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Procyon perspectives
04.08.2020
COVID-19 Creates Personal Planning Opportunities
Private wealth management & investing
By Lou Gloria
Bear market conditions and the US government’s legislative responses to the unfolding COVID-19 pandemic offer both financial relief and opportunity.
04.03.2020
Market Update – April 3rd, 2020
Monthly market commentary
Hello, We begin today with a couple of comments on our collective state of mind, and on a decision-making construct we find helpful, before concluding with an update to our…
04.02.2020
Smart Financial Strategies for Unexpected Events
Personal finance
By Chris Foster
A once-in-a-lifetime event such as the coronavirus pandemic forces us to reassess many things we may have taken for granted.
04.02.2020
Stocks & the Coronavirus – Think Before Reacting
Personal finance
By Chris Foster
The sustained rally that produced 30%+ gains in the S&P 500 in 2019 and continued into 2020 came to a screeching halt in late February, when fears of the coronavirus…
04.02.2020
Managing Market Volatility – Principles of Investing Success
Personal finance
By Chris Foster
The past months have tested the strength and resolve of individuals, businesses and governments around the world.
03.30.2020
CARES Act – Impact on Retirement Plans
Retirement plans
By Chris Foster
On March 27, 2020, the U.S. House of Representatives passed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) that was passed in the U.S. Senate on March 25,…
Media articles
08.02.2023
Citywire – The forever game: Why large RIAs are entering the trust business
Industry News/Trends
In July of 2021, Moneta chief executive Eric Kittner hired Matt Harlan to help his firm do something unusual. Moneta, a $31bn RIA based in St. Louis, Mo., had recently chartered a new trust company in Kansas and needed someone to head up the business…
Read More08.02.2023
Investment News – Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’
Industry News/Trends
Financial advisors weren’t expecting a credit rating agency to downgrade U.S. debt two months after the country avoided a default, but they’re taking the move in stride. Late Tuesday afternoon, Fitch Ratings demoted U.S. bonds from ‘AAA’ to ‘AA+,’ citing “expected fiscal deterioration” in coming years,…
Read More07.27.2023
Citywire – An administrator to trust: How Procyon Partners launched its trust biz
Industry News/Trends
The $5bn Shelton, Conn.-based RIA has joined the growing ranks of RIAs offering trust services to clients.
Read More06.23.2023
AdvisorHub – Navigating challenges and opportunities in the RIA M&A market
Industry News/Trends
Read MorePress releases
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 and economic developments. In this inaugural issue, we explore the growing risks to the U.S….
Read More04.11.2025
NAVIGATING MARKETS AMID TARIFFS – APRIL 2025
Monthly market commentary
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 announced reciprocal tariffs with a very simple calculation: a 10% floor and a tariff equal…
Read More04.02.2025
WealthManagement.com – Next Gen Advisors Don’t Want to be Cold Callers
Industry News/Trends
April 2, 2025 By Alex Ortolani For RIAs to succeed in the next decade, panelists and attendees of RIA Edge Nashville point to professional businesses that offer recruits a chance to focus on clients. Wealth management still may not be as sexy as investment banking, but…
Read More03.14.2025
NAVIGATING MARKET VOLATILITY AMID TARIFF UNCERTAINTY
Monthly market commentary
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% tariff on Canadian aluminum and steel -only to retract the decision later that same day-…
Read MoreAll Events
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