The world as we see it
12.15.2022
InvestmentNews – How To Identify The Best Annuity Income Options
There’s increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully. A 401(k) retirement-savings plan doesn’t guarantee the availability of funding through the entire life of the account owner. Outcomes depend mainly on: The amount of funding available….
Read More12.15.2022
InvestmentNews – How To Identify The Best Annuity Income Options
There’s increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully. A 401(k) retirement-savings plan doesn’t guarantee the availability of funding through the entire life of the account owner. Outcomes depend mainly on: The amount of funding available….
Read More04.04.2022
RIA tv Interview – Phil Fiore on Procyon’s Growth
Personal finance
March 2022 – RIA tv’s Jenna Dagenheart interviews Procyon CEO, Phil Fiore, who discusses the joining of Pivotal Planning Group with Procyon Partners in 2021. Watch the replay below!
Read More12.29.2021
Ultra-Wealthy Investors and Advisors Differ over Tangible Assets
Many financial advisors are missing the mark with ultra-wealthy investors by not considering how tangible assets – such as art, real estate and other valuables – factor into their overall portfolios, a new report suggests. Eighty-seven percent of ultra-high-net-worth investors consider these tangible assets as…
Read More12.18.2020
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 behaviors, along with strategies for navigating emotional bias in times of prolonged uncertainty and change….
Read More09.24.2020
Election Update: A Debate Primer!
Private wealth management & investing
With the upcoming first Presidential Debate and election campaigns in full swing, the Procyon Investment Committee wanted to set the foundation for some of the topics over the rest of the year. We discuss some of the issues and potential implications for clients.
Read More02.04.2019
Using Municipal Bonds to Enhance After-Tax Returns
Private wealth management & investing
Municipal bonds may be attractive investments for high-net-worth individuals because their income returns are usually exempt from federal incoem taxes and, in some cases, state and local income taxes.
Read More12.09.2018
Using 529 Plans to Invest for Education and Transfer Wealth
Private wealth management & investing
Section 529 plans are state-sponsored education savings plans that allow flexibility in choosing a school and the opportunity for late starters to make sizable investments while reaping tax breaks.
Read More10.03.2018
Separately Managed Accounts – A Customized Approach to Investing
Private wealth management & investing
Separately managed accounts are custom portfolios that investment professionals manage for high-net-worth investors.
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