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Procyon perspectives
09.14.2020
What’s Your Money Story? This Is So Not Your Typical Financial Talk
Personal finance
Procyon’s own Caroline Wetzel and trained Mediator, Colleen O’Neil, enjoy a real conversation about our relationship with money. Click the link below to watch the video and check out these…
09.04.2020
Market Update – Labor Day and Some Normalcy? – September 4th, 2020
By Procyon
“Summer will end soon enough, and childhood as well.” George R. R. Martin Labor Day, Back-to-School and Some Normalcy? We do not know if you are fans of the hit…
08.07.2020
Market Update – The Economy, COVID and Politics! – August 7th, 2020
Monthly market commentary
By Procyon
With July 4th past, we have now celebrated the 244th US Independence Day! While we each celebrated in our own ways, even the most socially distanced conversations likely encompassed the…
07.28.2020
Ct-Based Procyon Partners Doubles Down in the Big Apple: Adds veteran Financial Advisor...
By Marc Fischer
07.10.2020
Market Update – The Known Unknowns – July 10, 2020
Monthly market commentary
By Procyon
“Life isn’t about waiting for the storm to pass; it’s about learning to dance in the rain” – Vivan Greene, 2006 So many questions swirl as we re-emerge from our…
06.12.2020
A Perspective on Risk During the COVID-19 Crisis
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
To start, there’s now a more urgent existential risk for those of a certain age or with certain pre-existing conditions. From a societal standpoint, the initial fear that so many…
Media articles
04.04.2023
CityWire RIA – Why a $5bn RIA entered the insurance business
Industry News/Trends
Read MorePress releases
09.09.2024
Wealth Solutions Report – Year-End Adjustments To Maximize The Client Retirement Portfolio
Industry News/Trends
Dynasty Affiliates Share Retirement Strategies For Adjusting To Current Conditions, Trends And Tax Planning In The Final Months Of 2024 With less than four months to go before we ring in 2025, the approaching year end serves as a reminder for advisors and clients to…
Read More08.09.2024
Wealth Solutions Report – Predicting Stock Markets For The Second Half Of 2024
Personal finance, Industry News/Trends
Dynasty Affiliates Predict Equities Markets And Discuss Economic Factors, Opportunities And Risks As we look towards the second half of 2024, uncertainty remains around the markets, partially driven by the Federal Reserve, which may cut rates in September for the first time since March 2020…
Read More07.29.2024
MARKET UPDATE: A GREAT ROTATION?
Monthly market commentary
Markets broadly continued to trend higher throughout the second quarter and into the start of the third quarter, despite some pockets of weakness. Throughout the second quarter of 2024, US large-cap stocks advanced while their small and midcap counterparts trailed. Emerging market equities were the…
Read More07.24.2024
FinancialPlanning – Career changers reflect on the many paths into financial planning — and offer advice on making the switch
Industry News/Trends
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…
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