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Procyon perspectives
06.05.2020
Market Update – Spring Awakening after the Great Cessation – June 5, 2020
Monthly market commentary
By Procyon
“No matter how long the Winter, Spring is sure to follow” The past few months have been tough on all of us in different ways. Our Procyon Investment Committee…
05.06.2020
Market Update – May 6, 2020
Monthly market commentary
By Jeff Farrar
“…the fear does not subside, and we are expected to move against the fear. One must choose to do it afraid.” — Elisabeth Elliot Intro We have all become keenly…
05.01.2020
Financial Planning: Building Your Personal Roadmap
Private wealth management & investing
When you hear the phrase “financial planning” what comes to mind? These two words can conjure up a variety of emotions and expectations.
05.01.2020
CARES Act Update – Disaster Relief Notice 2020
Retirement plans
By Chris Foster
On April 29 2020, the Employee Benefit Security Administration (“EBSA”), a division of the Department of Labor (“DOL”), issued Disaster Relief Notice 2020-01, which contains items impacting retirement plans subject…
04.08.2020
COVID-19 Creates Personal Planning Opportunities
Private wealth management & investing
By Lou Gloria
Bear market conditions and the US government’s legislative responses to the unfolding COVID-19 pandemic offer both financial relief and opportunity.
04.03.2020
Market Update – April 3rd, 2020
Monthly market commentary
Hello, We begin today with a couple of comments on our collective state of mind, and on a decision-making construct we find helpful, before concluding with an update to our…
Media articles
03.14.2023
Advisor Hub – Three Strategic Pillars for Recruiting Elite Wealth Managers
Industry News/Trends
Read More01.20.2023
Financial Advisor IQ – FAs with Solid Marketing Strategies Win 2.4 Times More New Clients: Study
Industry News/Trends
Read More12.22.2022
Kiplinger’s Personal Finance – Pension Payout Article
Personal finance
If you’re considering taking a one-time payout, don’t put it off. Its value will decline as rates rise.
Read More12.15.2022
InvestmentNews – How To Identify The Best Annuity Income Options
There’s increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully. A 401(k) retirement-savings plan doesn’t guarantee the availability of funding through the entire life of the account owner. Outcomes depend mainly on: The amount of funding available….
Read MorePress releases
07.22.2024
WealthManagement – The Ultimate Entrée For The Independent Channel
Industry News/Trends
Diana Britton | Jul 22, 2024 While many in the financial advice business have for years focused on retail clients, some firms are finding that institutional clients, such as pensions and foundations, can pay off in a major way. When advisor Phil Fiore started his career at…
Read More07.08.2024
InvestmentNews – What RIAs need to think about before partnering up
Industry News/Trends
“You’re literally marrying another entity that you may not have married from the beginning,” says CEO of Procyon. July 5, 2024 By Gregg Greenberg Partnering with another RIA means more than merely hooking up, according to Phil Fiore, CEO of Procyon. It’s essentially a wedding…
Read More06.25.2024
Wealth Solutions Report – Three Advisory CEOs Describe Strategy at Three Stages Of Growth
Industry News/Trends
Growth isn’t a linear, smooth path – it’s filled with multiple challenges as a firm proceeds through stages. Navigating the ship of business requires different approaches from advisory firms that recently launched, those that have reached their final intended heights, and those in between. We…
Read More05.14.2024
Wealth Solutions Report – How To Improve Your Service For Female Clients
Industry News/Trends
Three Women Advisors Explain The Common Needs Of Female Clients And Advice On Serving Them In an industry that has been and continues to be predominantly male with a historical focus on male clients, women are advancing, both as advisors and professionals as well as…
Read MoreAll Events
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