New Media & insights
Media & insightsWelcome to our
Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Lorem Ipsum has been the industry’s standard
Procyon perspectives
09.14.2026
Global Equity Outlook
Monthly market commentary
Growth Remains Firm as Financing Costs Stay Elevated The US economy continues to expand, although growth momentum has eased. Manufacturing PMI stands at 54.6 and services at 55.4, both comfortably…
08.18.2026
Global Equity Outlook
Monthly market commentary
A Better Economy, A Tougher Discount Rate Something genuinely encouraging happened in the economy this month, and something less encouraging happened in the bond market. Both matter, and they point…
07.15.2026
What Is a Fiduciary Financial Advisor? Meaning, Duties, and Key Differences
By Procyon Team
A Higher Standard for Financial Advice A fiduciary is someone who has a legal obligation to act in another person’s best interest. In financial advice, that obligation shapes how recommendations…
07.14.2026
Global Equity Outlook
Monthly market commentary
Selective Strength, Steady Conviction The reflationary backdrop that favored value, cyclicals, and emerging markets earlier this year remains intact. Growth is expanding, inflation is firm, risk appetite is healthy, and…
07.06.2026
Does Texas Have an Estate Tax?
Retirement plans
What is Estate Tax? If you live in Texas and are considering estate planning, it’s important to understand the complexities of the tax landscape. While Texas does not impose an…
06.30.2026
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…
Page 1 of 23 →
Media articles
07.02.2026
How Independence Became Real for 4 Financial Advisors
Industry News/Trends
How Independence Became Real for 4 Financial Advisors July 02, 2026 By Shirl Penney Our co-founder and CEO @Phil Fiore, Jr. was featured in Barron’s discussing what it meant for him and his co-founders to launch Procyon in 2017. A few days before launch,…
Read More06.15.2026
Wealth managers explain why there is more to legacy planning than moving money
Industry News/Trends
Wealth managers explain why there is more to legacy planning than moving money June 15, 2026 By Gregg Greenberg “We often turn to wisdom or gather it in the seasons of suffering. By extension, a family’s problems are incredible teachers. But to make use…
Read More06.10.2026
ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?
Industry News/Trends
ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers? June 10, 2026 By Tom Burroughes – Group Editor 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…
Read More06.03.2026
Wealth managers weigh the pros and cons of a summertime retirement ‘trial run’
Industry News/Trends
Wealth managers weigh the pros and cons of a summertime retirement ‘trial run’ June 03, 2026 By Gregg Greenberg Partner & Private Wealth Advisor Bob Alimena was featured in @InvestmentNews discussing how an extended summer vacation can serve as a valuable “trial run” for…
Read MorePage 1 of 41 →
Press releases
09.14.2026
Global Equity Outlook
Monthly market commentary
Growth Remains Firm as Financing Costs Stay Elevated The US economy continues to expand, although growth momentum has eased. Manufacturing PMI stands at 54.6 and services at 55.4, both comfortably above the expansion threshold. Services employment, at 47.8, is the weaker part of the picture….
Read More08.18.2026
Global Equity Outlook
Monthly market commentary
A Better Economy, A Tougher Discount Rate Something genuinely encouraging happened in the economy this month, and something less encouraging happened in the bond market. Both matter, and they point in opposite directions. The good news first. Manufacturing activity accelerated to its strongest reading in…
Read More07.15.2026
What Is a Fiduciary Financial Advisor? Meaning, Duties, and Key Differences
A Higher Standard for Financial Advice A fiduciary is someone who has a legal obligation to act in another person’s best interest. In financial advice, that obligation shapes how recommendations are made, how challenges are handled, and how client relationships are maintained. A fiduciary financial…
Read More07.14.2026
Global Equity Outlook
Monthly market commentary
Selective Strength, Steady Conviction The reflationary backdrop that favored value, cyclicals, and emerging markets earlier this year remains intact. Growth is expanding, inflation is firm, risk appetite is healthy, and the yield curve is positive and steepening. These are the conditions that have historically rewarded…
Read MorePage 1 of 75 →
All Events
No Results Found
Contact us
Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
09.14.2026
Global Equity Outlook
Monthly market commentary
Growth Remains Firm as Financing Costs Stay Elevated The US economy continues to expand, although growth momentum has eased. Manufacturing PMI stands at 54.6 and services at 55.4, both comfortably above the expansion threshold. Services employment, at 47.8, is the weaker part of the picture….
Read More08.18.2026
Global Equity Outlook
Monthly market commentary
A Better Economy, A Tougher Discount Rate Something genuinely encouraging happened in the economy this month, and something less encouraging happened in the bond market. Both matter, and they point in opposite directions. The good news first. Manufacturing activity accelerated to its strongest reading in…
Read More07.14.2026
Global Equity Outlook
Monthly market commentary
Selective Strength, Steady Conviction The reflationary backdrop that favored value, cyclicals, and emerging markets earlier this year remains intact. Growth is expanding, inflation is firm, risk appetite is healthy, and the yield curve is positive and steepening. These are the conditions that have historically rewarded…
Read More06.29.2026
Growth, Inflation, and The New Rate Reality
Monthly market commentary
Growth, Inflation, and The New Rate Reality Strong business activity and earnings continue to support markets, even as sticky inflation delays Fed easing and keeps real yields in focus. Looking Beyond the Headlines Geopolitical tension in the Middle East, renewed inflation fears, and shifting Fed…
Read MorePage 1 of 11 →