MONEY: 3 Moves Every New Investor Needs to Get Right
Our Winston-Salem Financial Advisor Judson Meinhart was quoted in MONEY with advice for new investors on choosing stocks vs ETFs
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News Coverage
Coverage of Parsec Financial by various news and media outlets.
The Street: Time for a Property and Casualty Insurance Checkup
Judson Meinhart was quoted in The Street article “Time for a Property and Casualty Insurance Checkup”
Forbes: Can Tax Loss Harvesting Improve Your Investing Returns?
Michael Baughman was quoted in Forbes’ article “Can Tax Loss Harvesting Improve Your Investing Returns?”
Forbes: What Is A Registered Investment Advisor (RIA)?
Michael Baughman was quoted in Forbes’ article “What Is A Registered Investment Advisor (RIA)?”
USA Today: Don’t leave grieving relatives searching for your passwords: Here’s how to organize your digital life before you die
Judson Meinhart was quoted multiple times in USA Today’s article “Don’t leave grieving relatives searching for your passwords: Here’s how to organize your digital life before you die”
CNBC Halftime Report Interview with Sarah DerGarabedian
Director of Investment Management Sarah DerGarabedian was invited back on CNBC’s Halftime Report to discuss our perspective on latest investment trends and philosophy amidst the pandemic. Watch the replay:
CNBC: It might be worth it to move to a cheaper city, even if your company cuts your pay
Judson Meinhart was quoted multiple times in CNBC’s story “It might be worth it to move to a cheaper city, even if your company cuts your pay”
WCNC Charlotte Today Interview with Greg James
Charlotte Partner Greg James recently joined WCNC’s Charlotte Today to discuss four financial strategies for retirees or near-retirees amidst the pandemic. Watch the replay.
CNBC Halftime Report Interview with Sarah DerGarabedian
Director of Investment Management Sarah DerGarabedian was recently featured on CNBC’s Halftime Report where she discussed our investment strategy. Watch the replay:
Forbes: What Is A Qualified Longevity Annuity Contract (QLAC)?
Neal Nolan was quoted in Forbes’ article “What Is A Qualified Longevity Annuity Contract (QLAC)?”
