Young Investors Edition
Read our Q2 2021 newsletter for young investors and financial topics that pertain to them, such as wedding finances, prenups, having children, student debt, and more.
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Newsletter Archives: Newsletters
Retirement & The Golden Years Edition
Read our Q1 2021 newsletter where we focus on retirement and "the golden years." Specifically, our CEO Rick Manske opens with some Medicare and longevity guidance. We have three...
Debt Management Edition
Our Q4 newsletter is all about debt, including how to manage it effectively, whether to invest versus pay down debt, and tax implications. We go into depth on educational...
Finding Your Passion Edition
Please enjoy our latest quarterly newsletter where we discuss various types of passions and the respective financial components, including traveling, leaving a legacy, helping others and serving our country,...
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...
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...
