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Procyon perspectives
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…
07.15.2021
IT’S SUMMERTIME!
During this Quarterly Commentary we would like to shed some light on a few topics that are top of mind this summer: Global vaccination rates Stock Markets Bond Markets Personal…
07.13.2021
Procyon Perspectives Webinar – July 13, 2021 [The 60\40 Investment Portfolio Today]
Private wealth management & investing, Personal finance, Webinar
The Procyon Investment Committee takes a fresh look at the traditional 60/40 balanced portfolio through the prism of the post-pandemic economy. Balanced portfolios are the bedrock of private wealth and…
07.13.2021
Procyon Perspectives Webinar – July 13, 2021 [The 60\40 Investment Portfolio Today]
Private wealth management & investing, Personal finance, Webinar
The Procyon Investment Committee takes a fresh look at the traditional 60/40 balanced portfolio through the prism of the post-pandemic economy. Balanced portfolios are the bedrock of private wealth and…
Media articles
01.17.2024
CityWire – $6.5bn Procyon makes executive hire
Industry News/Trends
Procyon Partners has brought on Harry Kirkpatrick to serve as chief revenue officer. Procyon Partners, the $6.5bn RIA backed by Dynasty Financial Partners, has hired a chief revenue officer, the firm revealed on Wednesday. Harry Kirkpatrick is joining Procyon from NEIRG Wealth Management, where he’s…
Read More01.11.2024
InvetmentNews – Prospecting for clients the ‘old-fashioned way’
Industry News/Trends
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches. If you’re looking for new ways to prospect for new clients this year, be prepared to be disappointed. It seems most advisors prefer to stick with what they’re already comfortable with – networking and referrals….
Read More12.15.2023
InvestmentNews- Gen Xers will not retire comfortably, Schroders finds
Industry News/Trends
Advisors say the age at which people retire and the definition of retirement are changing. December 14, 2023 By Josh Welsh Many Americans’ lives consist of going to school, getting a job, buying a home, having a family and saving for a nice retirement. For…
Read More11.14.2023
Honoring Advisors Who Serve(d): Veterans Day, 2023 – Think Advisor
Industry News/Trends
In honor of Veterans Day and National Veterans and Military Families Month, we’re pleased to present ThinkAdvisor’s 12th annual Advisors Who Serve(d) compilation, in which we highlight stories of veterans in the advisory world, told in their own words. Advisors Who Serve(d) highlights financial advisors…
Read MorePress releases
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 More01.25.2024
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….
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Market commentary
06.05.2020
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…
Read More05.06.2020
Market Update – May 6, 2020
Monthly market commentary
“…the fear does not subside, and we are expected to move against the fear. One must choose to do it afraid.” — Elisabeth Elliot Intro We have all become keenly aware that the true depth of the economic impact on the global economy may ultimately…
Read More04.03.2020
Market Update – April 3rd, 2020
Monthly market commentary
Hello, We begin today with a couple of comments on our collective state of mind, and on a decision-making construct we find helpful, before concluding with an update to our three possible scenarios from a month ago. From talking to clients, and amongst ourselves, it…
Read More03.27.2020
Procyon Perspectives – March 27th, 2020
Monthly market commentary
We sincerely hope you and your loved ones are safe and healthy during these challenging times. At Procyon, we have adopted two phrases to describe both the unprecedented events taking place, and the actions that are under our control and can be taken in response….
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