17% in January. It was the MSCI All-Country World Index’s (ACWI) best January since 2019 and second-best January on record…
Last Week in Review – February 3, 2023
Major indexes extended their winning streaks into February, helped by some upside surprises in economic data and fourth-quarter earnings reports, as well as what some saw as encouraging signals from the Federal Reserve.
Last Week in Review – January 27, 2023
Last week stocks resumed their winning streak, as investors appeared to welcome some hopeful signals that the economy might skirt a recession in 2023. Consumer discretionary stocks were solid, thanks partly to a big jump in Tesla shares over the week following a favorable outlook from CEO Elon Musk.
Last Week in Review – January 20, 2023
Last week, the major indexes ended mixed as recession fears appeared to weigh on sentiment. The narrowly focused Dow Jones Industrial Average performed worst. It gave back a portion of its strong rally in the first two weeks of the year, while the technology-heavy Nasdaq Composite recorded a modest gain.
Last Week in Review – January 13, 2023
I hope you are celebrating the life of Martin Luther King.
Stocks recorded second consecutive positive gains last week as investors weighed vital inflation data and quarterly earnings reporting season kicked off in earnest on Friday.