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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
AI In the Financial Advisor Industry: Present and Future Impact
Updated Jul 15, 2024
The growth of AI has several impacts on the financial advisor industry. We outline the ramifications and what they mean for both professionals and clients.
The Great Wealth Transfer: Why to Start Planning Now
Updated Jun 28, 2024
The Great Wealth Transfer is poised to bring over $70 trillion to younger generations. Here’s why it’s crucial to start planning for it now.
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 Apr 18, 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 Jun 7, 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 May 31, 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 Jun 7, 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 Jun 28, 2024
Index funds are passive investments that often provide predictable long-term returns. Find out how they work in this article.