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Procyon perspectives
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,…
04.08.2021
THE GRASS IS GREENER WHERE YOU WATER IT
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
Ingredients and Equities: Know What’s Inside to Optimize Your Financial Health
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
Procyon Perspectives Webinar – March 31, 2021 [Investment Trends Accelerated by t...
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
International 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…
Media articles
10.27.2023
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 More10.12.2023
Advisor Perspectives – Best Practices for Selling a Family Business
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
USA TODAY – Savings account interest rates are best in years, experts say. How to get a high yield.
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
Forbes – Don’t Risk It All: Areas Of Focus For High-Net-Worth Families
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 MorePress releases
01.17.2024
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 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…
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Market commentary
03.20.2020
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 More03.06.2020
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…
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