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03.27.2020

Procyon Perspectives – March 27th, 2020

Monthly market commentary

By Jeff Farrar

We sincerely hope you and your loved ones are safe and healthy during these challenging times. At Procyon, we have adopted two phrases to describe both the unprecedented events taking…

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03.20.2020

Market Update – March 20th, 2020

Monthly market commentary

By Jeff Farrar

A “Pre-Social Distancing” picture of your Procyon team! Hello – You continue to be our top priority and as we close another dynamic week, we aim to keep you well…

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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.

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03.06.2020

Reflections on unsettled markets, elections and taxes – March 6th 2020

Monthly market commentary

By Antonio Rodrigues

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…

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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.

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01.29.2020

Millennial Savings Plans – Is Your 401(k) Ready to Adapt?

Retirement plans

By Amber Kendrick

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…

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Press releases

02.14.2025

InvestmentNews – ‘Money Mimosas’ and other ways to show your Valentine financial love

Industry News/Trends

FEB 14, 2025 By Gregg Greenberg Looking for something special to do with your one and only this Valentine’s Day? Perhaps an activity that shows how much you want your relationship to last, not just emotionally, but financially as well? How about sharing a “money mimosa”?…

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01.30.2025

A ROUND OF APPLAUSE FOR 2024! DO WE GET AN ENCORE?

Monthly market commentary

MARKET UPDATE: RECAP OF KEY TRENDS IN 2024 AND OUTLOOK ON WHAT IS AHEAD FOR 2025 While the 4th quarter was a volatile ride, US equity markets finished the month higher, capping off another year of 20%+ returns. Not all markets were created equal, however, as…

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01.08.2025

MARKET UPDATE: PRE-ELECTION INSIGHTS

Monthly market commentary

MARKET UPDATE: PRE-ELECTION INSIGHTS Both equity and fixed income markets broadly moved higher throughout the 3rd quarter, building on a strong firsthalf. •Large cap value stocks, small cap stocks, and international markets emerged as the standout performers,contrasting with trends seen in the first half of…

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12.13.2024

Business Wire – Procyon Partners Makes Power Move in Naming Rich Franchella to Drive Growth

Industry News/Trends

Bold Hire Set to Accelerate Wealth Dynamo’s Growth Across Private-Client and Institutional Verticals December 02, 2024 10:00 AM Eastern Standard Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon is pleased to announce the appointment of Rich Franchella as Senior Vice President of Business Development, a newly created role designed…

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