Retirement Income: A Closer Look
Earned income stops for everyone at some point, and people then need to navigate the transition from saving for retirement to spending from their investment portfolio.
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Bill Hansen
Parsec Q3 2022 Economic Review & Midterm Election Outlook
Watch our latest webinar when we discussed market performance from the past quarter and provide our updated outlook for the rest of the year. We also discussed market expectations during the upcoming midterm elections and what history informs us about the correlation between markets and politics. Scroll down to watch the replay or download the presentation.
Parsec Q2 2022 Economic Review & Outlook
We invite you to watch our recent webinar replay on second quarter 2022 market performance and our economic outlook for the rest of the year. Scroll down to watch the replay and view the presentation.
Parsec Financial Ranked #2 N.C. RIA by Financial Advisor (FA) Magazine
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.
Education Savings: There’s No Time Like The Present
College saving is a topic near and dear to my heart, as we have a 17-year-old who is currently undergoing the college exploration process. It seems like just yesterday that we dropped him off for his first day of kindergarten. He looked so small walking into that big school with his little turtle backpack on. My wife and I both had tears in our eyes. Now he is towering over us at 6 feet, 2 inches tall, constantly eating and never gaining weight.
How Parsec Monitors Investment Securities
Parsec invests in a variety of securities for its clients. These may include mutual funds, exchange traded funds (ETFs), and individual stocks, among others. All of these investments can and do experience significant price pullbacks from time to time. While Parsec’s research committee focuses on investments it can hold for the long-term and performs significant due diligence before adding any new positions, price declines still happen. In this article we will discuss how we monitor investment securities and our process when a stock or fund does not perform as expected.
“I hope the Russians love their children too …”
“I hope the Russians love their children too …” – Sting, “Russians,” 1985 Growing up during the Cold War era the 1970s and 1980s, lots of popular music featured the superpower conflict between the US and the Soviet Union: “Two Tribes” (Frankie Goes to Hollywood), “It’s a Mistake” (Men at Work), “Land of Confusion” (Genesis, …
How to Make a Little More Money on Your Excess Cash (with a Bit of Work on Your Part)
With short-term interest rates at very low levels, many are wondering if there is any way to earn a higher return on their cash balances. We generally recommend that clients maintain an emergency reserve of 3-12 months worth of after-tax living expenses. The specific amount varies by client and depends on several factors, such as …
How to Make a Little More Money on Your Excess Cash (with a Bit of Work on Your Part) Read More »
Does the Stock Price Fully Reflect the News?
In our investment process, we often have to ask ourselves this question: Something bad has happened to a company or market; does the current price reflect the news?
Parsec Q3 2021 Economic Review Webinar
Parsec’s research team reviews key market and economic trends from the past quarter and provides insights through year end.
