Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Lorem Ipsum has been the industry’s standard
04.08.2021
Welcome to Spring! Spring cleaning takes on extra significance this year as we all look forward to ending what seemed like a long winter’s rest! We share the excitement of…
04.07.2021
Private wealth management & investing, Personal finance
“To optimize your financial health, you don’t need to have a command of every detail of the stock market. However, you should understand generally what you own and why, and…
03.31.2021
Private wealth management & investing, Personal finance, Webinar
On Wednesday, March 31, 2021, Antonio Rodrigues, Partner & Senior Portfolio Manager of Procyon Partners, hosted the online event focusing on investing and economic trends accelerated by the COVID-19 pandemic.…
03.15.2021
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…
02.26.2021
Private wealth management & investing, Personal finance
When it comes to your finances, what keeps you awake at night? A few years ago, a client, Louise*, confided in me: “Debt gets me nervous.” Knowing that Louise and…
02.05.2021
Pop culture is suggesting 2020 should have its very own history curriculum with its outsized share of historical events! The graphic below highlights a few of those events. As we…
10.12.2023
Industry News/Trends
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. I came to know a gentleman who, years before we met, sold the business he and his late father had operated for more than three decades. He did very…
Read More09.25.2023
Industry News/Trends
Daniel de Visé Once upon a time, banks rewarded customers who opened savings accounts with stuffed lions, canvas totes – and interest. Lots of it. Those days are gone. The average savings account now yields about 0.45% annual interest, according to the Federal Deposit Insurance Corp. Rates remain stubbornly low…
Read More09.14.2023
Industry News/Trends
Amassing generational family wealth often takes years of discipline, planning, and sacrifice. Yet, it is widely reported that 70% of families who have the attributes needed to build wealth will lose it all by the second generation (fortune recommends, Dec. 14, 2022). How could this…
Read More09.14.2023
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 More12.15.2023
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 More11.21.2023
Industry News/Trends
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 often relate to new technologies. Remember when we composed letters and papers on a typewriter?…
Read More11.14.2023
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
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 MoreDiscover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
03.06.2020
Reflections on unsettled markets, elections and taxes – March 6th 2020
Monthly market commentary
As February trading concluded on Friday, February 28, the S&P 500 index finished in correction territory at 2,954.22, down 12.8% over the seven-consecutive loss-days from its February 19 record high of 3,386.15. All 11 of the S&P 500 industry sectors were showing year to date…
Read More← Page 7 of 7