Newsletter Archives: Newsletters

Young Investors Edition

Read our Q2 2021 newsletter for young investors and financial topics that pertain to them, such as wedding finances, prenups, having children, student debt, and more.

Debt Management Edition

Our Q4 newsletter is all about debt, including how to manage it effectively, whether to invest versus pay down debt, and tax implications. We go into depth on educational...

Finding Your Passion Edition

Please enjoy our latest quarterly newsletter where we discuss various types of passions and the respective financial components, including traveling, leaving a legacy, helping others and serving our country,...

Graduations Edition

Whether it is for you or a loved one, a graduation is a truly special moment to celebrate the accomplishment at hand and look forward to the future. As...

Year-End Edition

As we enter the fourth quarter, I am already amazed at the events of 2019. The year has brought considerable change to financial markets and the economy. As markets...

Investments Edition

Parsec is nearing our 40th anniversary. Throughout this time, our core competency has been in the management of money. Our roots run deep in terms of portfolio construction, equity...

Estate Planning Edition

Working with people has been the single greatest source of pleasure that I have experienced throughout my career. Developing relationships that are focused on the attainment of life’s goals...

Financial Resolutions Edition

I recently celebrated my twenty-second year at Parsec Financial. The occasion afforded me an opportunity to reflect on my experiences as a financial advisor and fiduciary to others. I...

Tax Planning Edition

As I interact with our clients, I love to ask why they work with Parsec Financial and what they like about the relationship. I hear a lot of nice...

Charitable Giving Edition

America benefits from a philanthropic culture. According to the Charities Aid Foundation, 144 million people in the U.S. donated money to charity in the past year, and 106 million...

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