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Procyon perspectives
06.26.2023
Trending Now in Senior Living Investment Portfolio Allocation
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
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…
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…
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…
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…
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…
11.09.2022
AdvisorHub – Procyon Partners Ramps Up Momentum with the Addition of Veteran Fina...
Industry News/Trends
With Addition of Team, $5.5 Billion Procyon Partners Expands Footprint with New Office in Maryland St. Petersburg, Florida – November 7, 2022 – Procyon Partners announced today that Brian Turner…
Media articles
07.24.2024
FinancialPlanning – Career changers reflect on the many paths into financial planning — and offer advice on making the switch
Industry News/Trends
By Rob Burgess They were military members, teachers, civil engineers, broadcasters, human resources directors and every profession in between. And now they’re financial advisors. While these career changers may not have much in common on the surface, one attribute they share is the desire to…
Read More07.22.2024
WealthManagement – The Ultimate Entrée For The Independent Channel
Industry News/Trends
Diana Britton | Jul 22, 2024 While many in the financial advice business have for years focused on retail clients, some firms are finding that institutional clients, such as pensions and foundations, can pay off in a major way. When advisor Phil Fiore started his career at…
Read More07.08.2024
InvestmentNews – What RIAs need to think about before partnering up
Industry News/Trends
“You’re literally marrying another entity that you may not have married from the beginning,” says CEO of Procyon Partners. July 5, 2024 By Gregg Greenberg Partnering with another RIA means more than merely hooking up, according to Phil Fiore, CEO of Procyon Partners. It’s essentially…
Read More06.28.2024
InvestmentNews – Financial planners not playing games with GameStop
Industry News/Trends
Meme stocks may be flying again, but a new study shows more financial planners would not buy individual stocks even if they were blue-chips. By Gregg Greenberg Daytraders are once again going gaga for GameStop and other so-called meme stocks. Financial advisors likely won’t be…
Read MorePress releases
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…
Read More08.20.2024
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…
Read More08.09.2024
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…
Read More07.29.2024
MARKET UPDATE: A GREAT ROTATION?
Monthly market commentary
Markets broadly continued to trend higher throughout the second quarter and into the start of the third quarter, despite some pockets of weakness. Throughout the second quarter of 2024, US large-cap stocks advanced while their small and midcap counterparts trailed. Emerging market equities were the…
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Market commentary
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…
Read More06.15.2022
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…
Read More03.10.2022
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…
Read More01.20.2022
THE INFLUENCE OF BIG TECH
Monthly market commentary
2021 was a recovery year for this economy. The “reopen” trade was on and it was time to see if those big tech companies who benefitted so much due to the skyrocketing demand for everything technology, could in fact continue their limitless trajectory. The businesses…
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