Probably since before you made your first dollar, you were told about the importance of investing in the stock market – about the wonders of compounding returns over time that can transform a lifetime of savings into a car, a house, and a comfortable retirement.
At Parsec, our investment philosophy does not include a designated allocation to cash.
You may have heard about direct indexing, as it has become a popular topic in financial circles over the last couple of years.
This whitepaper examines the differences, risks and benefits of passive versus active investments, as well as the factors driving the continuing investor preference for passively managed strategies. We’ll discuss why investing in an all-passive mix does not remove all decisions that an investor needs to make with regard to their portfolio. Finally, we’ll review the guidelines we use at Parsec Financial to determine an optimal mix of active and passive investments.
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:
Director of Investment Management Sarah DerGarabedian was recently featured on CNBC’s Halftime Report where she discussed our investment strategy. Watch the replay:
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