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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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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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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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Media articles

09.20.2024

AccountingToday – The New Path to Wealth Creation for CPAs

Industry News/Trends

In the dynamic landscape of finance and accounting, the relationship between private equity and CPA firms has transformed unlocking opportunities for wealth creation for partners of CPA firms. This article explores why private equity is attracted to CPA advisory firms and how strategic investment can…

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09.09.2024

Wealth Solutions Report – Year-End Adjustments To Maximize The Client Retirement Portfolio

Industry News/Trends

Dynasty Affiliates Share Retirement Strategies For Adjusting To Current Conditions, Trends And Tax Planning In The Final Months Of 2024 With less than four months to go before we ring in 2025, the approaching year end serves as a reminder for advisors and clients to…

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08.20.2024

Procyon Partners’ Jerry Sneed and Frank McKiernan Recognized by Forbes and Shook Research as Top Next-Gen Wealth Advisors Best-In-State for 2024

Industry News/Trends

Procyon Partners is proud to announce that Jerry Sneed, CFA®, CAIA® and Frank McKiernan have been recognized by Forbes and Shook Research as top Next-Gen Wealth Advisors Best-In-State for 2024. This prestigious honor highlights their exceptional expertise and dedication to their clients, solidifying their positions…

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08.09.2024

Wealth Solutions Report – Predicting Stock Markets For The Second Half Of 2024

Personal finance, Industry News/Trends

Dynasty Affiliates Predict Equities Markets And Discuss Economic Factors, Opportunities And Risks As we look towards the second half of 2024, uncertainty remains around the markets, partially driven by the Federal Reserve, which may cut rates in September for the first time since March 2020…

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Press releases

12.13.2024

InvestmentNews – Time to cash out of cash? Advisors offer their suggestions

Industry News/Trends

NOV 11, 2024 By Gregg Greenberg Wealth managers weigh in on what to do with their cash positions if the Fed keeps cutting rates. Okay Wall Streeters. Like the result or not, the election is over. Time to stop watching the polls and get back to…

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10.11.2024

InvestmentNews – The business continuity planning lessons amid Helene and Milton

Industry News/Trends

By Gregg Greenberg The widespread devastation caused by hurricanes Helene and Milton has wealth managers updating their emergency plans. First hurricane Helene smashed the Southeast, destroying homes and businesses. Not long after, hurricane Milton retraced some of her catastrophic path, adding to both the human toll…

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10.09.2024

InvestmentNews – The future of fees

Industry News/Trends

Is it finally time to wave goodbye to the industry standard one-percent AUM fee? Let’s talk about the one percent, shall we? It’s been a while since anyone brought it up. Sorry, not that one percent. Not the one politicians rail against for holding almost…

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09.20.2024

AccountingToday – The New Path to Wealth Creation for CPAs

Industry News/Trends

In the dynamic landscape of finance and accounting, the relationship between private equity and CPA firms has transformed unlocking opportunities for wealth creation for partners of CPA firms. This article explores why private equity is attracted to CPA advisory firms and how strategic investment can…

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