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Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Procyon perspectives
11.09.2020
Christopher E. Foster Named to 2020 Financial Times 401 Top Retirement Advisers
By Chris Foster
10.09.2020
Market Update – October 9, 2020
Monthly market commentary
“The intelligent investor is the realist who sells to optimists and buys from pessimists.” – Benjamin Graham, The Intelligent Investor We are three quarters of the way through 2020 and…
09.24.2020
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…
09.14.2020
What’s Your Money Story? This Is So Not Your Typical Financial Talk
Personal finance
Procyon’s own Caroline Wetzel and trained Mediator, Colleen O’Neil, enjoy a real conversation about our relationship with money. Click the link below to watch the video and check out these…
09.04.2020
Market Update – Labor Day and Some Normalcy? – September 4th, 2020
“Summer will end soon enough, and childhood as well.” George R. R. Martin Labor Day, Back-to-School and Some Normalcy? We do not know if you are fans of the hit…
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…
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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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