New Media & insights
Media & insightsWelcome to our
Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Lorem Ipsum has been the industry’s standard
Procyon perspectives
06.08.2025
Strategic Macro Themes: Navigating a Shifting Global Landscape
Monthly market commentary
Strategic Macro Themes: Navigating a Shifting Global Landscape As global capital flows continue to realign across economies and corporate balance sheets, our team is closely tracking several critical macroeconomic and…
05.08.2025
Fragile Foundations: Tariff Policy and the Divergence in Market Expectations
Monthly market commentary
FRAGILE FOUNDATIONS: TARIFF POLICY AND THE DIVERGENCE IN MARKET EXPECTATIONS We’re pleased to share the May 2025 edition of Equity Insight. In this update we explore recent developments in tariff policy,…
04.17.2025
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital
Industry News/Trends
By Phil Fiore
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital Partnership to Fuel Growth, Expand Talent, and Broaden National Footprint April 17, 2025 10:00 AM Eastern Daylight Time SHELTON,…
04.11.2025
Increasing Recession Risk Warrants A Defensive Bias
Monthly market commentary
INCREASING RECESSION RISK WARRANTS A DEFENSIVE BIAS We’re pleased to introduce Equity Insight, a new monthly commentary from our Head of U.S. Equities. Each edition will offer timely perspectives on market trends…
04.11.2025
NAVIGATING MARKETS AMID TARIFFS – APRIL 2025
Monthly market commentary
By Mark Rich
Last week we highlighted President Trump’s proposed retaliatory tariffs. This week has quickly turned that message into old news. To recap what has happened: On April 2nd, the US…
03.14.2025
NAVIGATING MARKET VOLATILITY AMID TARIFF UNCERTAINTY
Monthly market commentary
By Mark Rich
Over the past several weeks, tariff discussions have dominated financial news, creating a climate of uncertainty that has rippled through markets. The Trump administration’s recent move to propose a 25%…
Media articles
06.27.2025
Beware Hidden 401(k) Withdrawal Protocols
Industry News/Trends
Beware Hidden 401(k) Withdrawal Protocols June 27, 2025 By Ben Mattlin Most retirees know that at some point they’re going to start moving money out of their 401(k) plans. But not everybody thinks about how that happens, or how many ways there are to do…
Read More06.26.2025
DUE DILIGENCE REPORT – SMALL AND MID-CAPS
Industry News/Trends
DUE DILIGENCE REPORT – SMALL AND MID-CAPS June 26, 2025 By Jen Hill Playful now, powerful next Don’t let their stature fool you – small and mid-caps are built for more than play. Nimble, focused, and wired for innovation, they are poised to outpace the…
Read More06.07.2025
InvestmentNews – Building a specialized financial advisory practice: ‘This niche chose me’
Industry News/Trends
June 6, 2025 By Gregg Greenberg Wealth managers explain how they built successful businesses based on a specific market or social segment. For some advisors, there’s more to knowing your customer than “KYC.” Every wealth manager is well acquainted with the “Know Your Customer” or KYC rule. That’s…
Read More05.23.2025
Barron’s – What These Financial Advisors Learned From Military Service and How They Give Back on Memorial Day
Industry News/Trends
May 23, 2025 To mark this national holiday, wealth management professionals share insights they gained during their years of service and how they are helping military families today. By Sally Cates Although Memorial Day is often thought of as the kickoff to summer, its real…
Read MorePress releases
12.31.2025
Alpha Quant® Large Cap Growth
Alpha Quant® Large Cap Growth Alpha Quant Large Cap Growth is a high-conviction, high-quality portfolio consisting of 20 stocks that demonstrate sustainable profitability and strong growth fundamentals. The strategy focuses primarily on large-cap stocks, with the flexibility to include select mid-cap holdings. The portfolio typically…
Read More12.31.2025
Alpha Quant® Dividend Equity
Alpha Quant® Dividend Equity is a focused portfolio consisting of 30 large-cap stocks with strong dividend persistence. The portfolio invests in companies that not only offer high yield, but also have characteristics indicative of strong dividend growth potential. The portfolio is managed with a fundamentally based,…
Read More12.31.2025
Alpha Quant® Core Equity
Alpha Quant® Core Equity is a portfolio of about 50-60 large-cap stocks that exhibit a combination of higher return on invested capital, stronger free cash flow generation, and lower debt leverage compared to the benchmark and peers. The portfolio is managed with a fundamentally based, systematic…
Read More12.16.2025
WealthSolutionsReport – Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More
Industry News/Trends
Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More December 16, 2025 By Thomas Lee Dynasty Financial Partners network partner firm Procyon Advisors purchases OLV Investment Group, a wealth management firm with about $500 million in assets under management (AUM) and multiple locations in Michigan and…
Read MoreAll Events
No Results Found
Contact us
Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
10.14.2022
MARKET UPDATE: “THE BEST TIME TO PLANT A TREE WAS 20 YEARS AGO, THE SECOND-BEST TIME TO DO SO IS TODAY.” – ANCIENT CHINESE PROVERB
Monthly market commentary
As we witnessed the most significant drawdown in wealth since the 2008 financial crisis, the first three quarters of 2022 have collectively cost investors more than $9.5 trillion from the market’s high-water mark at the end of 2021. This includes the market value declines in…
Read More07.20.2022
MARKET UPDATE: THE HEAT IS ON!
Monthly market commentary
Happy 246th Birthday to the United States of America! Paraphrasing the incomparable Erma Louise Bombeck (1927- 1996): “You have to love a Nation that celebrates its Independence every July 4…with family picnics where kids throw Frisbees, the potato salad gets iffy, and the flies die…
Read More06.15.2022
MARKET UPDATE: A TIME TO BE HUMBLE
Monthly market commentary
The US Stock market entered a bear market recently, dropping -20% from the previous high which occurred on January 3rd. We’re now five months into the bear market which we know doesn’t feel good for anyone. Our Investment Committee has composed the following information for…
Read More03.10.2022
MARKET SPOTLIGHT: RUSSIA IN UKRAINE
Monthly market commentary
As the Russia-Ukraine war continues and uncertainty builds across global markets, we have compiled some thoughts for you regarding the direct and indirect risks we see unfolding, including sanctions, oil prices, commodities, and investor sentiment. Of course, it goes without saying that this situation is…
Read More← Page 5 of 9 →