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Mindful Investing

Articles about the benefits of meditation are everywhere these days, and for good reason. The past few years have been unusually stressful, and people are looking for non-addictive, healthy ways to manage their stress and anxiety. Thus, I got interested in mindful investing.

Wheel of Life Exercise

Our core ideology is that “we help our clients, employees and communities thrive.” It sounds easy enough, but we all know that thriving can be elusive, and it is not always the place we find ourselves as a company, individual or community.

How to Build Wealth

In today’s ultra-connected world it’s even more tempting to compare ourselves to our family, friends, and neighbors. Are we falling behind in our career? Is our family life sub-par? Should we be making more money? Although we all know that people post their best images and experiences on social media, it’s easy to forget that we are tuning in to a lop-sided view of reality. Ironically, this warped perspective can encourage ideas and behaviors that move us further away from what we’re trying to find: a happy and rewarding life.

Longevity Keynote

Watch our CEO’s keynote from our 2022 Longevity Forum. Learn how the current market turmoil relates to earlier bear markets and how to shift your mindset away from the day-to-day markets and instead focus on factors within your control to help focus on your physical and mental well-being. Scroll down to watch the replay and/or view the presentation.

Watch other replays from our event: parsecfinancial.com/longevity-forum

Common Money Personalities

Successful people come in a variety of types, but a common denominator in successful people is that they have a good awareness of their own personality with money. Money personalities affect the way we behave when making financial decisions and how we go about spending, saving and investing.

southern pines financial advisor - Parsec Financial Planning - Fee Only Financial Advisor in Asheville NC Charlotte NC

Swinging and Investing Despite Overconfidence Bias

If you’re a bogey golfer, you’ve probably had your share of three putts (and sometimes four), but I’m willing to bet you haven’t experienced anything like what happened to Dustin Johnson at the 2015 U.S. Open.

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