COVID-19 has been devastating to Americans’ health. But it also appears to have improved their views on wealth. The Charles Schwab Corporation surveyed 1,000 Americans aged 21 to 75 to discover their perspectives on saving, spending, investing, and wealth. The survey was conducted in January (before the outbreak) and again in June. One of the…
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What we have learned about this virus so far is that it is highly transmissible and that there is an extremely wide range of symptoms. Some who contract it experience no symptoms at all, while others die from it. Hospitalizations can last for weeks or even months. Although the media focus has been on deaths,…
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If you owned Apple, Microsoft, Amazon, and Google at the beginning of this year you would be holding the four most valuable stocks in the entire U.S. stock market based on market capitalization (the stock’s price times the number of shares outstanding). Facebook clocked in at number six. Out of some 3,500 companies comprising the…
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Mark Twain popularized the phrase “there are lies, damned lies, and statistics.” There is some validity to that statement when it comes to investing. All data reported in the financial media and promoted by investment salespeople is of necessity historical in nature. After all, if you’re trying to recommend an investment, the only data that…
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In addition to investing in stocks and bonds, there are also ways you can invest in commodities. These are raw materials that are either consumed directly or more commonly used by manufacturers to create other products. Examples include metals such as gold, silver, aluminum, and copper; energy raw materials such as oil and natural gas;…
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According to data from Fidelity Investments, over 30% of investors aged 65 and above sold all their equity holdings this year. By comparison, less than 20% of all investors made the same mistake. Although the data doesn’t pinpoint exactly when most of the transactions occurred, it’s likely it was sometime when the market was at…
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Cognizant Wealth Advisors, LLC ("Cognizant") is a dba of Perigon Wealth Management, LLC ("Perigon").
All advisory services are provided by Perigon, a federally registered investment advisor.
For additional disclosures, please visit www.perigonwealth.com.
Important disclosure information is also available at: https://adviserinfo.sec.gov/firm/summary/131037 and https://www.investor.gov/CRS.
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