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Procyon perspectives
05.06.2019
Is Your Investment Policy a Strawman?
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Everyone “knows” that organizations that invest should have an investment policy. Why is this so important? As Yogi Berra says (and the CFA Institute’s primer for investment trustees reemphasizes), “If…
04.06.2019
Risks: A Balancing Act
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Asset Allocation for Life Plan Communities can be a tricky exercise. Unlike a charitable foundation, the core mission of a Life Plan Community involves running a business, with emphasis on…
03.15.2019
The Importance of Financial Wellness
Retirement plans
By Chris Foster
Numerous recent studies highlight the fact that American workers of all ages may not be saving enough to maintain their current standard of living during retirement. Indeed, many workers lack…
03.06.2019
Connecting the Dots: The Linkage Between Financial Ratio Analysis, Asset Allocation �...
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Financial ratios lie at the heart of many benchmarking studies in the CCRC and Life Plan Community industry and can be crucial elements with regard to strategic planning, financing and…
02.21.2019
CT-Based Procyon Partners Expands into NYC with Addition of Leading Financial Advisor J...
By Procyon
02.06.2019
Decision, Decisions: A Closer Look at a Couple of Common Investment Committee Debates
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
I recently had a prospective non-profit client share a few of the “decision points” his investment committee was concerned about in regard to their investment process. He shared that the…
Media articles
03.08.2022
FAs Weigh In: Female FA Mentors are Storytellers, Counselors, Inspirations
Private wealth management & investing, Personal finance
Read MorePress releases
10.12.2023
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 More09.14.2023
Forbes – Don’t Risk It All: Areas Of Focus For High-Net-Worth Families
Industry News/Trends
Amassing generational family wealth often takes years of discipline, planning, and sacrifice. Yet, it is widely reported that 70% of families who have the attributes needed to build wealth will lose it all by the second generation (fortune recommends, Dec. 14, 2022). How could this…
Read More08.17.2023
Procyon Partners Takes Center Stage: Leading the Charge Among Rapidly Expanding RIAs in the Country
Industry News/Trends
Room to grow When I succeeded Alex Rosenberg as editor of Citywire RIA, I admit that one of the things that made me nervous about the role was the annual 50 Growers Across America report, which was his brainchild and had been his pride and…
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