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Procyon perspectives
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.
10.15.2019
Choosing a Retirement Plan
Retirement plans
By Chris Foster
Employers recognize that providing tax-favored retirement benefits makes good business sense. Prospective employees consistently rank the presence of a retirement plan as an important factor in deciding whether to accept…
09.30.2019
Paying Too Much in Taxes? Consider a Cash Balance Plan
Retirement plans
By Chris Foster
The retirement plan landscape has undergone a series of radical changes in recent decades. For a long time, the traditional pension plan was dominant. Under these plans, employers put money…
08.23.2019
Looking at the Big Picture: Non-Portfolio Assets Matter
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Indeed, it’s really important to ensure that one is solving for the right problem. After all, arriving at any answer is not challenging, but arriving at the right one—one that…
08.12.2019
Let’s Go to the Video Tape… How do Life Plan Communities Manage their Investments?
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Have you seen the latest summer blockbuster? Whether it’s Avengers: Endgame or Once Upon A Time In Hollywood that first comes to mind, their directors will have thoughtfully made the…
Media articles
12.22.2022
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 More12.01.2022
Deal Quest Podcast – Episode 203: Breaking Away and Strategic Growth with Phil Fiore
Industry News/Trends
Having more than 25 years of experience, Procyon’ Co-Founder, Phil Fiore, has extensive experience and expertise in the investment advisory space. In addition to being a co-founder of Procyon in 2017, Phil formerly held the positions of Senior Vice President of Wealth Management at UBS,…
Read More11.09.2022
AdvisorHub – Procyon Partners Ramps Up Momentum with the Addition of Veteran Financial Advisor Brian Turner
Industry News/Trends
With Addition of Team, $5.5 Billion Procyon Expands Footprint with New Office in Maryland St. Petersburg, Florida – November 7, 2022 – Procyon announced today that Brian Turner will be joining the firm as a Private Wealth Advisor. He is accompanied by Selena Kemp, Senior…
Read MorePress releases
12.13.2024
InvestmentNews – Time to cash out of cash? Advisors offer their suggestions
Industry News/Trends
NOV 11, 2024 By Gregg Greenberg Wealth managers weigh in on what to do with their cash positions if the Fed keeps cutting rates. Okay Wall Streeters. Like the result or not, the election is over. Time to stop watching the polls and get back to…
Read More10.11.2024
InvestmentNews – The business continuity planning lessons amid Helene and Milton
Industry News/Trends
By Gregg Greenberg The widespread devastation caused by hurricanes Helene and Milton has wealth managers updating their emergency plans. First hurricane Helene smashed the Southeast, destroying homes and businesses. Not long after, hurricane Milton retraced some of her catastrophic path, adding to both the human toll…
Read More09.20.2024
AccountingToday – The New Path to Wealth Creation for CPAs
Industry News/Trends
In the dynamic landscape of finance and accounting, the relationship between private equity and CPA firms has transformed unlocking opportunities for wealth creation for partners of CPA firms. This article explores why private equity is attracted to CPA advisory firms and how strategic investment can…
Read More09.09.2024
Wealth Solutions Report – Year-End Adjustments To Maximize The Client Retirement Portfolio
Industry News/Trends
Dynasty Affiliates Share Retirement Strategies For Adjusting To Current Conditions, Trends And Tax Planning In The Final Months Of 2024 With less than four months to go before we ring in 2025, the approaching year end serves as a reminder for advisors and clients to…
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