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Parsec In The News
The kids are back in school, the leaves are changing colors, and pumpkin spice lattes – the age-old harbingers of harvest season – are everywhere. At Parsec, we are preparing for the harvest…of tax losses. Every year, beginning in late October/early November, Parsec’s portfolio managers will scour clients’ taxable accounts for meaningful losses, which we
Medicare is an important tool for financial planning during your retirement. It can seem very complex at times. You will no doubt be inundated with flyers, pamphlets and marketing materials from
The jam study demonstrated the phenomena known as “choice overload problem” when humans are faced with choices, less is better.
The proliferation of online accounts and assets in the digital age makes planning for access and transfer of digital assets an essential part of any estate plan. With all due respect to Warren Zevon’s 1976 release I’ll sleep when I’m dead, tweeting once we reach our eternal slumber probably isn’t something on any of our
A donor advised fund (DAF) is a charitable savings account, a type of charitable vehicle opened with a public charity, often a community foundation
As a Parsec client, you might wonder how we choose and monitor the investments in your portfolio. Because we value transparency, we would like to shed some light on how we make these decisions and give you some insight into your investments’ journey at Parsec. When it comes to individual stock selection, fundamental analysis is
Turning 65 made me think about financial security, or perhaps to think about it differently than I did at 45. My perspective on what exactly financial security is has evolved over the years.
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.