If I Die Guide
This guide can be for one spouse upon the death of the other, for an executor or successor trustee, or for adult children upon the death of the second...
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in Whitepaper Archives: Whitepapers
Parsec Financial brochure
Learn more about Parsec our history, processes, offerings and team in this brochure. If you are interested in learning more, please contact us!
Socially Responsible Investing 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...
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...
Invest in Your Child’s Future with a 529 Plan
A 529 plan is a great vehicle to start saving for your child’s college education expenses. Much like your 401(k) plan at work, 529 plans offer a set list...
Healthful Living Seminar
Do diet and lifestyle really matter? Hear from board-certified internist and geriatrician Gary H. Oberlender who explains how dietary shifts over time have negatively impacted the quality and quantity...
Elder Financial Abuse Seminar
Watch our seminar on elder financial abuse from our 2022 Longevity Forum. Scroll down to watch the replay and/or view the presentation.
Watch other replays from our event:...
Finding Your Passion Seminar
Watch our seminar on finding your passion in retirement from our 2022 Longevity Forum. Scroll down to watch the replay and/or view the presentation.
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Strategic Giving Seminar
Watch our Strategic Giving Seminar by Parsec Partner Michael Ziemer and Foundation For The Carolinas Vice President Whitney Feld. Scroll down to watch the replay and/or view the presentation.
Estate Planning & Trustee Seminar
Watch our seminar on estate planning and trusteeship from our 2022 Longevity Forum. Scroll down to watch the replay and/or view the presentation.
Watch other replays from our...
Longevity Keynote
Watch our CEO's keynote from our 2022 Longevity Forum. Learn how the current market turmoil relates to earlier bear markets and how to shift your mindset away from the...
Strategic Tax Planning: The 7 Numbers You Need To Know
Parsec Financial Senior Financial Advisor Judson Meinhart walks you through 7 important numbers from your 2021 tax return to review to proactively prepare for 2022 tax filing season. Scroll...
Parsec Q1 2022 Economy & Market Webinar
Scroll down to watch our latest economic webinar as we review Q1 economic data and discuss economic and market trends for the rest of the year.
Parsec Financial Overview
Below is an overview presentation to help you quickly get to know us and what makes us unique! Thanks for taking the time to learn more.
Parsec 2021 Review and 2022 Outlook Economic Webinar
Please watch our latest webinar on 2021 market performance and 2022 economic outlook. Specifically, we discussed: 1. Performance of stock and bond markets in 2021: We recapped performance across major...
A Financial Guide to Divorce
It is critical to prepare for divorce by making sure you have the resources in place to navigate the process successfully. It begins with establishing a strong support network,...
Golf Course Guide to Medicare
This guide to the important “game” of Medicare will help you swing and putt your way through the complex journey, hopefully aiming you in the right direction. We...
Hi, I’m New Here … Avoiding Medicare Mistakes for First Time Medicare Enrollees
Trying something new can be scary. Trying to understand all of the rules surrounding your Medicare benefits as a new enrollee can be downright frightening! In this presentation we...
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.
Parsec 2021 Medicare Open Enrollment Guidance Webinar
Parsec Manager of Financial Planning and Financial Advisor Judson Meinhart, CFP®, BFA ™, provides guidance for this year's Medicare open enrollment season.
Charitable Giving Tax Strategies
The 2017 Tax Cuts and Jobs Act materially changed charitable giving for many Americans by doubling the standard deduction and limiting available itemized deductions. Learn the three most notable...
Doctor Independent Wealth Illustration
After a long, prosperous career and strategically saving 20% of your earnings and investing in equities, you have successfully created a retirement paycheck for yourself. Even as you spend...
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...
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...
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...
Why You Need a Digital Estate Plan and How To Create One
Digital estate planning is a relatively new phenomenon, having only begun to receive attention from legal and financial planning scholars in the past decade or so. And just as...
Generational Wealth Building Illustration
One way to strategically transfer wealth to your heirs and build generational wealth is through a strategic gifting plan. Here we illustrate how early contributions can compound into significant...
Finding the Right Financial Advisor
If navigating the complexity of investments, insurance and estate planning is not challenging enough, try figuring out how to find the right financial advisor for you. The marketplace is...
Portfolio Spending Illustration
This illustration shows a 5% spending from a portfolio of large US companies as illustrated by the S&P 500 index. The analysis assumes you spend 5% of the prior...
Small-Business Succession Planning Guide
It is easy for a business owner to view the value of his or her business subjectively close to the point of sale because of the owner’s interconnected feelings...
Planning for Uncertainty, Acknowledging Your Biases and Building Emotional Intelligence
The emotional brain is not wired to make great financial decisions. This challenge is made greater by uncertainty about the future outcomes of investments, taxes, interest rates, and the...
Passive Vs. Active Investing
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...
Parsec’s Investment Process
The implementation of our portfolio is complex, but the framework is simple: we’re invested for the long term, we don’t try to time the market, and our investments are...
