The world as we see it
12.29.2021
Ultra-Wealthy Investors and Advisors Differ over Tangible Assets
By Procyon
Many financial advisors are missing the mark with ultra-wealthy investors by not considering how tangible assets – such as art, real estate and other valuables – factor into their overall portfolios, a new report suggests. Eighty-seven percent of ultra-high-net-worth investors consider these tangible assets as…
Read More09.29.2021
Procyon Perspectives Webinar – Sept. 29, 2021 [Alternative Investments]
Private wealth management & investing, Personal finance, Webinar
Antonio Rodrigues, Jeff Farrar and Michael Desmond of Procyon’s investment committee join Joe Burns from iCapital’s research team to take a deeper look into some of the “alternative asset” classes that can be owned as a compliment to an existing diversified core strategy. We will…
Read More07.13.2021
Procyon Perspectives Webinar – July 13, 2021 [The 60\40 Investment Portfolio Today]
Private wealth management & investing, Personal finance, Webinar
The Procyon Investment Committee takes a fresh look at the traditional 60/40 balanced portfolio through the prism of the post-pandemic economy. Balanced portfolios are the bedrock of private wealth and institutional investors alike, and while that may never change Procyon takes a look deeper to…
Read More07.13.2021
Procyon Perspectives Webinar – July 13, 2021 [The 60\40 Investment Portfolio Today]
Private wealth management & investing, Personal finance, Webinar
By Procyon
The Procyon Investment Committee takes a fresh look at the traditional 60/40 balanced portfolio through the prism of the post-pandemic economy. Balanced portfolios are the bedrock of private wealth and institutional investors alike, and while that may never change Procyon takes a look deeper to…
Read More04.20.2021
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…
Read More04.07.2021
Ingredients and Equities: Know What’s Inside to Optimize Your Financial Health
Private wealth management & investing, Personal finance
“To optimize your financial health, you don’t need to have a command of every detail of the stock market. However, you should understand generally what you own and why, and how the positions you own work together.” Do you check out the ingredients in your…
Read More03.31.2021
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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