Procyon Perspectives

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

11.18.2020

Tired of Being in the Retirement Plan Business?

Retirement plans

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.

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.

09.14.2020

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…

06.12.2020

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…

05.01.2020

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.

05.01.2020

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.

04.08.2020

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.