Socially responsible investing (SRI) is the practice of evaluating investments’ social or environmental impact as well as their traditional financial metrics. By doing so, investors hope to direct their...
We recently hosted a webinar where our research team discussed key economic results from the first quarter of 2021 and trends to watch, our director of investment management explained...
Here are eight fundamentals you need to learn how to save, invest and hopefully help secure independent wealth over the course of your career. If you remember these key...
Digital estate planning is a relatively new phenomenon, having only begun to receive attention from legal and financial planning scholars in the past decade or so. And just as...
One way to strategically transfer wealth to your heirs and build generational wealth is through a strategic gifting plan. Here we illustrate how early contributions can compound into significant...
If navigating the complexity of investments, insurance and estate planning is not challenging enough, try figuring out how to find the right financial advisor for you. The marketplace is...
This illustration shows a 5% spending from a portfolio of large US companies as illustrated by the S&P 500 index. The analysis assumes you spend 5% of the prior...
Below is an overview presentation to help you quickly get to know us and what makes us unique! Thanks for taking the time to learn more.
It is easy for a business owner to view the value of his or her business subjectively close to the point of sale because of the owner’s interconnected feelings...
The emotional brain is not wired to make great financial decisions. This challenge is made greater by uncertainty about the future outcomes of investments, taxes, interest rates, and the...
Learn more about Parsec our history, processes, offerings and team in this brochure. If you are interested in learning more, please contact us!
This whitepaper examines the differences, risks and benefits of passive versus active investments, as well as the factors driving the continuing investor preference for passively managed strategies. We’ll discuss...
This guide to the important “game” of Medicare will help you swing and putt your way through the complex journey, hopefully aiming you in the right direction. We...
The implementation of our portfolio is complex, but the framework is simple: we’re invested for the long term, we don’t try to time the market, and our investments are...
A 529 plan is a great vehicle to start saving for your child’s college education expenses. Much like your 401(k) plan at work, 529 plans offer a set list...
According to this illustration after a long, prosperous career spending 5% annually from your portfolio ($597,364) is more money than you will receive from your prior year’s paycheck after...
The 2018 Tax Cuts and Jobs Act materially changed charitable giving for many Americans by modifying the rules around standard and itemized deductions.
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