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Procyon perspectives
07.13.2021
Procyon Perspectives Webinar – July 13, 2021 [The 60\40 Investment Portfolio Today]
Private wealth management & investing, Personal finance, Webinar
The Procyon Investment Committee takes a fresh look at the traditional 60/40 balanced portfolio through the prism of the post-pandemic economy. Balanced portfolios are the bedrock of private wealth and…
07.13.2021
Procyon Perspectives Webinar – July 13, 2021 [The 60\40 Investment Portfolio Today]
Private wealth management & investing, Personal finance, Webinar
The Procyon Investment Committee takes a fresh look at the traditional 60/40 balanced portfolio through the prism of the post-pandemic economy. Balanced portfolios are the bedrock of private wealth and…
06.08.2021
Sunshine State of Mind: Rapidly Growing Procyon Partners Adds Senior Financial Advisor ...
05.25.2021
The Power of Scale: Pivotal Planning Group, LLC of Long Island, NY merges with CT-based...
04.20.2021
Tomato Plants and Trusts
Private wealth management & investing, Personal finance
A few years ago, some friends asked my family to take care of their tomato plants while they went on vacation. While they were away we could eat ripened tomatoes,…
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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