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Andrew Bellak

Education

M.Ed., General Science, UMass Amherst

About

Andrew is a partner and wealth advisor at Perigon Wealth, an independent RIA firm. He specializes in private investing, capital markets, and ESG (or socially responsible) investing. Additionally, he maintains a FINRA Series 65 Certification.

Fact-Checked Articles by Andrew Bellak

How Age and Time Horizon Impact Investor Decisions

Updated Apr 8, 2024

Many factors influence the decisions investors make. This study examines how age and time horizon affect reactions after a sharp market drop.

What Is ESG Investing?

Updated Jan 31, 2024

ESG investing allows you to invest in companies that align with your values. Learn how it works and why it’s important here.

How Dollar-Cost Averaging Works

Updated Jan 31, 2024

Dollar-cost averaging helps you balance risk and reward as you invest over time. We break down how it works and who should consider it.

What Are Bonds?

Updated Feb 9, 2024

Bonds are a relatively low risk way to diversify your portfolio. Learn how they work, as well as about the pros and cons of investing in them.

What Are Mutual Funds?

Updated Mar 8, 2024

Mutual funds are an investment that can help you minimize risk and diversify your portfolio. Here’s how they work and what the pros and cons of investing in them are.

What Are Stocks?

Updated Mar 8, 2024

Stocks are a popular asset that allow you to own a piece of a large company. Learn how they work and about their pros and cons here.

What Is an Investment Manager?

Updated Mar 22, 2024

Building an effective portfolio can be hard. An investment manager can help you identify smart investments and grow your wealth the right way.

What Is a Wealth Manager?

Updated Mar 22, 2024

A wealth manager can help you preserve and grow your fortune. Discover why they’re important and how they work.

What Are Index Funds?

Updated Apr 12, 2024

Index funds are passive investments that often provide predictable long-term returns. Find out how they work in this article.