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Market commentary

01.25.2024

MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!

Monthly market commentary

Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. In 2022, we saw equity markets fall -18% and fixed income markets drop a staggering -13% as the Federal Reserve acted aggressively to combat rising inflation….

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04.17.2023

MARKET UPDATE: ”THEY BROKE SOMETHING”

Monthly market commentary

Stocks saw major dispersion in the first quarter of 2023, with the Nasdaq rallying 17.1% for its best quarter since 2020. Meanwhile, Large Value lagged (+1.0%), primarily due to underperformance in Financials, which were down (-5.6%). Small Caps (+2.7%) also lagged, as Financials make up…

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02.10.2023

“Transient”?! – 2022 Inflation & Beyond

Monthly market commentary

As we reflect on the markets from 2022, we are forced to think back a bit further to the initial onset of zero rates and Fed balance sheet expansion that began more than a decade earlier. Through several cycles both economic and geopolitical, including a…

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10.14.2022

MARKET UPDATE: “THE BEST TIME TO PLANT A TREE WAS 20 YEARS AGO, THE SECOND-BEST TIME TO DO SO IS TODAY.” – ANCIENT CHINESE PROVERB

Monthly market commentary

As we witnessed the most significant drawdown in wealth since the 2008 financial crisis, the first three quarters of 2022 have collectively cost investors more than $9.5 trillion from the market’s high-water mark at the end of 2021. This includes the market value declines in…

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Procyon perspectives

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01.25.2024

MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!

Monthly market commentary

Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. In 2022, we saw equity markets fall -18% and fixed income…

Read More

11.21.2023

Riding the Waves of Change: The Paradigm Shift in Asset Allocation Amidst Rising Intere...

Industry News/Trends

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…

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06.30.2023

Financial Advisor IQ – Procyon Partners Adds $600M FA Team

Industry News/Trends

Jerry Sneed, Christopher Sneed and Frank McKiernan join from Baker Tilly Wealth Management. By Alex Padalka|June 30, 2023 Procyon Partners announced that it has added two financial advisors who will work in…

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06.28.2023

Family Wealth Report – US Wealth House Adds Advisors, Continues Growth Trend

Industry News/Trends

The team of advisors joining the group used to run more than $600 million of client money. Procyon Partners announced yesterday that advisors Frank J McKiernan and Jerry R Sneed have…

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06.27.2023

InvestmentNews – Procyon Partners adds two advisors managing $600 million

Industry News/Trends

Frank McKiernan and Jerry Sneed are joining Procyon, a Dynasty Financial network firm, from Baker Tilly Wealth Management. June 27, 2023 By Bruce Kelly Procyon Partners, with almost $5 billion in…

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06.27.2023

Citywire – Dynasty-backed Procyon adds $600m team from Baker Tilly

Industry News/Trends

The advisory team, which will work out of New York City, is led by Frank McKiernan and Jerry Sneed. BY SAM BOJARSKI A Dynasty Financial Partners-backed RIA in Connecticut has…

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Media articles

04.09.2024

WealthManagement – Procyon: Institutional Due Diligence With a Private Wealth Overlay

Industry News/Trends, Institutional Clients

Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets. Diana Britton | Apr 08, 2024 Procyon Partners was founded in 2017 by financial advisor Phil Fiore with…

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04.08.2024

Financial Advisor – You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule

Retirement plans, Industry News/Trends

You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule APRIL 5, 2024 • BEN MATTLIN As financial professionals anxiously anticipate the Department of Labor’s new fiduciary requirements, which President Joe Biden is expected to sign this spring, their attitudes vary greatly. Some look…

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04.01.2024

Wealth Solution Reports – Three Keys For Advisory Firms Looking To Grow By Acquisition

Industry News/Trends

Three Experienced Dynasty-Affiliated Firm Leaders Share Keys To Ensuring Successful Acquisitions Acquisitions aren’t just for RIA aggregators and large enterprises – small and mid-sized advisory businesses often choose to grow inorganically. While the scaled, repeat players have teams of experts with years of experience and…

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03.20.2024

USA TODAY – Spring cleaning’ for your finances: 12 money moves to make right now

Industry News/Trends

Daniel de Visé USA TODAY Spring cleaning can mean tidying up your wallet or pocketbook, as well as your closet. In the spirit of renewal, here are 12 financial moves you should make this spring. Some are annual rituals or should be. Others are tasks…

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Press releases

04.09.2024

WealthManagement – Procyon: Institutional Due Diligence With a Private Wealth Overlay

Industry News/Trends, Institutional Clients

Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets. Diana Britton | Apr 08, 2024 Procyon Partners was founded in 2017 by financial advisor Phil Fiore with…

Read More

04.08.2024

Financial Advisor – You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule

Retirement plans, Industry News/Trends

You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule APRIL 5, 2024 • BEN MATTLIN As financial professionals anxiously anticipate the Department of Labor’s new fiduciary requirements, which President Joe Biden is expected to sign this spring, their attitudes vary greatly. Some look…

Read More

04.01.2024

Wealth Solution Reports – Three Keys For Advisory Firms Looking To Grow By Acquisition

Industry News/Trends

Three Experienced Dynasty-Affiliated Firm Leaders Share Keys To Ensuring Successful Acquisitions Acquisitions aren’t just for RIA aggregators and large enterprises – small and mid-sized advisory businesses often choose to grow inorganically. While the scaled, repeat players have teams of experts with years of experience and…

Read More

03.20.2024

USA TODAY – Spring cleaning’ for your finances: 12 money moves to make right now

Industry News/Trends

Daniel de Visé USA TODAY Spring cleaning can mean tidying up your wallet or pocketbook, as well as your closet. In the spirit of renewal, here are 12 financial moves you should make this spring. Some are annual rituals or should be. Others are tasks…

Read More

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