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Procyon perspectives
04.16.2026
Rotation, Resilience, and Fundamentals Amid Geopolitical Shock
Monthly market commentary
Executive Summary Q1 2026 ultimately reflected a rotation-driven market under a temporary inflation shock, rather than a deterioration in underlying economic fundamentals. While the S&P 500 declined 4.3% over the…
04.10.2026
Can a QCD Go to a Donor-Advised Fund?
Retirement plans
Although it may not seem obvious, charitable giving plays a vital role in retirement planning, offering retirees a way to support meaningful causes while optimizing their financial strategies. Among the…
03.03.2026
A Market Perspective on Recent Middle East Events
Monthly market commentary
Over the weekend, the U.S. and Israel launched coordinated military strikes against Iran, targeting senior leadership, military infrastructure, and components of its nuclear program. Iran’s Supreme Leader has reportedly been…
02.09.2026
From Disinflationary Growth to a Broader Expansion
Monthly market commentary
EXECUTIVE SUMMARY The U.S. economy is transitioning from a narrow, services-led disinflationary expansion to a broader growth regime marked by a manufacturing rebound, persistent inflation friction, and an expansion of…
12.31.2025
Alpha Quant® Value Equity
Alpha Quant® Value Equity is a focused portfolio of 30 stocks that exhibit attractive valuations across large‐ and mid‐cap stocks. The strategy aims to exploit investors’ fixation with short‐term events and underappreciation…
12.31.2025
Alpha Quant® SMID Cap
Alpha Quant® SMID Cap portfolio is a multi-strategy portfolio that combines distinct systematic sub-strategies across small- and mid-capitalization quality and value investment styles. The portfolio is comprised of small- and mid-cap…
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Media articles
05.06.2026
For Women in Wealth Management, Motherhood Can Be a Valuable Asset
Industry News/Trends
For Women in Wealth Management, Motherhood Can Be a Valuable Asset May 06, 2026 By Steve Garmhausen “I’m a fierce protector of my kids, but that instinct shows up in my leadership too,” Melissa shared. “I’m a strong advocate for my team and my clients…
Read More05.01.2026
5 Smart Money Moves to Consider Before Signing Up for Medicare
Industry News/Trends
5 Smart Money Moves to Consider Before Signing Up for Medicare May 01, 2026 By Beth Braverman “There are certain finite timelines that you need to know,” says Andy Leung, a certified financial planner and private wealth adviser at Shelton, Connecticut-based Procyon. “You can’t back up, and…
Read More05.01.2026
How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America
Industry News/Trends
How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America May 01, 2026 By Steve Garmhausen For wealth management firms, a wait-and-see approach to artificial intelligence won’t do, according to Phil Fiore. “We have to start embracing it now if we’re going…
Read More04.01.2026
Is Money Destroying Your Relationship? Advice From Money Pros.
Industry News/Trends
Is Money Destroying Your Relationship? Advice From Money Pros. February 19, 2026 By Steve Garmhausen In a country plagued by low financial literacy, it’s good to know that personal finance courses are becoming a requirement for high school students. For this week’s Barron’s Advisor Big Q,…
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Press releases
05.06.2026
For Women in Wealth Management, Motherhood Can Be a Valuable Asset
Industry News/Trends
For Women in Wealth Management, Motherhood Can Be a Valuable Asset May 06, 2026 By Steve Garmhausen “I’m a fierce protector of my kids, but that instinct shows up in my leadership too,” Melissa shared. “I’m a strong advocate for my team and my clients…
Read More05.01.2026
5 Smart Money Moves to Consider Before Signing Up for Medicare
Industry News/Trends
5 Smart Money Moves to Consider Before Signing Up for Medicare May 01, 2026 By Beth Braverman “There are certain finite timelines that you need to know,” says Andy Leung, a certified financial planner and private wealth adviser at Shelton, Connecticut-based Procyon. “You can’t back up, and…
Read More05.01.2026
How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America
Industry News/Trends
How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America May 01, 2026 By Steve Garmhausen For wealth management firms, a wait-and-see approach to artificial intelligence won’t do, according to Phil Fiore. “We have to start embracing it now if we’re going…
Read More04.16.2026
Rotation, Resilience, and Fundamentals Amid Geopolitical Shock
Monthly market commentary
Executive Summary Q1 2026 ultimately reflected a rotation-driven market under a temporary inflation shock, rather than a deterioration in underlying economic fundamentals. While the S&P 500 declined 4.3% over the quarter, leadership broadened meaningfully across small caps, value, international equities, and commodities, cushioning diversified portfolios…
Read MorePage 1 of 72 →
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Market commentary
04.16.2026
Rotation, Resilience, and Fundamentals Amid Geopolitical Shock
Monthly market commentary
Executive Summary Q1 2026 ultimately reflected a rotation-driven market under a temporary inflation shock, rather than a deterioration in underlying economic fundamentals. While the S&P 500 declined 4.3% over the quarter, leadership broadened meaningfully across small caps, value, international equities, and commodities, cushioning diversified portfolios…
Read More03.03.2026
A Market Perspective on Recent Middle East Events
Monthly market commentary
Over the weekend, the U.S. and Israel launched coordinated military strikes against Iran, targeting senior leadership, military infrastructure, and components of its nuclear program. Iran’s Supreme Leader has reportedly been killed, and Iran has responded with missile and drone attacks across the region. President Trump…
Read More02.09.2026
From Disinflationary Growth to a Broader Expansion
Monthly market commentary
EXECUTIVE SUMMARY The U.S. economy is transitioning from a narrow, services-led disinflationary expansion to a broader growth regime marked by a manufacturing rebound, persistent inflation friction, and an expansion of corporate earnings participation. After a prolonged contraction, manufacturing activity has re-entered expansion, driven by a…
Read More10.15.2025
U.S. Macro and Market Commentary
Monthly market commentary
Third Quarter in Review: US equities moved higher in the quarter and are now up substantially year to date. Within large caps, the S&P 500 was up 8.1% in the quarter and now up 14.8% year to date. Small cap stocks were even stronger in…
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