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Procyon perspectives
01.28.2021
Healthy, Wealthy, and Wise: Optimize Your Financial Health For The Longevity
Personal finance
Caroline Wetzel, CFP® and Natural Nutmeg Magazine 10 Best Life/Business Coach will share the biggest financial concerns in today’s Longevity Economy and questions to evaluate your readiness for a satisfying…
12.30.2020
Resolve To Detox Your Finances in 2021
Private wealth management & investing, Personal finance
I admit it. I sipped many virtual happy hour drinks and binged on comfort foods to initially cope with COVID-19. I regularly rationalized my choices. They offered enjoyment and relief…
12.18.2020
Procyon Perspectives Presents: Financial Confidence in Turbulent Times
Private wealth management & investing
Please watch leaders from Procyon’s Investment Committee in an intimate conversation with industry expert Mark Peterson of Blackrock. They will discuss how this year’s activities have influenced investor emotions and…
12.07.2020
Risks to DC Plans: Investment Menu Design & Employee Communications
LPCs/CCRCs
By Tom Gahan
11.18.2020
Tired of Being in the Retirement Plan Business?
Retirement plans
By Tom Gahan
There are many reasons why companies are considering Multiple Employer Plans (“MEP’s”), and Procyon Partners has extensive retirement consulting experience that can help organizations make sound fiduciary choices when evaluating…
11.13.2020
Markets, Elections and Vaccines – November 13th, 2020
Monthly market commentary
“Democracy is the worst form of government, except for all the others…” – Winston Churchill In this Procyon Perspectives, we cover several topics. We will provide a brief overview of…
Media articles
08.17.2023
Procyon Partners Takes Center Stage: Leading the Charge Among Rapidly Expanding RIAs in the Country
Industry News/Trends
Room to grow When I succeeded Alex Rosenberg as editor of Citywire RIA, I admit that one of the things that made me nervous about the role was the annual 50 Growers Across America report, which was his brainchild and had been his pride and…
Read More08.02.2023
Citywire – The forever game: Why large RIAs are entering the trust business
Industry News/Trends
In July of 2021, Moneta chief executive Eric Kittner hired Matt Harlan to help his firm do something unusual. Moneta, a $31bn RIA based in St. Louis, Mo., had recently chartered a new trust company in Kansas and needed someone to head up the business…
Read More08.02.2023
Investment News – Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’
Industry News/Trends
Financial advisors weren’t expecting a credit rating agency to downgrade U.S. debt two months after the country avoided a default, but they’re taking the move in stride. Late Tuesday afternoon, Fitch Ratings demoted U.S. bonds from ‘AAA’ to ‘AA+,’ citing “expected fiscal deterioration” in coming years,…
Read More07.27.2023
Citywire – An administrator to trust: How Procyon Partners launched its trust biz
Industry News/Trends
The $5bn Shelton, Conn.-based RIA has joined the growing ranks of RIAs offering trust services to clients.
Read MorePress releases
10.12.2023
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 More09.14.2023
Forbes – Methodology: America’s Top Next-Gen Wealth Advisors 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…
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