Sarah DerGarabedian

Forbes: Up Your Investment Game With Lessons From The Tennis Court

At first blush, an analogy between tennis and investing might seem like a long shot. I’m not a very good tennis player. I’ve only been playing (and I use that term loosely) for the past several years. But a few of the lessons I’ve picked up along the way seem to apply quite well to investing—something with which I have a bit more experience.

Thrive by Planning for the Unknown Edition

Our Q1 newsletter focuses on planning for the unknown. CEO Rick Manske begins with outlining the importance of implementing financial family fire drills. Sr. Financial Advisor Travis Boyer writes about handling risk and Director of Investment Management Sarah DerGarabedian discusses mindful investing and how according to Seinfeld, “Anything’s possible!” Financial Advisor Scott Kittrell outlines how to manage the increasing cost of health care, and Sr. Financial Advisor Michael Baughman covers how to determine if you need health insurance. Manager of Financial Planning Judson Meinhart provides helpful tables to fill out to determine if you have adequate property and casualty insurance. Co-Director of Tax Services Larry Harris writes about tax planning unknowns. We hope you find this edition insightful!

Parsec Q2 2021 Economic & Tax Webinar

Parsec President and Chief Investment Officer Bill Hansen discusses economic highlights from the second quarter of 2021. Parsec Co-Directors of Tax Services Larry Harris and Brad Burlingham review current estate and gift tax laws and discuss the Biden administration’s proposal as it currently stands. We end by answering your questions submitted during registration.

Please scroll down to watch the replay and see the presentation.

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.