Parsec is proud to announce that Senior Financial Advisor Travis Boyer was recently recognized on Forbes’ 2021 list of “top next-gen wealth advisors.”
Parsec Financial is honored to be listed on Financial Advisor (FA) magazine’s 2021 RIA ranking. Of the 607 firms included, Parsec ranked #135, including #3 of the 16 N.C. firms represented.
Parsec Co-Director of Tax Services Larry Harris was recently quoted in InvestmentNews about individuals increasing charitable giving amidst the pandemic.
Parsec Co-Director of Tax Services Larry Harris was quoted in a recent article from CNBC on wealth transfer strategies:
“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.”
Learn more about Parsec our history, processes, offerings and team in this brochure. If you are interested in learning more, please contact us!
Neal Nolan was quoted in CNBC’s story on the inclusion of bitcoin in 401(k) plans and why he advises against it.
Charlotte Business Journal featured Parsec Financial in both of its 2021 lists of largest Charlotte-area wealth management firms and financial planning firms.
Judson Meinhart was quoted in The Street article “Time for a Property and Casualty Insurance Checkup”
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.
Please sign up to join our mailing list and receive our latest news, thought leadership content and invitations to upcoming webinars.