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Procyon perspectives
04.17.2025
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital
Industry News/Trends
By Phil Fiore
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital Partnership to Fuel Growth, Expand Talent, and Broaden National Footprint April 17, 2025 10:00 AM Eastern Daylight Time SHELTON,…
04.11.2025
NAVIGATING MARKETS AMID TARIFFS – APRIL 2025
Monthly market commentary
By Mark Rich
Last week we highlighted President Trump’s proposed retaliatory tariffs. This week has quickly turned that message into old news. To recap what has happened: On April 2nd, the US announced…
03.14.2025
NAVIGATING MARKET VOLATILITY AMID TARIFF UNCERTAINTY
Monthly market commentary
By Mark Rich
Over the past several weeks, tariff discussions have dominated financial news, creating a climate of uncertainty that has rippled through markets. The Trump administration’s recent move to propose a 25%…
03.11.2025
Procyon Partners Supercharges Investment Team with Massimo Santicchia and Katherine Gal...
Industry News/Trends
By Phil Fiore
Proven Investment Duo Brings Risk-Smart Strategies to Fuel Firm’s Next Phase of Growth March 11, 2025 10:00 AM Eastern Daylight Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon is making a bold move to…
01.30.2025
A ROUND OF APPLAUSE FOR 2024! DO WE GET AN ENCORE?
Monthly market commentary
By Mark Rich
MARKET UPDATE: RECAP OF KEY TRENDS IN 2024 AND OUTLOOK ON WHAT IS AHEAD FOR 2025 While the 4th quarter was a volatile ride, US equity markets finished the month higher,…
01.08.2025
MARKET UPDATE: PRE-ELECTION INSIGHTS
Monthly market commentary
By Mark Rich
MARKET UPDATE: PRE-ELECTION INSIGHTS Both equity and fixed income markets broadly moved higher throughout the 3rd quarter, building on a strong firsthalf. •Large cap value stocks, small cap stocks, and…
Page 1 of 17 →
Media articles
06.07.2025
InvestmentNews – Building a specialized financial advisory practice: ‘This niche chose me’
Industry News/Trends
June 6, 2025 By Gregg Greenberg Wealth managers explain how they built successful businesses based on a specific market or social segment. For some advisors, there’s more to knowing your customer than “KYC.” Every wealth manager is well acquainted with the “Know Your Customer” or KYC rule. That’s…
Read More05.23.2025
Barron’s – What These Financial Advisors Learned From Military Service and How They Give Back on Memorial Day
Industry News/Trends
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 More05.14.2025
FA Magazine – Roth Conversion Strategies For A Rocky Market
Industry News/Trends
May 13, 2025 By Ben Mattlin Recent dips in the market were good opportunities to convert traditional IRAs and 401(k)s to Roth accounts, advisors say. But clients who missed out shouldn’t despair. “Periods of increased market volatility can present a great opportunity for Roth conversions,”…
Read More05.03.2025
InvestmentNews – Advisors Work To Make Sure Oversized Inheritances Won’t Ruin Their Clients’ Kids
Industry News/Trends
May 3, 2025 By Gregg Greenberg Share the inheritance, don’t spoil the child! Wealth managers explain how to prevent their clients from ruining their kids values and motivation. Are your advisory clients afraid that money will ruin their children? If so, you’re not alone. One of…
Read MorePage 1 of 32 →
Press releases
06.07.2025
InvestmentNews – Building a specialized financial advisory practice: ‘This niche chose me’
Industry News/Trends
June 6, 2025 By Gregg Greenberg Wealth managers explain how they built successful businesses based on a specific market or social segment. For some advisors, there’s more to knowing your customer than “KYC.” Every wealth manager is well acquainted with the “Know Your Customer” or KYC rule. That’s…
Read More05.23.2025
Barron’s – What These Financial Advisors Learned From Military Service and How They Give Back on Memorial Day
Industry News/Trends
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 More05.14.2025
FA Magazine – Roth Conversion Strategies For A Rocky Market
Industry News/Trends
May 13, 2025 By Ben Mattlin Recent dips in the market were good opportunities to convert traditional IRAs and 401(k)s to Roth accounts, advisors say. But clients who missed out shouldn’t despair. “Periods of increased market volatility can present a great opportunity for Roth conversions,”…
Read More05.03.2025
InvestmentNews – Advisors Work To Make Sure Oversized Inheritances Won’t Ruin Their Clients’ Kids
Industry News/Trends
May 3, 2025 By Gregg Greenberg Share the inheritance, don’t spoil the child! Wealth managers explain how to prevent their clients from ruining their kids values and motivation. Are your advisory clients afraid that money will ruin their children? If so, you’re not alone. One of…
Read MorePage 1 of 57 →
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Market commentary
04.11.2025
NAVIGATING MARKETS AMID TARIFFS – APRIL 2025
Monthly market commentary
Last week we highlighted President Trump’s proposed retaliatory tariffs. This week has quickly turned that message into old news. To recap what has happened: On April 2nd, the US announced reciprocal tariffs with a very simple calculation: a 10% floor and a tariff equal to…
Read More03.14.2025
NAVIGATING MARKET VOLATILITY AMID TARIFF UNCERTAINTY
Monthly market commentary
Over the past several weeks, tariff discussions have dominated financial news, creating a climate of uncertainty that has rippled through markets. The Trump administration’s recent move to propose a 25% tariff on Canadian aluminum and steel -only to retract the decision later that same day-…
Read More01.30.2025
A ROUND OF APPLAUSE FOR 2024! DO WE GET AN ENCORE?
Monthly market commentary
MARKET UPDATE: RECAP OF KEY TRENDS IN 2024 AND OUTLOOK ON WHAT IS AHEAD FOR 2025 While the 4th quarter was a volatile ride, US equity markets finished the month higher, capping off another year of 20%+ returns. Not all markets were created equal, however, as…
Read More01.08.2025
MARKET UPDATE: PRE-ELECTION INSIGHTS
Monthly market commentary
MARKET UPDATE: PRE-ELECTION INSIGHTS Both equity and fixed income markets broadly moved higher throughout the 3rd quarter, building on a strong firsthalf. •Large cap value stocks, small cap stocks, and international markets emerged as the standout performers,contrasting with trends seen in the first half of…
Read MorePage 1 of 8 →