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Procyon perspectives
10.03.2018
Separately Managed Accounts – A Customized Approach to Investing
Private wealth management & investing
By Procyon
Separately managed accounts are custom portfolios that investment professionals manage for high-net-worth investors.
07.11.2018
Teaching Children the Value of Money
Personal finance
By Chris Foster
Can you remember the first time a parent or sibling gave you a dollar bill and said “Do as you wish”? Certainly, candy and bubble gum were tops on the…
07.11.2018
Charitable Giving for Affluent Investors
Private wealth management & investing
By Procyon
For the many affluent investors who are philanthropically inclined, but who lack knowledge about the various charitable giving mechanisms, selecting the right one can be an overwhelming task.
05.22.2018
CT-Based Independent Financial Advisory Firm, Procyon Partners, Expands with Hiring of ...
By Procyon
03.13.2018
Choosing Between Traditional vs. ROTH 401(k)s
Personal finance
By Chris Foster
The ROTH 401(k) may appeal to workers willing to forgo a tax break now in return for getting one at retirement. As its name implies, the ROTH 401(k) combines features…
03.13.2018
The Power of Compounding
Personal finance
By Chris Foster
Sometimes people put off saving for retirement because so many other things seem to get in the way. Do you find yourself among them? If so, try to overcome the…
Media articles
06.08.2022
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 More06.08.2022
Smart Spending in Retirement (A guide to help you budget, save and invest wisely)
Private wealth management & investing, Personal finance
Read MorePress releases
05.14.2024
Wealth Solutions Report – How To Improve Your Service For Female Clients
Industry News/Trends
Three Women Advisors Explain The Common Needs Of Female Clients And Advice On Serving Them In an industry that has been and continues to be predominantly male with a historical focus on male clients, women are advancing, both as advisors and professionals as well as…
Read More05.09.2024
Financial Planning – Social Security is still in trouble. What should advisors tell their clients?
Industry News/Trends
By Nathan Place The latest numbers are in, and Social Security is still drifting toward insolvency — just slightly less rapidly than it was last year. On Tuesday, Social Security’s board of trustees released its 2024 report on the program’s finances, and they’re precarious. By…
Read More05.06.2024
MARKET UPDATE: ALL ABOUT INTEREST RATES
Monthly market commentary
Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last year extended. The S&P 500 was up 10.56% in the 1st quarter, and up 28.5% since October, 27th of 2023. If you recall, this market…
Read More04.09.2024
WealthManagement – Procyon: Institutional Due Diligence With a Private Wealth Overlay
Industry News/Trends, Institutional Clients
Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets. Diana Britton | Apr 08, 2024 Procyon was founded in 2017 by financial advisor Phil Fiore with the…
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