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Why Your Money Isn’t Available Immediately After Selling Securities

When you need to withdraw cash from your investment account and you’re told the funds aren’t available, it can be a little unsettling, particularly when you know you have more than enough to cover the withdrawal. “What do you mean, the funds aren’t available? I can see them right there!”

Socially Responsible Investing FAQ

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 money toward companies with sustainable business practices and, equally as important, away from companies who may commit social or environmental injustices.

“I hope the Russians love their children too …”

“I hope the Russians love their children too …” – Sting, “Russians,” 1985 Growing up during the Cold War era the 1970s and 1980s, lots of popular music featured the superpower conflict between the US and the Soviet Union: “Two Tribes” (Frankie Goes to Hollywood), “It’s a Mistake” (Men at Work), “Land of Confusion” (Genesis,

Parsec 2021 Review and 2022 Outlook Economic Webinar

Please watch our latest webinar on 2021 market performance and 2022 economic outlook. Specifically, we discussed:

1. Performance of stock and bond markets in 2021: We recapped performance across major asset classes, sectors, and geography for both the quarter and the year.
2. Higher levels of inflation and interest rates: The importance of staying invested during periods of higher inflation, market implied expectation for interest rate hikes this years, and ways one can position for higher inflation.
3. Our economy’s most fundamental indicators: Labor market trends, productivity and payroll data, levels of consumer confidence, and more!
4. How to manage uncertainty: Recognizing common behavioral biases and our process for reckoning with the unknown (and unknowable).
5. Frequently asked questions: We dedicated time at the end to answering a handful of clients’ questions submitted during registration.

Roth or Traditional IRA? - Parsec Financial

IRA Contribution Rules

The maximum contribution for 2022 individual retirement account contributions is $6,000 ($7,000 if aged 50 and over). There are income limits which determine whether you can deduct your Traditional IRA contribution or if you qualify to make a Roth IRA contribution.

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