Procyon Perspectives

12.15.2022

InvestmentNews – How To Identify The Best Annuity Income Options

By Procyon Partners

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 entire life of the account owner. Outcomes depend mainly on: The amount of funding available….

04.04.2022

RIA tv Interview – Phil Fiore on Procyon’s Growth

Personal finance

By Procyon Partners

March 2022 – RIA tv’s Jenna Dagenheart interviews Procyon CEO, Phil Fiore, who discusses the joining of Pivotal Planning Group with Procyon Partners in 2021. Watch the replay below!

12.29.2021

Ultra-Wealthy Investors and Advisors Differ over Tangible Assets

By Procyon Partners

Many financial advisors are missing the mark with ultra-wealthy investors by not considering how tangible assets – such as art, real estate and other valuables – factor into their overall portfolios, a new report suggests. Eighty-seven percent of ultra-high-net-worth investors consider these tangible assets as…

12.18.2020

Procyon Perspectives Presents: Financial Confidence in Turbulent Times

Private wealth management & investing

By Procyon Partners

Please watch leaders from Procyon’s Investment Committee in an intimate conversation with industry expert Mark Peterson of Blackrock. They will discuss how this year’s activities have influenced investor emotions and behaviors, along with strategies for navigating emotional bias in times of prolonged uncertainty and change….

09.24.2020

Election Update: A Debate Primer!

Private wealth management & investing

By Procyon Partners

With the upcoming first Presidential Debate and election campaigns in full swing, the Procyon Investment Committee wanted to set the foundation for some of the topics over the rest of the year.  We discuss some of the issues and potential implications for clients.

02.04.2019

Using Municipal Bonds to Enhance After-Tax Returns

Private wealth management & investing

By Procyon Partners

Municipal bonds may be attractive investments for high-net-worth individuals because their income returns are usually exempt from federal incoem taxes and, in some cases, state and local income taxes.

12.09.2018

Using 529 Plans to Invest for Education and Transfer Wealth

Private wealth management & investing

By Procyon Partners

Section 529 plans are state-sponsored education savings plans that allow flexibility in choosing a school and the opportunity for late starters to make sizable investments while reaping tax breaks.

10.03.2018

Separately Managed Accounts – A Customized Approach to Investing

Private wealth management & investing

By Procyon Partners

Separately managed accounts are custom portfolios that investment professionals manage for high-net-worth investors.

07.11.2018

Charitable Giving for Affluent Investors

Private wealth management & investing

By Procyon Partners

For the many affluent investors who are philanthropically inclined, but who lack knowledge about the various charitable giving mechanisms, selecting the right one can be an overwhelming task.