If someone were to ask you what you thought is the biggest risk you face with your investment portfolio, what would be your answer? Would it be the increased investment volatility we’ve been seeing this year? Or perhaps it’s the risk of investment losses? Maybe you’d say inflation since it has recently ramped up to…
Read more
Have you ever looked at your brokerage or IRA account statement and discovered that the unrealized gain from one of the investments you thought was doing well is negative? Does that mean you’ve been losing money on that particular investment? Not necessarily. Here is a brief explanation of why we don’t use unrealized gains to…
Read more
After living through one inconceivable event with worldwide repercussions (the COVID-19 pandemic), we now find ourselves facing another that was certainly on no one’s radar prior to 2022. How will Russia’s invasion of Ukraine impact the spending power of our dollars as well as the value of our savings in the capital markets? I had…
Read more
As of this writing the S&P 500 is currently down almost 6% since the start of the year, one of the worst January performances in a long time. Does this indicate 2022 is likely to be a terrible year for the stock market? Let’s start with a basic tenet: nobody can predict the future. There…
Read more
The year 2021 is coming to an end and the stock market is experiencing a level of volatility not seen for some time. The stock prices of previously high-flying companies such as Facebook are down from their previous highs. Could this be the beginning of a major downturn? One indicator that many technical stock analysts…
Read more
The technology sector of the U.S. stock market has been on a tear. During the last decade the T. Rowe Price Science & Technology mutual fund (which I will use as a proxy to represent the sector) rose over 300% (see chart below). Younger investors who started buying stocks or mutual funds less than ten…
Read more
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.
© 2025 - Cognizant Wealth Advisors
Recent Comments