Procyon Perspectives

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….

09.24.2020

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.

02.04.2019

Using Municipal Bonds to Enhance After-Tax Returns

Private wealth management & investing

By Procyon

Municipal bonds may be attractive investments for high-net-worth individuals because their income returns are usually exempt from federal incoem taxes and, in some cases, state and local income taxes.

12.09.2018

Using 529 Plans to Invest for Education and Transfer Wealth

Private wealth management & investing

By Procyon

Section 529 plans are state-sponsored education savings plans that allow flexibility in choosing a school and the opportunity for late starters to make sizable investments while reaping tax breaks.

10.03.2018

Separately Managed Accounts – A Customized Approach to Investing

Private wealth management & investing

By Procyon

Separately managed accounts are custom portfolios that investment professionals manage for high-net-worth investors.

07.11.2018

Charitable Giving for Affluent Investors

Private wealth management & investing

By Procyon

For the many affluent investors who are philanthropically inclined, but who lack knowledge about the various charitable giving mechanisms, selecting the right one can be an overwhelming task.