Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
03.08.2026
Gold is surging. Should you add some to your retirement portfolio?
Featuring Jeff Farrar
Gold is surging. Should you add some to your retirement portfolio? February 19, 2026 By Daniel de Visé “Historically, the S&P 500 has outperformed gold,” said Jeff Farrar, a certified financial planner in Shelton, Connecticut. “Since COVID, that’s not been the case, and especially in the last…
Read More01.08.2026
Serving Those Who Served: Working with Military Families as Investors Requires a Different Kind of Expertise
Featuring Jeff Farrar and Andy Leung
Serving Those Who Served: Working with Military Families as Investors Requires a Different Kind of Expertise February 19, 2026 By Investor Magazine Staff Contributor Jeff Farrar, CFP, CIMA, AIF, Co Founder and Partner at Procyon, says that much of the work begins with helping…
Read More05.23.2025
Barron’s – What These Financial Advisors Learned From Military Service and How They Give Back on Memorial Day
Featuring Jeff Farrar and Andy Leung
May 23, 2025 To mark this national holiday, wealth management professionals share insights they gained during their years of service and how they are helping military families today. By Sally Cates Although Memorial Day is often thought of as the kickoff to summer, its real…
Read More07.24.2024
FinancialPlanning – Career changers reflect on the many paths into financial planning — and offer advice on making the switch
Featuring Jeff Farrar
By Rob Burgess They were military members, teachers, civil engineers, broadcasters, human resources directors and every profession in between. And now they’re financial advisors. While these career changers may not have much in common on the surface, one attribute they share is the desire to…
Read More05.09.2024
Financial Planning – Social Security is still in trouble. What should advisors tell their clients?
Featuring Jeff Farrar
By Nathan Place The latest numbers are in, and Social Security is still drifting toward insolvency — just slightly less rapidly than it was last year. On Tuesday, Social Security’s board of trustees released its 2024 report on the program’s finances, and they’re precarious. By…
Read More03.20.2024
USA TODAY – Spring cleaning’ for your finances: 12 money moves to make right now
Featuring Jeff Farrar
Daniel de Visé USA TODAY Spring cleaning can mean tidying up your wallet or pocketbook, as well as your closet. In the spirit of renewal, here are 12 financial moves you should make this spring. Some are annual rituals or should be. Others are tasks…
Read More01.11.2024
InvetmentNews – Prospecting for clients the ‘old-fashioned way’
Featuring Jeff Farrar
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches. If you’re looking for new ways to prospect for new clients this year, be prepared to be disappointed. It seems most advisors prefer to stick with what they’re already comfortable with – networking and referrals….
Read More12.15.2023
InvestmentNews- Gen Xers will not retire comfortably, Schroders finds
Featuring Jeff Farrar
Advisors say the age at which people retire and the definition of retirement are changing. December 14, 2023 By Josh Welsh Many Americans’ lives consist of going to school, getting a job, buying a home, having a family and saving for a nice retirement. For…
Read More10.27.2023
InvestmentNews – SMAs outpace mutual funds for wealthier clients, report shows
Featuring Jeff Farrar
Affluent investors have been pouring money into separately managed accounts and turning slightly away from mutual funds, a new consumer research report shows. As of 2022, 22% of U.S. households that invest had SMAs, up from 13% in 2020, according to data published Thursday by Hearts…
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