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03.31.2021
Procyon Perspectives Webinar – March 31, 2021 [Investment Trends Accelerated by the Pandemic]
Private wealth management & investing, Personal finance, Webinar
On Wednesday, March 31, 2021, Antonio Rodrigues, Partner & Senior Portfolio Manager of Procyon, hosted the online event focusing on investing and economic trends accelerated by the COVID-19 pandemic. Joining Antonio was Mark Rich, CFP®, and Senior Financial Analyst, and Chief Investment Officer of Dynasty…
Read More03.15.2021
International Women’s Day 2021
Personal finance
Women Owning their Wealth (WOW) Collaborative kicks off its 2021 series of Financial Wellness seminars during Women’s History Month and in celebration of International Women’s Day with this webinar! Amber Kendrick CPFA, CRPS®, Caroline Wetzel CFP®, CDFA®, AWMA® and Karen Drancik offer a panel discussion…
Read More02.26.2021
Healthy Fats – How About Healthy Debt?
Private wealth management & investing, Personal finance
When it comes to your finances, what keeps you awake at night? A few years ago, a client, Louise*, confided in me: “Debt gets me nervous.” Knowing that Louise and her husband, Will, were health-conscious individuals, I asked Louise how she felt about consuming fat…
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