Collateral Content
Parsec Newsletters
Retirement Readiness Edition
If you are getting close to retirement age, this newsletter is for you. Parsec...
Young Investors Edition
Read our Q2 2021 newsletter for young investors and financial topics that pertain to...
Retirement & The Golden Years Edition
Read our Q1 2021 newsletter where we focus on retirement and "the golden years."...
Debt Management Edition
Our Q4 newsletter is all about debt, including how to manage it effectively, whether...
Finding Your Passion Edition
Please enjoy our latest quarterly newsletter where we discuss various types of passions and...
Graduations Edition
Whether it is for you or a loved one, a graduation is a truly...
Milestones & Celebrations Edition
As we enter our 40th year in business as a Registered Investment Advisory (RIA)...
Year-End Edition
As we enter the fourth quarter, I am already amazed at the events of...
Parsec Whitepapers
Charitable Giving Tax Strategies
The 2017 Tax Cuts and Jobs Act materially changed charitable giving for many Americans...
Doctor Independent Wealth Illustration
After a long, prosperous career and strategically saving 20% of your earnings and investing...
Parsec Q2 2021 Economic & Tax Webinar
Parsec President and Chief Investment Officer Bill Hansen discusses economic highlights from the second...
Parsec Financial brochure
Learn more about Parsec our history, processes, offerings and team in this brochure....
Parsec Financial SRI FAQ
Socially responsible investing (SRI) is the practice of evaluating investments’ social or environmental impact...
Parsec Q1 2021 Economic & Portfolio Management Webinar
We recently hosted a webinar where our research team discussed key economic results from...
Eight Saving and Investing Principles
Here are eight fundamentals you need to learn how to save, invest and hopefully...
Why You Need a Digital Estate Plan and How To Create One
Digital estate planning is a relatively new phenomenon, having only begun to receive attention...
