New Media & insights – Ajax
Media & insightsWelcome to our
Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Procyon perspectives
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…
02.26.2021
Healthy Fats – How About Healthy Debt?
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
2020 IN REVIEW, BUILDING BRIDGES & 2021’S BAR IS SET
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…
Media articles
10.11.2024
InvestmentNews – The business continuity ...
Industry News/Trends
By Gregg Greenberg The widespread devastation caused by hurricanes Helene and Milton has wealth managers updating their emergency plans. First hurricane…
10.09.2024
InvestmentNews – The future of fees
Industry News/Trends
Is it finally time to wave goodbye to the industry standard one-percent AUM fee? Let’s talk about the one percent,…
09.20.2024
AccountingToday – The New Path to Wealth ...
Industry News/Trends
In the dynamic landscape of finance and accounting, the relationship between private equity and CPA firms has transformed unlocking opportunities…
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…
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…
← Page 1 of 5
All Events
Contact us
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…
Page 1 of 7 →