Parsec Financial is honored to be listed again on Financial Advisor (FA) Magazine’s 2022 RIA ranking. Of the 534 firms included, Parsec ranked #128, including #2 of the 7 N.C. firms represented.
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Harli Palme, Parsec’s chief operating officer and chief compliance officer, was recently promoted to president.
Charlotte Business Journal Ranks Parsec Financial in 2022 “Largest Charlotte Wealth Management Firms” and “Largest Charlotte Financial Planning Firms” Lists
Charlotte Business Journal featured Parsec Financial in both of its 2022 lists of largest Charlotte-area wealth management firms and financial planning firms.
Parsec is proud to announce that Travis Boyer was recently recognized on Forbes’ 2022 list of best-in-state wealth advisors. Boyer is a senior financial advisor and board member at Parsec.
Parsec is proud to announce that Roger A. James was recently recognized for the second year in a row on Forbes’ 2022 list of best-in-state wealth advisors. James is a
At first blush, an analogy between tennis and investing might seem like a long shot. I’m not a very good tennis player. I’ve only been playing (and I use that term loosely) for the past several years. But a few of the lessons I’ve picked up along the way seem to apply quite well to investing—something with which I have a bit more experience.
For decades, financial advisers have used the metaphor of a “three-legged stool” to describe America’s retirement system: that the equation for late-life security is having a healthy pension from work, ample personal savings and a monthly Social Security payment.
CNBC: There are key differences between tax credits and deductions. What to know before filing your return
Judson Meinhart was quoted in CNBC’s recent article about differences in tax credits and deductions.
Judson Meinhart was quoted in CNBC’s recent article about capital gains taxes.
Judson Meinhart was interviewed by WXII 12 News about child tax credits.
Co-Director of Tax Services Larry Harris was quoted multiple times in CNBC’s article on how rising inflation may affect 2021 tax bills.
CNBC: Tax filers should expect delays as the IRS deals with limited staffing and last year’s backlog
Co-Director of Tax Services Larry Harris was quoted multiple times in CNBC’s article on potential upcoming tax delays due to IRS backlog and shortages.
WXII 12 News: How to tackle student loans during extended student loan moratorium, local financial expert explains
Judson Meinhart was interviewed by WXII 12 News on student debt repayment strategies in 2022.
As we approach the holiday season, I am reminded of Christmas gatherings and the exchange of gifts between family and friends. While we all enjoy receiving gifts, it is the joy I get from giving that is most fulfilling. It’s especially so when the gift is something that has lasting impact for the recipient.
Judson Meinhart was quoted multiple times in CNBC’s article about gifting stock to loved ones this holiday season.
Co-Director of Tax Services Larry Harris was quoted in CNBC’s recent article on important changes for the upcoming tax season.
Parsec is proud to announce that Senior Financial Advisor Travis Boyer was recently recognized on Forbes’ 2021 list of “top next-gen wealth advisors.”
Roger A. James, Partner and Director of Trust Services at Parsec Financial, provides guidance on how to strategically transfer wealth generationally.
Parsec Partner Michael Ziemer shares a strategic approach to family wealth.