"Smart investing, simplified" is the underlying theme of this show that airs on Sundays from 3-4 p.m. In one hour, Paul Parsons, President of PlanStrong Investment Management, is joined by radio veteran Ken Carberry to review the key business and economic stories from the past week, and interpret them for investors. In addition, Paul discusses several specific investments or investing ideas in each show, and periodically makes related research reports available. This show provides a terrific venue for Parsons to communicate his current investing approach and strategies with existing and prospective clients.
PlanStrong Investment Management is a fee-based wealth management firm serving families and small business throughout the Northeast, specializing in investment management, estate planning and asset protection strategies. To learn more, call PlanStrong Investment Management at 781-461-8111 or visit planstrong.com.
Paul graduated with a BA in Economics and History from Bowdoin College and an MBA in Finance in from Dartmouth's Tuck School of Business. Prior to establishing PlanStrong Investment Management, Paul held executive level positions in the retirement plan businesses at Fidelity Investments and State Street Corp, where most recently, he was a Division President in the State Street and Citigroup retirement business.
Paul is a Registered Representative (Series 7), Investment Adviser Representative (Series 66), and Division Manager (Series 24) with NEXT Financial Group and FINRA, and is licensed in Life, Accident & Health Insurance in several northeast states.
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