Massimo Santicchia, our Head of U.S. Equities, told WealthUp why so many investors may feel pressure to act.

Massimo Santicchia, our Head of U.S. Equities, told CNBC that inflation and Fed rate hikes are creating market tension. Corporate earnings remain strong, but persistent inflation is weighing on investors. He shared that oil isn’t the only factor driving inflation. Investors can expect at least two or three rate hikes through the end of the year.

Senior Vice President & Private Wealth Advisor Jesse VanValin, AIF® told InvestmentNews how he tackles annuity income and retirement anxiety. He backs out the investment values and puts a number on the desired income. Then he calculates how much of it Social Security or a pension already covers.

Katherine Gallagher, Senior Vice President and Co-Head of U.S. Equities, told Barron’s how she views bond yields and bond investing. She discussed bonds in the current rate environment and what it means for short-term and long-term financial goals.

Massimo Santicchia, our Head of U.S. Equities, told CNBC that strong earnings and higher yields are creating market tension. Stocks are performing well this week thanks to a strong second quarter earnings season. He said, “Value names, for example, are doing really well today.” “That tells you that the economy and the corporate earnings cycle are still very strong.”

Wealth Management featured our co-founder and CEO Phil Fiore, Jr., CIMA® in its 2026 Midyear Outlook. He contributed an article on how advisors can build a family office for the middle market. It discusses what advisors need to close the service gap for this underserved group of clients.

Barron’s featured our co-founder and CEO Phil Fiore, Jr. about his financial advisor independence journey. He discussed what it meant for him and his co-founders to launch Procyon in 2017. A few days before launch, Phil stood in their fully furnished office in Shelton, Connecticut with his family.

InvestmentNews featured Senior Vice President and Private Wealth Advisor Brian Turner in an article on legacy planning beyond money. He explains how advisors can help families capture and pass down their most meaningful assets. Those assets are their stories, values and lessons learned.

Phil shared how both the minority stake model and AI are impacting our firm’s capabilities and growth opportunities.

“We want our talent to perform at the highest levels. In order for them to do that, they need to have proper tools to execute at the speed and quality that they need to. As a firm, our role is to anticipate these needs, equipping our talent with the tools and support them to succeed,” he shared.