Graduations Edition
Whether it is for you or a loved one, a graduation is a truly special moment to celebrate the accomplishment at hand and look forward to the future. As...
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Newsletter Archives: Newsletters
Milestones & Celebrations Edition
As we enter our 40th year in business as a Registered Investment Advisory (RIA) firm, I am taking stock of three traits that I believe got us to where...
Year-End Edition
As we enter the fourth quarter, I am already amazed at the events of 2019. The year has brought considerable change to financial markets and the economy. As markets...
Investments Edition
Parsec is nearing our 40th anniversary. Throughout this time, our core competency has been in the management of money. Our roots run deep in terms of portfolio construction, equity...
Estate Planning Edition
Working with people has been the single greatest source of pleasure that I have experienced throughout my career. Developing relationships that are focused on the attainment of life’s goals...
Financial Resolutions Edition
I recently celebrated my twenty-second year at Parsec Financial. The occasion afforded me an opportunity to reflect on my experiences as a financial advisor and fiduciary to others. I...
Tax Planning Edition
As I interact with our clients, I love to ask why they work with Parsec Financial and what they like about the relationship. I hear a lot of nice...
Charitable Giving Edition
America benefits from a philanthropic culture. According to the Charities Aid Foundation, 144 million people in the U.S. donated money to charity in the past year, and 106 million...
Service Edition
Recently, we sent out a client survey, and we appreciate those of you who responded. The feedback helps guide our decision-making about our offering. As I read the comments...
Money Basics Edition
This edition of our newsletter centers on young investors and the financial basics they need to climb their wall of financial challenges and reach independent wealth. Getting the financial...
Retirement Edition
Of all the financial goals we are asked for our help in achieving, retirement is the most common. The financial media drones on and on about what investors need...
Insurance Edition
The world is full of uncertainties. As we take stock of risks that we all face, it is important to have a strategy in place to protect ourselves. The...
Inheritance Edition
The loss of a loved one is a burden virtually everyone endures at some point in their lives. It is a time of tremendous grief and a heavy moment...
Money Basics Edition
Many of the important financial planning concepts are multi-generational. The time value of money ensures that strategies are best optimized over long time frames. Young investors enjoy this advantage,...
Holiday Edition
As we enter another holiday season, our thoughts turn toward spending time with friends and family. We may rush from party to family gathering and search frantically for that...
Money & Your Values Edition
Parsec Financial continues its dedication to giving back to nonprofit organizations serving the local community. This year, ten organizations will share a total of $100,000. The recipients chosen have...
The Caregiving Edition
The fact that each and every Parsec Financial advisor is certified sets us apart from the competition. Getting these credentials with organizations that require rigorous continuing education encourages career-long...
Retirement Edition
You have dreams. For over 35 years, Parsec Financial has helped individuals and businesses plan for their passions. Our credentialed advisors are here to help you make sound investment...
Financial Fundamentals Edition
You’re saving and growing your financial portfolio. Parsec Portfolios is our investment management-only service designed for clients with assets up to $400,000.
Trust & Estate Planning Edition
On September 25, BEA gave us the pleasant news that real GDP in the second quarter of 2015 grew at a seasonally adjusted annual rate of 3.9 percent, up...
