01.28.2021
Personal finance
Caroline Wetzel, CFP® and Natural Nutmeg Magazine 10 Best Life/Business Coach will share the biggest financial concerns in today’s Longevity Economy and questions to evaluate your readiness for a satisfying future. Watch the replay below!
Read More12.18.2020
Private wealth management & investing
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….
Read More11.18.2020
Retirement plans
There are many reasons why companies are considering Multiple Employer Plans (“MEP’s”), and Procyon Partners has extensive retirement consulting experience that can help organizations make sound fiduciary choices when evaluating the benefits of this structure.
Read More09.24.2020
Private wealth management & investing
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.
Read More09.14.2020
Personal finance
Procyon’s own Caroline Wetzel and trained Mediator, Colleen O’Neil, enjoy a real conversation about our relationship with money. Click the link below to watch the video and check out these highlights: 2:45 – Caroline shares her money story and how life not happening according to…
Read More06.12.2020
LPCs/CCRCs
To start, there’s now a more urgent existential risk for those of a certain age or with certain pre-existing conditions. From a societal standpoint, the initial fear that so many people would need intensive medical support that our health care system would be overwhelmed and…
Read More05.01.2020
Private wealth management & investing
When you hear the phrase “financial planning” what comes to mind? These two words can conjure up a variety of emotions and expectations.
Read More05.01.2020
Retirement plans
On April 29 2020, the Employee Benefit Security Administration (“EBSA”), a division of the Department of Labor (“DOL”), issued Disaster Relief Notice 2020-01, which contains items impacting retirement plans subject to ERISA. This communication provides a summary of those items.
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Monthly market commentary
November 13, 2020
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October 9, 2020
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September 4, 2020
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August 7th, 2020
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July 10th, 2020
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June 5th, 2020
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May 5th, 2020
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April 3rd, 2020
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March 27th, 2020
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March 20th, 2020
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March 6th, 2020
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