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Market commentary

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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07.20.2022

MARKET UPDATE: THE HEAT IS ON!

Monthly market commentary

Happy 246th Birthday to the United States of America! Paraphrasing the incomparable Erma Louise Bombeck (1927- 1996): “You have to love a Nation that celebrates its Independence every July 4…with family picnics where kids throw Frisbees, the potato salad gets iffy, and the flies die…

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06.15.2022

MARKET UPDATE: A TIME TO BE HUMBLE

Monthly market commentary

The US Stock market entered a bear market recently, dropping -20% from the previous high which occurred on January 3rd. We’re now five months into the bear market which we know doesn’t feel good for anyone. Our Investment Committee has composed the following information for…

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03.10.2022

MARKET SPOTLIGHT: RUSSIA IN UKRAINE

Monthly market commentary

As the Russia-Ukraine war continues and uncertainty builds across global markets, we have compiled some thoughts for you regarding the direct and indirect risks we see unfolding, including sanctions, oil prices, commodities, and investor sentiment. Of course, it goes without saying that this situation is…

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Procyon perspectives

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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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06.27.2023

Businesswire – Already a Juggernaut of RIA M&A and Top-Tier Advisor Recruiti...

Industry News/Trends

Procyon Partners’ New Addition Marks More than $1.5 Billion in Acquired New Client Assets in Just Two Years June 27, 2023 10:00 AM Eastern Daylight Time ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Procyon Partners…

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06.26.2023

Trending Now in Senior Living Investment Portfolio Allocation

LPCs/CCRCs

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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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…

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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…

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12.15.2022

InvestmentNews – How To Identify The Best Annuity Income Options

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…

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Media articles

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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01.17.2024

USA TODAY – How to create a budget for 2024: First, check out how you spent in 2023

Industry News/Trends

Daniel de Visé A great way to make a household budget for 2024, financial planners say, is to look at how you spent money in 2023. You might call it data-driven budgeting: Before you create a spending plan for this year, analyze how you allocated…

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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…

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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…

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…

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