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CardRates.com: Young Money, Smart Money: Parsec Financial Teaches Consumers About Responsible Credit Use

“Certified financial planners from Parsec Financial have helped individuals and families to solidify and grow their assets for decades. Now, Parsec is reaching out to a new generation with its Young Money, Smart Money platform. It offers a collection of tools and resources to help young people understand their finances and investment planning. Parsec believes it’s never too early to learn how to manage credit and begin an investment journey. Young Money, Smart Money, helps people in their 20s and 30s confidently take their first steps in that process.”

Parsec Financial brochure

Learn more about Parsec our history, processes, offerings and team in this brochure. If you are interested in learning more, please contact us!

How Parsec Monitors Investment Securities

Parsec invests in a variety of securities for its clients. These may include mutual funds, exchange traded funds (“ETFs”), and individual stocks, among others. All of these investments can and do experience significant price pullbacks from time to time. While Parsec’s research committee focuses on investments it can hold for the long-term and performs significant due diligence before adding any new positions, price declines still happen. In this article we will discuss how we monitor investment securities and our process when a stock or fund does not perform as expected.

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