The world as we see it
07.15.2026
What Is a Fiduciary Financial Advisor? Meaning, Duties, and Key Differences
By Procyon Team
A Higher Standard for Financial Advice A fiduciary is someone who has a legal obligation to act in another person’s best interest. In financial advice, that obligation shapes how recommendations are made, how challenges are handled, and how client relationships are maintained. A fiduciary financial…
Read More07.06.2026
Does Texas Have an Estate Tax?
Retirement plans
What is Estate Tax? If you live in Texas and are considering estate planning, it’s important to understand the complexities of the tax landscape. While Texas does not impose an estate tax, federal estate tax laws may still affect your wealth transfer. Estate and inheritance…
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 More11.21.2023
Riding the Waves of Change: The Paradigm Shift in Asset Allocation Amidst Rising Interest Rates and Emerging Risks
Industry News/Trends
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 often relate to new technologies. Remember when we composed letters and papers on a typewriter?…
Read More06.26.2023
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 often relate to new technologies. Remember when we composed letters and papers on a typewriter?…
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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 entire life of the account owner. Outcomes depend mainly on: The amount of funding available….
Read More07.13.2022
Case-Study: Improve Your Investment Menu & Fee Transparency as a Plan Sponsor
Institutional Clients
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04.20.2021
Tomato Plants and Trusts
Private wealth management & investing, Personal finance
A few years ago, some friends asked my family to take care of their tomato plants while they went on vacation. While they were away we could eat ripened tomatoes, and when they returned my husband and I could keep one of the plants. This…
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