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Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Procyon perspectives
01.20.2022
THE INFLUENCE OF BIG TECH
Monthly market commentary
2021 was a recovery year for this economy. The “reopen” trade was on and it was time to see if those big tech companies who benefitted so much due to…
12.29.2021
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…
12.01.2021
Procyon Partners with Nearly $5 Billion in Client Assets Continues to Expand Footprint ...
11.11.2021
“A SMOOTH SEA NEVER MADE A SKILLED SAILOR” – FRANKLIN D. ROOSEVELT
Monthly market commentary
For many of us up North, October represents a time of change as we prepare for the chillier weather to take hold, the leaves to start falling from the trees,…
09.29.2021
Procyon Perspectives Webinar – Sept. 29, 2021 [Alternative Investments]
Private wealth management & investing, Personal finance, Webinar
Antonio Rodrigues, Jeff Farrar and Michael Desmond of Procyon’s investment committee join Joe Burns from iCapital’s research team to take a deeper look into some of the “alternative asset” classes…
07.15.2021
IT’S SUMMERTIME!
During this Quarterly Commentary we would like to shed some light on a few topics that are top of mind this summer: Global vaccination rates Stock Markets Bond Markets Personal…
Media articles
09.09.2024
Wealth Solutions Report – Year-End Adjust...
Industry News/Trends
Dynasty Affiliates Share Retirement Strategies For Adjusting To Current Conditions, Trends And Tax Planning In The Final Months Of 2024…
08.20.2024
Procyon Partners’ Jerry Sneed and Frank McKiern...
Industry News/Trends
Procyon Partners is proud to announce that Jerry Sneed, CFA®, CAIA® and Frank McKiernan have been recognized by Forbes and…
08.09.2024
Wealth Solutions Report – Predicting Stoc...
Personal finance, Industry News/Trends
Dynasty Affiliates Predict Equities Markets And Discuss Economic Factors, Opportunities And Risks As we look towards the second half of…
07.24.2024
FinancialPlanning – Career changers refle...
Industry News/Trends
By Rob Burgess They were military members, teachers, civil engineers, broadcasters, human resources directors and every profession in between. And…
Press releases
06.30.2023
Financial Advisor IQ – Procyon Partners A...
Industry News/Trends
Jerry Sneed, Christopher Sneed and Frank McKiernan join from Baker Tilly Wealth Management. By Alex Padalka|June 30, 2023 Procyon Partners announced that…
06.28.2023
Family Wealth Report – US Wealth House Ad...
Industry News/Trends
The team of advisors joining the group used to run more than $600 million of client money. Procyon Partners announced yesterday…
06.27.2023
InvestmentNews – Procyon Partners adds tw...
Industry News/Trends
Frank McKiernan and Jerry Sneed are joining Procyon, a Dynasty Financial network firm, from Baker Tilly Wealth Management. June 27,…
06.27.2023
Citywire – Dynasty-backed Procyon adds $6...
Industry News/Trends
The advisory team, which will work out of New York City, is led by Frank McKiernan and Jerry Sneed. BY…
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Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
07.29.2024
MARKET UPDATE: A GREAT ROTATION?
Monthly market commentary
Markets broadly continued to trend higher throughout the second quarter and into the start of the third quarter, despite some…
05.06.2024
MARKET UPDATE: ALL ABOUT INTEREST RATES
Monthly market commentary
Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last…
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…
04.17.2023
MARKET UPDATE: ”THEY BROKE SOMETHING”
Monthly market commentary
Stocks saw major dispersion in the first quarter of 2023, with the Nasdaq rallying 17.1% for its best quarter since…
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