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Procyon perspectives
10.09.2020
Market Update – October 9, 2020
Monthly market commentary
By Procyon
“The intelligent investor is the realist who sells to optimists and buys from pessimists.” – Benjamin Graham, The Intelligent Investor We are three quarters of the way through 2020 and…
09.24.2020
Election Update: A Debate Primer!
Private wealth management & investing
By Procyon
With the upcoming first Presidential Debate and election campaigns in full swing, the Procyon Investment Committee wanted to set the foundation for some of the topics over the rest of…
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…
Media articles
11.14.2023
Honoring Advisors Who Serve(d): Veterans Day, 2023 – Think Advisor
Industry News/Trends
In honor of Veterans Day and National Veterans and Military Families Month, we’re pleased to present ThinkAdvisor’s 12th annual Advisors Who Serve(d) compilation, in which we highlight stories of veterans in the advisory world, told in their own words. Advisors Who Serve(d) highlights financial advisors…
Read More10.27.2023
InvestmentNews – SMAs outpace mutual funds for wealthier clients, report shows
Industry News/Trends
Affluent investors have been pouring money into separately managed accounts and turning slightly away from mutual funds, a new consumer research report shows. As of 2022, 22% of U.S. households that invest had SMAs, up from 13% in 2020, according to data published Thursday by Hearts…
Read More10.12.2023
Advisor Perspectives – Best Practices for Selling a Family Business
Industry News/Trends
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. I came to know a gentleman who, years before we met, sold the business he and his late father had operated for more than three decades. He did very…
Read More09.25.2023
USA TODAY – Savings account interest rates are best in years, experts say. How to get a high yield.
Industry News/Trends
Daniel de Visé Once upon a time, banks rewarded customers who opened savings accounts with stuffed lions, canvas totes – and interest. Lots of it. Those days are gone. The average savings account now yields about 0.45% annual interest, according to the Federal Deposit Insurance Corp. Rates remain stubbornly low…
Read MorePress releases
05.08.2025
Fragile Foundations: Tariff Policy and the Divergence in Market Expectations
Monthly market commentary
FRAGILE FOUNDATIONS: TARIFF POLICY AND THE DIVERGENCE IN MARKET EXPECTATIONS We’re pleased to share the May 2025 edition of Equity Insight. In this update we explore recent developments in tariff policy, market volatility, corporate earnings, and the evolving outlook for investor sentiment. From shifting trade dynamics…
Read More05.03.2025
InvestmentNews – Advisors Work To Make Sure Oversized Inheritances Won’t Ruin Their Clients’ Kids
Industry News/Trends
May 3, 2025 By Gregg Greenberg Share the inheritance, don’t spoil the child! Wealth managers explain how to prevent their clients from ruining their kids values and motivation. Are your advisory clients afraid that money will ruin their children? If so, you’re not alone. One of…
Read More04.29.2025
WealthManagement.com – Procyon Readies New Deals Post-Constellation Minority Stake
Industry News/Trends
According to co-founder Phil Fiore, the Dynasty-backed firm will make four to six transactions per year, and is looking at the space between the Mississippi River and the East Coast; but the deals “have to be the right ones.” April 29, 2025 By Patrick Donachie…
Read More04.17.2025
City Wire – RIA minority investor Constellation stakes $8bn Procyon Partners
Industry News/Trends
Headquartered in Shelton, Conn., Procyon is part of the Dynasty Financial Partners network. April 17, 2025 By Sam Bojarski A Connecticut RIA has accepted minority investment from Karl Heckenberg’s Constellation Wealth Capital. Procyon Partners, an $8bn RIA, said Thursday that the deal with serial RIA…
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