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Procyon perspectives
06.26.2023
Trending Now in Senior Living Investment Portfolio Allocation
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
A paradigm shift is an important change that happens when the usual way of thinking about or doing something is replaced by a new or different way. Paradigm shifts very…
04.17.2023
MARKET UPDATE: ”THEY BROKE SOMETHING”
Monthly market commentary
By Procyon
Stocks saw major dispersion in the first quarter of 2023, with the Nasdaq rallying 17.1% for its best quarter since 2020. Meanwhile, Large Value lagged (+1.0%), primarily due to underperformance…
02.10.2023
“Transient”?! – 2022 Inflation & Beyond
Monthly market commentary
By Procyon
As we reflect on the markets from 2022, we are forced to think back a bit further to the initial onset of zero rates and Fed balance sheet expansion that…
12.15.2022
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…
12.15.2022
InvestmentNews – How To Identify The Best Annuity Income Options
By Procyon
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…
11.07.2022
Businesswire – Procyon Partners Ramps Up Momentum with the Addition of Veteran Fi...
Industry News/Trends
By Procyon
Media articles
07.08.2025
Procyon buys $600m Connecticut RIA in first deal post-Constellation investment
Industry News/Trends
Procyon buys $600m Connecticut RIA in first deal post-Constellation investment July 8, 2025 By Ian Wenik Connecticut RIA Procyon has made its first acquisition since it sold a stake in itself to serial wealth management investor Constellation Wealth Capital (CWC). The $8bn firm said Tuesday…
Read More06.27.2025
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 MorePress releases
04.16.2026
Rotation, Resilience, and Fundamentals Amid Geopolitical Shock
Monthly market commentary
Executive Summary Q1 2026 ultimately reflected a rotation-driven market under a temporary inflation shock, rather than a deterioration in underlying economic fundamentals. While the S&P 500 declined 4.3% over the quarter, leadership broadened meaningfully across small caps, value, international equities, and commodities, cushioning diversified portfolios…
Read More04.10.2026
Can a QCD Go to a Donor-Advised Fund?
Retirement plans
Although it may not seem obvious, charitable giving plays a vital role in retirement planning, offering retirees a way to support meaningful causes while optimizing their financial strategies. Among the tools available, Qualified Charitable Distributions (QCDs) and donor-advised funds (DAFs) stand out as popular options,…
Read More04.01.2026
Is Money Destroying Your Relationship? Advice From Money Pros.
Industry News/Trends
Is Money Destroying Your Relationship? Advice From Money Pros. February 19, 2026 By Steve Garmhausen In a country plagued by low financial literacy, it’s good to know that personal finance courses are becoming a requirement for high school students. For this week’s Barron’s Advisor Big Q,…
Read More03.31.2026
How a former Marine built a veteran niche on LinkedIn
Industry News/Trends
How a former Marine built a veteran niche on LinkedIn February 19, 2026 By Brian Wallheimer One of the most important things a financial advisor can do when building a niche is speak the same language as their clients and prospects — it’s mission critical.
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Market commentary
11.13.2020
Markets, Elections and Vaccines – November 13th, 2020
Monthly market commentary
“Democracy is the worst form of government, except for all the others…” – Winston Churchill In this Procyon Perspectives, we cover several topics. We will provide a brief overview of October markets, comment on the US elections, take a deeper dive into the world of…
Read More10.09.2020
Market Update – October 9, 2020
Monthly market commentary
“The intelligent investor is the realist who sells to optimists and buys from pessimists.” – Benjamin Graham, The Intelligent Investor We are three quarters of the way through 2020 and if one fell asleep in January and woke up today the market returns year to…
Read More09.04.2020
Market Update – Labor Day and Some Normalcy? – September 4th, 2020
“Summer will end soon enough, and childhood as well.” George R. R. Martin Labor Day, Back-to-School and Some Normalcy? We do not know if you are fans of the hit HBO series Game of Thrones, but the quote from the show’s creator seems apropos today….
Read More08.07.2020
Market Update – The Economy, COVID and Politics! – August 7th, 2020
Monthly market commentary
With July 4th past, we have now celebrated the 244th US Independence Day! While we each celebrated in our own ways, even the most socially distanced conversations likely encompassed the same hot topics, including Covid-19, social unrest, and the upcoming elections. On the economic and…
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