Forbes

Forbes: Who Is Your Portfolio’s Worst Enemy?

When it comes to your investment portfolio, I’ll bet you can think of all sorts of reasons it’s underperforming: the market, the holdings, the economy, geopolitics, the current lunar phase. But have you considered that your portfolio’s biggest enemy might be the one you see in the mirror?

Parsec Financial Partner Roger James Named a “Best-In-State” Wealth Advisor by Forbes

Parsec is proud to announce that Roger A. James was recently recognized on Forbes’ 2021 list of best-in-state wealth advisors. Roger is a partner at Parsec and serves as Parsec’s director of trust. Of the 56 financial advisors recognized in WNC, Roger was ranked the #1 advisor from Asheville. Forbes’ lists are curated by SHOOK™ …

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