Procyon Perspectives

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…

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…

03.15.2021

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…

02.26.2021

Healthy Fats – How About Healthy Debt?

Private wealth management & investing, Personal finance

By Caroline Wetzel

When it comes to your finances, what keeps you awake at night? A few years ago, a client, Louise*, confided in me: “Debt gets me nervous.” Knowing that Louise and her husband, Will, were health-conscious individuals, I asked Louise how she felt about consuming fat…

01.28.2021

Healthy, Wealthy, and Wise: Optimize Your Financial Health For The Longevity

Personal finance

By Caroline Wetzel

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!  

12.30.2020

Resolve To Detox Your Finances in 2021

Private wealth management & investing, Personal finance

By Caroline Wetzel

I admit it. I sipped many virtual happy hour drinks and binged on comfort foods to initially cope with COVID-19. I regularly rationalized my choices. They offered enjoyment and relief during a stressful time. However, by late summer when my favorite summer dresses did not…

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….

12.07.2020

Risks to DC Plans: Investment Menu Design & Employee Communications

LPCs/CCRCs

By Tom Gahan