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Parsec In The News
Our new SRI portfolio combines our traditional stock selection criteria with numerous environmental, social and governance metrics through one of the industry leading data providers …
It’s the end of the year and your to-do list is a mile long. The last thing on your mind is your finances. Still, they deserve a good look before the close of the year. While we cannot help you with the cooking, cleaning and gift buying, we can help with your financial to-do list.
As we approach the end of the year and the holiday season, we seem to be bombarded with opportunities for charitable giving. Happily, many of us answer this call and
According to the American Farm Bureau, the average cost of a Thanksgiving meal for a family of 10 remained essentially unchanged this year from 2018. In their cost survey, they saw an increase of $0.01 to a total average cost of $48.91.
If your life insurance need is fixed and doesn’t last your entire life, term life insurance may be the most efficient way to cover the risk. However, permanent life policies do allow you to accumulate cash value and may provide additional flexibility …
We are always looking for ways to improve the performance of our clients’ portfolios by providing high-quality investments while keeping fees low. All mutual funds and exchange-traded funds charge an expense ratio, which is the cost of operating the fund and includes the manager’s fee, as well as various other operating costs. These expenses are
For many, charitable giving is an important personal value. For those of you who already have charitable intent, then a bit of planning will ensure that your gift is optimized from a tax standpoint, which is a true win-win for both you and the charity you choose to support.
Parsec Financial Longevity Forum
A robust library of educational content provided by local experts on various aspects of aging well such as wills and estates, long-term care, nutrition, financial advice, planning for your legacy and more.