Investment Management Resources

Helyn Bolanis, Parlan’s Chief Investment Officer, has been active in the investment industry for over 35 years. These resources created by the team at Parlan Financial are guides and tips that may help investors in making important decisions with their money. If you would like to schedule a meeting with one of our advisors to discuss further about how Parlan Financial may help you, click here.
advice-successful-investors-live-by
In this ebook you'll find:
  • How to avoid costly mistakes
  • How to design your own investment playbook
  • How to determine the best way to trade

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advice-successful-investors-live-by
In this Informational Guide:
  • You'll find advice from successful investors, for you to adopt and help to improve the performance of your investment strategy

most-amazing-thing-ive-learned-as-an-investment-advisor
This Informational Guide Identifies:
  • The difficulties of managing investments on your own
  • The expertise of investment advisors
  • The benefits of using Algorithms

most-amazing-thing-ive-learned-as-an-investment-advisor
In this Informational Guide:
  • Read about our CIO's most amazing tip she's learned from investing.

finding-the-right-investment-opportunities
In this Informational Guide:
  • Find out how to find the right investment opportunities.
  • Learn how to make smarter investing decisions.

if-i-were-to-invest-right-now
In this Informational Guide:
  • Hear our CEO & CIO's insight to investing.
  • See how you can make smarter investments.

Psychology-Investing
In this Informational Guide:
  • Tips for adopting successful investing habits and strategies
  • A new perspective on famous quotes

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 Working-with-parlan-financial
In this Informational Guide:
  • Learn more about the processes we follow.
  • See how our strategy can work for you.

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 Required-minimum-distribution
In this Informational Guide:
  • What is the impact for the U.S. economy and the stock market?
  • Likelihood that liquidations outpace deposits.

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 Financial-literacy-us-investors
In this Informational Guide:
  • A report about the study conducted to find the literacy of investors
  • Methods to increase the financial literacy of investors.

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