New Media & insights
Media & insightsWelcome to our
Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Lorem Ipsum has been the industry’s standard
Procyon perspectives
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…
06.08.2021
Sunshine State of Mind: Rapidly Growing Procyon Partners Adds Senior Financial Advisor ...
05.25.2021
The Power of Scale: Pivotal Planning Group, LLC of Long Island, NY merges with CT-based...
04.20.2021
Tomato Plants and Trusts
Private wealth management & investing, Personal finance
A few years ago, some friends asked my family to take care of their tomato plants while they went on vacation. While they were away we could eat ripened tomatoes,…
Media articles
01.11.2024
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 More10.27.2023
InvestmentNews – SMAs outpace mutual funds for wealthier clients, report shows
Industry News/Trends
Affluent investors have been pouring money into separately managed accounts and turning slightly away from mutual funds, a new consumer research report shows. As of 2022, 22% of U.S. households that invest had SMAs, up from 13% in 2020, according to data published Thursday by Hearts…
Read MorePress releases
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 markets drop a staggering -13% as the Federal Reserve acted aggressively to combat rising inflation….
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 More01.17.2024
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 MoreAll Events
No Results Found
Contact us
Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
05.06.2020
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….
Read More03.20.2020
Market Update – March 20th, 2020
Monthly market commentary
A “Pre-Social Distancing” picture of your Procyon team! Hello – You continue to be our top priority and as we close another dynamic week, we aim to keep you well informed during this stressful period. We understand you are juggling a lot right now. Service…
Read More← Page 6 of 7 →