The world as we see it
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.
Read More09.14.2020
What’s Your Money Story? This Is So Not Your Typical Financial Talk
Personal finance
By Caroline Wetzel
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
A Perspective on Risk During the COVID-19 Crisis
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
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
Financial Planning: Building Your Personal Roadmap
Private wealth management & investing
By Caroline Wetzel
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
CARES Act Update – Disaster Relief Notice 2020
Retirement plans
By Chris Foster
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.
Read More04.08.2020
COVID-19 Creates Personal Planning Opportunities
Private wealth management & investing
By Lou Gloria
Bear market conditions and the US government’s legislative responses to the unfolding COVID-19 pandemic offer both financial relief and opportunity.
Read More04.02.2020
Smart Financial Strategies for Unexpected Events
Personal finance
By Chris Foster
A once-in-a-lifetime event such as the coronavirus pandemic forces us to reassess many things we may have taken for granted.
Read More04.02.2020
Stocks & the Coronavirus – Think Before Reacting
Personal finance
By Chris Foster
The sustained rally that produced 30%+ gains in the S&P 500 in 2019 and continued into 2020 came to a screeching halt in late February, when fears of the coronavirus epidemic and its effects on the economy swept Wall Street and beyond.
Read More04.02.2020
Managing Market Volatility – Principles of Investing Success
Personal finance
By Chris Foster
The past months have tested the strength and resolve of individuals, businesses and governments around the world.
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Monthly market commentary
March 6th, 2020
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March 20th, 2020
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March 27th, 2020
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April 3rd, 2020
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May 5th, 2020
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June 5th, 2020
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July 10th, 2020
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August 7th, 2020
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September 4, 2020
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