investing

Your Investments’ Journey at Parsec

As a Parsec client, you might wonder how we choose and monitor the investments in your portfolio. Because we value transparency, we would like to shed some light on how we make these decisions and give you some insight into investment management at Parsec.

Parsec Financial SRI FAQ

Socially responsible investing (SRI) is the practice of evaluating investments’ social or environmental impact as well as their traditional financial metrics. By doing so, investors hope to direct their money toward companies with sustainable business practices and, equally as important, away from companies who may commit social or environmental injustices.

Parsec Q1 2021 Economic & Portfolio Management Webinar

We recently hosted a webinar where our research team discussed key economic results from the first quarter of 2021 and trends to watch, our director of investment management explained our portfolio management process, and we answered questions submitted.

Eight Saving and Investing Principles

Here are eight fundamentals you need to learn how to save, invest and hopefully help secure independent wealth over the course of your career. If you remember these key principles as you make your financial decisions you will find the process to be much easier and you will help put yourself in the best position to achieve independent wealth for yourself in retirement and for your family for generations to come.

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.