Procyon Partners

Recently,?Jake McCarthy, ChFC?, was honored to be invited to speak?with the?Alpha Kappa Psi - Chi Mu Chapter?at?Sacred Heart University. Jake shared valuable insights into navigating and planning for a career in finance and achieving work-life balance. ? Jake connected with the group by encouraging participants to reflect on their biggest career fears, ask thought-provoking questions, and explore the power of impactful communication in meetings, networking, and interviews. ? At Procyon, we’re proud to support initiatives that foster professional growth and inspire the next generation of leaders.? ? #ProcyonPartners #ProfessionalDevelopment #Leadership

The Procyon team was honored to spend a meaningful day at the?Bridgeport Rescue Mission, packing 500 fixing bags for The Great Thanksgiving Project. Partnering with this amazing organization allowed us to support their mission of helping those in need in our community. Thank you, Bridgeport Rescue Mission, for letting us be part of this impactful work. Together, we are stronger. To learn more about the Bridgeport Rescue Mission, click here:?https://lnkd.in/ds3834X ? #BridgeportRescueMission #GivingBack #CommunitySupport #StrongerTogether #TeamProcyon ?

Mark Rich, CFA, CFP?, Director of Investments, shares insights in?InvestmentNews?on navigating fixed income strategies amid market shifts. From a barbell approach to municipal bond positioning, our focus remains on aligning with client goals in any rate environment. Read more here:?https://bit.ly/3YKYbKK ? #InvestmentStrategies

Join our team as an Employee Benefits - Senior Account Executive and make an impact with a dynamic, growing financial services firm! In this role, you’ll be the go-to contact for a portfolio of large-group clients, ensuring seamless service and support for all their employee benefits needs. You'll work closely with our Executive VP, producers, analysts, and admin support to build lasting client relationships and manage key administrative tasks. ? About the Role: Client-facing, service-oriented, and essential to our client experience, this position offers a unique opportunity to make a difference?supporting our clients’ benefits program. ? What We Offer: An energetic and supportive team, growth opportunities, and a mission-driven work environment. ? Click here to apply:?https://bit.ly/3YNzJZi

Today, we pause to honor the brave men and women who have selflessly served our country. Their courage, dedication, and sacrifice allow us to enjoy the freedoms we cherish. This Veterans Day, we thank you for your service and your unwavering commitment to protect and defend. ? #VeteransDay

Each year, the IRS officially announces the retirement plan contribution and benefit limits. There are some significant differences between last year’s limits and those for 2025, and a few specific changes to take note of. We’ve also created the enclosed chart that summarizes the 2024 & 2025 retirement plan contribution limits and IRS income limits for tax deductibility phase-outs for your ease of reference. Click here to view: https://bit.ly/3NW8TZM

Recently,?Amber Kendrick Carone, CPFA, CRPS?joined?WE Inspire. Promote. Network. (WIPN)?at the?Nasdaq?closing bell to celebrate the 15th anniversary of WIPN, a women’s advocacy organization in the retirement industry. It was an incredible experience, and we’re thrilled?Amber?could be part of this milestone, supporting their vital work in championing women in the field. To learn more, click here:?https://bit.ly/3zTv7bL

October is a time for us to unite in raising awareness for breast cancer. At Procyon Partners, our team proudly wore custom-designed pink shirts to support research, awareness, and early detection efforts. All proceeds from our initiative were donated to the Susan G. Komen Foundation. Join us in making a difference – to learn more, click?here: https://bit.ly/3NN17BC ? #PinkForACause #BreastCancerAwarenessMonth #SupportTheCause #EarlyDetectionSavesLives #BreastCancerResearch #SusanGKomen

Jerry R. Sneed, CFA, CAIA?recently joined?Nicole Petallides?on the?Schwab Network?to discuss how the 2024 hurricane season is affecting the markets. He highlighted the rising insurance costs and shared concerns from clients who are feeling the pressure, especially as Florida’s quality of life shifts with the continued influx of new residents. To watch the full video, click here:?https://bit.ly/3A4Aftq #SchwabNetwork

We're excited to announce we've been named on Forbes Top RIAs List of 2024! ? At Procyon Partners, our dedication to providing exceptional, personalized service is unwavering. This acknowledgment is a testament to the confidence our clients have in our comprehensive approach to managing their financial and investment needs. ? To view?the full list and Procyon’s ranking, click here:?https://bit.ly/3AkAO2k ? Disclosure: SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through various sources, such as conferences and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions for how to choose the right financial advisor and not indicative of future performance or representative of any one client’s experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.?Click here for the full methodology:?https://bit.ly/3YAJFWW