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Procyon perspectives
06.08.2021
Sunshine State of Mind: Rapidly Growing Procyon Partners Adds Senior Financial Advisor ...
By Procyon
05.25.2021
The Power of Scale: Pivotal Planning Group, LLC of Long Island, NY merges with CT-based...
By Procyon
04.20.2021
Tomato Plants and Trusts
Private wealth management & investing, Personal finance
A few years ago, some friends asked my family to take care of their tomato plants while they went on vacation. While they were away we could eat ripened tomatoes,…
04.08.2021
THE GRASS IS GREENER WHERE YOU WATER IT
By Procyon
Welcome to Spring! Spring cleaning takes on extra significance this year as we all look forward to ending what seemed like a long winter’s rest! We share the excitement of…
04.07.2021
Ingredients and Equities: Know What’s Inside to Optimize Your Financial Health
Private wealth management & investing, Personal finance
“To optimize your financial health, you don’t need to have a command of every detail of the stock market. However, you should understand generally what you own and why, and…
03.31.2021
Procyon Perspectives Webinar – March 31, 2021 [Investment Trends Accelerated by t...
Private wealth management & investing, Personal finance, Webinar
On Wednesday, March 31, 2021, Antonio Rodrigues, Partner & Senior Portfolio Manager of Procyon, hosted the online event focusing on investing and economic trends accelerated by the COVID-19 pandemic. Joining…
Media articles
04.08.2024
Financial Advisor – You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule
Retirement plans, Industry News/Trends
You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule APRIL 5, 2024 • BEN MATTLIN As financial professionals anxiously anticipate the Department of Labor’s new fiduciary requirements, which President Joe Biden is expected to sign this spring, their attitudes vary greatly. Some look…
Read More04.01.2024
Wealth Solution Reports – Three Keys For Advisory Firms Looking To Grow By Acquisition
Industry News/Trends
Three Experienced Dynasty-Affiliated Firm Leaders Share Keys To Ensuring Successful Acquisitions Acquisitions aren’t just for RIA aggregators and large enterprises – small and mid-sized advisory businesses often choose to grow inorganically. While the scaled, repeat players have teams of experts with years of experience and…
Read More03.20.2024
USA TODAY – Spring cleaning’ for your finances: 12 money moves to make right now
Industry News/Trends
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 More01.17.2024
USA TODAY – How to create a budget for 2024: First, check out how you spent in 2023
Industry News/Trends
Daniel de Visé A great way to make a household budget for 2024, financial planners say, is to look at how you spent money in 2023. You might call it data-driven budgeting: Before you create a spending plan for this year, analyze how you allocated…
Read MorePress releases
06.27.2025
Beware Hidden 401(k) Withdrawal Protocols
Industry News/Trends
Beware Hidden 401(k) Withdrawal Protocols June 27, 2025 By Ben Mattlin Most retirees know that at some point they’re going to start moving money out of their 401(k) plans. But not everybody thinks about how that happens, or how many ways there are to do…
Read More06.26.2025
DUE DILIGENCE REPORT – SMALL AND MID-CAPS
Industry News/Trends
DUE DILIGENCE REPORT – SMALL AND MID-CAPS June 26, 2025 By Jen Hill Playful now, powerful next Don’t let their stature fool you – small and mid-caps are built for more than play. Nimble, focused, and wired for innovation, they are poised to outpace the…
Read More06.08.2025
Strategic Macro Themes: Navigating a Shifting Global Landscape
Monthly market commentary
Strategic Macro Themes: Navigating a Shifting Global Landscape As global capital flows continue to realign across economies and corporate balance sheets, our team is closely tracking several critical macroeconomic and geopolitical developments. Below is a summary of the key themes shaping our strategic outlook: Trade…
Read More06.07.2025
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…
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