Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
01.25.2024
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…
11.21.2023
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…
06.30.2023
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…
06.28.2023
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…
06.27.2023
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…
06.27.2023
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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01.17.2024
Industry News/Trends
Daniel de Visé A great way to make a household budget for 2024, financial planners say, is to look at…
01.17.2024
Industry News/Trends
Procyon Partners has brought on Harry Kirkpatrick to serve as chief revenue officer. Procyon Partners, the $6.5bn RIA backed by…
01.11.2024
Industry News/Trends
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches. If you’re looking for new ways to prospect for…
12.15.2023
Industry News/Trends
Advisors say the age at which people retire and the definition of retirement are changing. December 14, 2023 By Josh…
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06.30.2023
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…
06.28.2023
Industry News/Trends
The team of advisors joining the group used to run more than $600 million of client money. Procyon Partners announced yesterday…
06.27.2023
Industry News/Trends
Frank McKiernan and Jerry Sneed are joining Procyon, a Dynasty Financial network firm, from Baker Tilly Wealth Management. June 27,…
06.27.2023
Industry News/Trends
The advisory team, which will work out of New York City, is led by Frank McKiernan and Jerry Sneed. BY…
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Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
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…
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…
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…
10.14.2022
MARKET UPDATE: “THE BEST TIME TO PLANT A TREE W...
Monthly market commentary
As we witnessed the most significant drawdown in wealth since the 2008 financial crisis, the first three quarters of 2022…
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