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11.18.2020

Tired of Being in the Retirement Plan Business?

Retirement plans

Tom Gahan
By Tom Gahan

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.

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09.24.2020

Election Update: A Debate Primer!

Private wealth management & investing

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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.

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09.14.2020

What’s Your Money Story? This Is So Not Your Typical Financial Talk

Personal finance

Caroline Wetzel
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…

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06.12.2020

A Perspective on Risk During the COVID-19 Crisis

LPCs/CCRCs

Jim Jeffery
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…

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05.01.2020

Financial Planning: Building Your Personal Roadmap

Private wealth management & investing

Caroline Wetzel
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.

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05.01.2020

CARES Act Update – Disaster Relief Notice 2020

Retirement plans

Chris Foster
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.

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04.08.2020

COVID-19 Creates Personal Planning Opportunities

Private wealth management & investing

Lou Gloria
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.

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04.02.2020

Smart Financial Strategies for Unexpected Events

Personal finance

Chris Foster
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.

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04.02.2020

Stocks & the Coronavirus – Think Before Reacting

Personal finance

Chris Foster
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.

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