Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
05.06.2024
Monthly market commentary
Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last year extended. The S&P 500 was up 10.56% in the…
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…
07.24.2024
Industry News/Trends
By Rob Burgess They were military members, teachers, civil engineers, broadcasters, human resources directors and every profession in between. And…
07.22.2024
Industry News/Trends
Diana Britton | Jul 22, 2024 While many in the financial advice business have for years focused on retail clients, some firms…
07.08.2024
Industry News/Trends
“You’re literally marrying another entity that you may not have married from the beginning,” says CEO of Procyon Partners. July…
06.28.2024
Industry News/Trends
Meme stocks may be flying again, but a new study shows more financial planners would not buy individual stocks even…
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…
Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
05.06.2024
MARKET UPDATE: ALL ABOUT INTEREST RATES
Monthly market commentary
Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last…
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…
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