Procyon Perspectives

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!

01.20.2022

WOW Collaborative Webinar – Celebrate Int’l Women’s Day 2021

Personal finance

By WOW Collaborative

Women Owning their Wealth (WOW) Collaborative kicks off its 2021 series of Financial Wellness seminars during Women’s History Month and in celebration of International Women’s Day with this webinar!  Amber Kendrick CPFA, CRPS®, Caroline Wetzel CFP®, CDFA®, AWMA® and Karen Drancik offer a panel discussion…

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…

09.29.2021

Procyon Perspectives Webinar – Sept. 29, 2021 [Alternative Investments]

Private wealth management & investing, Personal finance, Webinar

By Antonio Rodrigues

Antonio Rodrigues, Jeff Farrar and Michael Desmond of Procyon’s investment committee join Joe Burns from iCapital’s research team to take a deeper look into some of the “alternative asset” classes that can be owned as a compliment to an existing diversified core strategy. We will…

07.13.2021

Procyon Perspectives Webinar – July 13, 2021 [The 60\40 Investment Portfolio Today]

Private wealth management & investing, Personal finance, Webinar

By Antonio Rodrigues

The Procyon Investment Committee takes a fresh look at the traditional 60/40 balanced portfolio through the prism of the post-pandemic economy. Balanced portfolios are the bedrock of private wealth and institutional investors alike, and while that may never change Procyon takes a look deeper to…

04.20.2021

Tomato Plants and Trusts

Private wealth management & investing, Personal finance

By Caroline Wetzel

A few years ago, some friends asked my family to take care of their tomato plants while they went on vacation. While they were away we could eat ripened tomatoes, and when they returned my husband and I could keep one of the plants. This…

04.07.2021

Ingredients and Equities: Know What’s Inside to Optimize Your Financial Health

Private wealth management & investing, Personal finance

By Caroline Wetzel

“To optimize your financial health, you don’t need to have a command of every detail of the stock market. However, you should understand generally what you own and why, and how the positions you own work together.” Do you check out the ingredients in your…

03.31.2021

Procyon Perspectives Webinar – March 31, 2021 [Investment Trends Accelerated by the Pandemic]

Private wealth management & investing, Personal finance, Webinar

By Antonio Rodrigues

On Wednesday, March 31, 2021, Antonio Rodrigues, Partner & Senior Portfolio Manager of Procyon Partners, hosted the online event focusing on investing and economic trends accelerated by the COVID-19 pandemic. Joining Antonio was Mark Rich, CFP®, and Senior Financial Analyst, and Chief Investment Officer of…

03.15.2021

International Women’s Day 2021

Personal finance

By WOW Collaborative

Women Owning their Wealth (WOW) Collaborative kicks off its 2021 series of Financial Wellness seminars during Women’s History Month and in celebration of International Women’s Day with this webinar!  Amber Kendrick CPFA, CRPS®, Caroline Wetzel CFP®, CDFA®, AWMA® and Karen Drancik offer a panel discussion…