The world as we see it
04.07.2021
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 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…
Read More12.30.2020
Resolve To Detox Your Finances in 2021
Private wealth management & investing, Personal finance
I admit it. I sipped many virtual happy hour drinks and binged on comfort foods to initially cope with COVID-19. I regularly rationalized my choices. They offered enjoyment and relief during a stressful time. However, by late summer when my favorite summer dresses did not…
Read More12.07.2020
Risks to DC Plans: Investment Menu Design & Employee Communications
LPCs/CCRCs
By Tom Gahan
11.18.2020
Tired of Being in the Retirement Plan Business?
Retirement plans
By Tom Gahan
There are many reasons why companies are considering Multiple Employer Plans (“MEP’s”), and Procyon has extensive retirement consulting experience that can help organizations make sound fiduciary choices when evaluating the benefits of this structure.
Read More09.24.2020
Election Update: A Debate Primer!
Private wealth management & investing
By Procyon
With the upcoming first Presidential Debate and election campaigns in full swing, the Procyon Investment Committee wanted to set the foundation for some of the topics over the rest of the year. We discuss some of the issues and potential implications for clients.
Read More06.12.2020
A Perspective on Risk During the COVID-19 Crisis
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
To start, there’s now a more urgent existential risk for those of a certain age or with certain pre-existing conditions. From a societal standpoint, the initial fear that so many people would need intensive medical support that our health care system would be overwhelmed and…
Read More05.01.2020
Financial Planning: Building Your Personal Roadmap
Private wealth management & investing
When you hear the phrase “financial planning” what comes to mind? These two words can conjure up a variety of emotions and expectations.
Read More05.01.2020
CARES Act Update – Disaster Relief Notice 2020
Retirement plans
By Chris Foster
On April 29 2020, the Employee Benefit Security Administration (“EBSA”), a division of the Department of Labor (“DOL”), issued Disaster Relief Notice 2020-01, which contains items impacting retirement plans subject to ERISA. This communication provides a summary of those items.
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