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Procyon perspectives
12.13.2024
Business Wire – Procyon Partners Makes Power Move in Naming Rich Franchella to Dr...
Industry News/Trends
Bold Hire Set to Accelerate Wealth Dynamo’s Growth Across Private-Client and Institutional Verticals December 02, 2024 10:00 AM Eastern Standard Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon Partners is pleased to announce the…
07.29.2024
MARKET UPDATE: A GREAT ROTATION?
Monthly market commentary
Markets broadly continued to trend higher throughout the second quarter and into the start of the third quarter, despite some pockets of weakness. Throughout the second quarter of 2024, US…
05.06.2024
MARKET UPDATE: ALL ABOUT INTEREST RATES
Monthly market commentary
Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last year extended. The S&P 500 was up 10.56% in the…
01.25.2024
MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!
Monthly market commentary
Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. In 2022, we saw equity markets fall -18% and fixed income…
11.21.2023
Riding the Waves of Change: The Paradigm Shift in Asset Allocation Amidst Rising Intere...
Industry News/Trends
By Jim Jeffery
The Non-Profit Navigator
A paradigm shift is an important change that happens when the usual way of thinking about or doing something is replaced by a new or different way. Paradigm shifts very…
06.30.2023
Financial Advisor IQ – Procyon Partners Adds $600M FA Team
Industry News/Trends
By Phil Fiore
Jerry Sneed, Christopher Sneed and Frank McKiernan join from Baker Tilly Wealth Management. By Alex Padalka|June 30, 2023 Procyon Partners announced that it has added two financial advisors who will work in…
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Media articles
12.13.2024
InvestmentNews – Time to cash out of cash? Advisors offer their suggestions
Industry News/Trends
NOV 11, 2024 By Gregg Greenberg Wealth managers weigh in on what to do with their cash positions if the Fed keeps cutting rates. Okay Wall Streeters. Like the result or not, the election is over. Time to stop watching the polls and get back to…
Read More10.11.2024
InvestmentNews – The business continuity planning lessons amid Helene and Milton
Industry News/Trends
By Gregg Greenberg The widespread devastation caused by hurricanes Helene and Milton has wealth managers updating their emergency plans. First hurricane Helene smashed the Southeast, destroying homes and businesses. Not long after, hurricane Milton retraced some of her catastrophic path, adding to both the human toll…
Read More10.09.2024
InvestmentNews – The future of fees
Industry News/Trends
Is it finally time to wave goodbye to the industry standard one-percent AUM fee? Let’s talk about the one percent, shall we? It’s been a while since anyone brought it up. Sorry, not that one percent. Not the one politicians rail against for holding almost…
Read More09.20.2024
AccountingToday – The New Path to Wealth Creation for CPAs
Industry News/Trends
In the dynamic landscape of finance and accounting, the relationship between private equity and CPA firms has transformed unlocking opportunities for wealth creation for partners of CPA firms. This article explores why private equity is attracted to CPA advisory firms and how strategic investment can…
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Press releases
12.13.2024
Business Wire – Procyon Partners Makes Power Move in Naming Rich Franchella to Drive Growth
Industry News/Trends
Bold Hire Set to Accelerate Wealth Dynamo’s Growth Across Private-Client and Institutional Verticals December 02, 2024 10:00 AM Eastern Standard Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon Partners is pleased to announce the appointment of Rich Franchella as Senior Vice President of Business Development, a newly created role…
Read More12.13.2024
InvestmentNews – Time to cash out of cash? Advisors offer their suggestions
Industry News/Trends
NOV 11, 2024 By Gregg Greenberg Wealth managers weigh in on what to do with their cash positions if the Fed keeps cutting rates. Okay Wall Streeters. Like the result or not, the election is over. Time to stop watching the polls and get back to…
Read More10.11.2024
InvestmentNews – The business continuity planning lessons amid Helene and Milton
Industry News/Trends
By Gregg Greenberg The widespread devastation caused by hurricanes Helene and Milton has wealth managers updating their emergency plans. First hurricane Helene smashed the Southeast, destroying homes and businesses. Not long after, hurricane Milton retraced some of her catastrophic path, adding to both the human toll…
Read More10.09.2024
InvestmentNews – The future of fees
Industry News/Trends
Is it finally time to wave goodbye to the industry standard one-percent AUM fee? Let’s talk about the one percent, shall we? It’s been a while since anyone brought it up. Sorry, not that one percent. Not the one politicians rail against for holding almost…
Read MorePage 1 of 56 →
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Market commentary
07.29.2024
MARKET UPDATE: A GREAT ROTATION?
Monthly market commentary
Markets broadly continued to trend higher throughout the second quarter and into the start of the third quarter, despite some pockets of weakness. Throughout the second quarter of 2024, US large-cap stocks advanced while their small and midcap counterparts trailed. Emerging market equities were the…
Read More05.06.2024
MARKET UPDATE: ALL ABOUT INTEREST RATES
Monthly market commentary
Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last year extended. The S&P 500 was up 10.56% in the 1st quarter, and up 28.5% since October, 27th of 2023. If you recall, this market…
Read More01.25.2024
MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!
Monthly market commentary
Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. In 2022, we saw equity markets fall -18% and fixed income markets drop a staggering -13% as the Federal Reserve acted aggressively to combat rising inflation….
Read More04.17.2023
MARKET UPDATE: ”THEY BROKE SOMETHING”
Monthly market commentary
Stocks saw major dispersion in the first quarter of 2023, with the Nasdaq rallying 17.1% for its best quarter since 2020. Meanwhile, Large Value lagged (+1.0%), primarily due to underperformance in Financials, which were down (-5.6%). Small Caps (+2.7%) also lagged, as Financials make up…
Read MorePage 1 of 7 →