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Procyon perspectives
01.20.2022
WOW Collaborative Webinar – Celebrate Int’l Women’s Day 2021
Personal finance
Women Owning their Wealth (WOW) Collaborative kicks off its 2021 series of Financial Wellness seminars during Women’s History Month and in celebration of International Women’s Day with this webinar! Amber…
01.20.2022
THE INFLUENCE OF BIG TECH
Monthly market commentary
2021 was a recovery year for this economy. The “reopen” trade was on and it was time to see if those big tech companies who benefitted so much due to…
12.29.2021
Ultra-Wealthy Investors and Advisors Differ over Tangible Assets
Many financial advisors are missing the mark with ultra-wealthy investors by not considering how tangible assets – such as art, real estate and other valuables – factor into their overall…
12.01.2021
Procyon Partners with Nearly $5 Billion in Client Assets Continues to Expand Footprint ...
11.11.2021
“A SMOOTH SEA NEVER MADE A SKILLED SAILOR” – FRANKLIN D. ROOSEVELT
Monthly market commentary
For many of us up North, October represents a time of change as we prepare for the chillier weather to take hold, the leaves to start falling from the trees,…
09.29.2021
Procyon Perspectives Webinar – Sept. 29, 2021 [Alternative Investments]
Private wealth management & investing, Personal finance, Webinar
Antonio Rodrigues, Jeff Farrar and Michael Desmond of Procyon’s investment committee join Joe Burns from iCapital’s research team to take a deeper look into some of the “alternative asset” classes…
Media articles
04.08.2024
Financial Advisor – You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule
Retirement plans, Industry News/Trends
You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule APRIL 5, 2024 • BEN MATTLIN As financial professionals anxiously anticipate the Department of Labor’s new fiduciary requirements, which President Joe Biden is expected to sign this spring, their attitudes vary greatly. Some look…
Read More04.01.2024
Wealth Solution Reports – Three Keys For Advisory Firms Looking To Grow By Acquisition
Industry News/Trends
Three Experienced Dynasty-Affiliated Firm Leaders Share Keys To Ensuring Successful Acquisitions Acquisitions aren’t just for RIA aggregators and large enterprises – small and mid-sized advisory businesses often choose to grow inorganically. While the scaled, repeat players have teams of experts with years of experience and…
Read More03.20.2024
USA TODAY – Spring cleaning’ for your finances: 12 money moves to make right now
Industry News/Trends
Daniel de Visé USA TODAY Spring cleaning can mean tidying up your wallet or pocketbook, as well as your closet. In the spirit of renewal, here are 12 financial moves you should make this spring. Some are annual rituals or should be. Others are tasks…
Read More01.17.2024
USA TODAY – How to create a budget for 2024: First, check out how you spent in 2023
Industry News/Trends
Daniel de Visé A great way to make a household budget for 2024, financial planners say, is to look at how you spent money in 2023. You might call it data-driven budgeting: Before you create a spending plan for this year, analyze how you allocated…
Read MorePress releases
05.06.2024
Forbes – Methodology: Best-In-State Wealth Advisors 2024
Industry News/Trends
Jerry is a highly accomplished Senior Vice President and Senior Private Wealth Advisor at Procyon Partners, where he specializes in managing an exclusive clientele consisting of ultra-high-net-worth and high-net-worth individuals and families across the United States. His expertise lies in implementing an innovative and comprehensive…
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 More04.09.2024
WealthManagement – Procyon: Institutional Due Diligence With a Private Wealth Overlay
Industry News/Trends, Institutional Clients
Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets. Diana Britton | Apr 08, 2024 Procyon Partners was founded in 2017 by financial advisor Phil Fiore with…
Read More04.08.2024
Financial Advisor – You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule
Retirement plans, Industry News/Trends
You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule APRIL 5, 2024 • BEN MATTLIN As financial professionals anxiously anticipate the Department of Labor’s new fiduciary requirements, which President Joe Biden is expected to sign this spring, their attitudes vary greatly. Some look…
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Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
09.04.2020
Market Update – Labor Day and Some Normalcy? – September 4th, 2020
“Summer will end soon enough, and childhood as well.” George R. R. Martin Labor Day, Back-to-School and Some Normalcy? We do not know if you are fans of the hit HBO series Game of Thrones, but the quote from the show’s creator seems apropos today….
Read More08.07.2020
Market Update – The Economy, COVID and Politics! – August 7th, 2020
Monthly market commentary
With July 4th past, we have now celebrated the 244th US Independence Day! While we each celebrated in our own ways, even the most socially distanced conversations likely encompassed the same hot topics, including Covid-19, social unrest, and the upcoming elections. On the economic and…
Read More07.10.2020
Market Update – The Known Unknowns – July 10, 2020
Monthly market commentary
“Life isn’t about waiting for the storm to pass; it’s about learning to dance in the rain” – Vivan Greene, 2006 So many questions swirl as we re-emerge from our homes and re-engage with our communities and activities. We have now been living in the…
Read More06.05.2020
Market Update – Spring Awakening after the Great Cessation – June 5, 2020
Monthly market commentary
“No matter how long the Winter, Spring is sure to follow” The past few months have been tough on all of us in different ways. Our Procyon Investment Committee offers you this reflection on May’s market performance as we continue to navigate this extended…
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