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Procyon perspectives
03.18.2020
Fee Levelization and Defined Contribution Plans
Retirement plans
By Chris Foster
The growth of 401(k) or Defined Contribution (DC) plan investments has been on a steady climb since the beginning of this century.
03.06.2020
Reflections on unsettled markets, elections and taxes – March 6th 2020
Monthly market commentary
As February trading concluded on Friday, February 28, the S&P 500 index finished in correction territory at 2,954.22, down 12.8% over the seven-consecutive loss-days from its February 19 record high…
02.12.2020
The Winds of Change: Emerging Trends for Life Plan Communities
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
We are at a crossroads where there is tremendous change facing the Continuing Care Retirement Community (CCRC)/Life Plan Community (LPC) industry.
01.29.2020
Millennial Savings Plans – Is Your 401(k) Ready to Adapt?
Retirement plans
Today’s workforce is uniquely shaped in a way that we haven’t experienced before. Some workplaces may be employing people representing as many as four different generations – Baby Boomers, Gen…
01.08.2020
New Year, Long-Overdue Overhaul of the Retirement Industry
Retirement plans
By Chris Foster
The Setting Every Community Up for Retirement (SECURE) Act was signed into law late in 2019, marking the second time in three years new tax legislation passed at year-end. Why…
10.25.2019
Cybersecurity for Plan Sponsors: What You Need to Know and What Actions to Take
Retirement plans
By Chris Foster
Today, it is hardly surprising that the term “cybersecurity” is ubiquitous as the issue that regularly makes news headlines around the world.
Media articles
06.27.2022
Diversity grant winners finish CFP test prep at twice the rate of others
Industry News/Trends
Read More06.08.2022
From overwhelming to educating: An advisor learns from trauma
Private wealth management & investing, Personal finance
Read More06.08.2022
A Financial Health Checklist for Small Business Owners
Private wealth management & investing, Personal finance
Read More06.08.2022
Financial Conversation Starters for Couples
Private wealth management & investing, Personal finance
Read MorePress releases
01.25.2024
MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!
Monthly market commentary
Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. In 2022, we saw equity markets fall -18% and fixed income markets drop a staggering -13% as the Federal Reserve acted aggressively to combat rising inflation….
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 More01.17.2024
CityWire – $6.5bn Procyon makes executive hire
Industry News/Trends
Procyon has brought on Harry Kirkpatrick to serve as chief revenue officer. Procyon, the $6.5bn RIA backed by Dynasty Financial Partners, has hired a chief revenue officer, the firm revealed on Wednesday. Harry Kirkpatrick is joining Procyon from NEIRG Wealth Management, where he’s served as…
Read More01.11.2024
InvetmentNews – Prospecting for clients the ‘old-fashioned way’
Industry News/Trends
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches. If you’re looking for new ways to prospect for new clients this year, be prepared to be disappointed. It seems most advisors prefer to stick with what they’re already comfortable with – networking and referrals….
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