11

September

5 Ways to Protect Yourself After the Equifax Hack

Online data breaches and malicious cyber attacks are making the headlines with increasing frequency these days, but the recent Equifax hack is particularly troubling. Since Equifax is one of the three main credit bureaus used by millions of individuals and organizations to verify the financial information and creditworthiness of a potential borrower (or other entity), […]

28

July

The Inevitability of Market Downturns

Recently, the International Journal of Medical Education published an article by authors from my alma mater, Washington University in St. Louis, which assessed residents’ and fellows’ knowledge of finance principles. Despite medical professionals’ high degree of specialized knowledge in their own field, the research showed that young trainees had low financial literacy, low tolerance for […]

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22

May

Successfully Managing a Financial Windfall

You’ve heard the stories before: someone receives a tremendous inheritance, or picks the winning lottery numbers, and is sure to live happily ever after, free from financial worries. However, there’s a catch: that “happily ever after” doesn’t always materialize. In fact, in many cases, sudden money can leave the recipient worse off than before the […]

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28

March

Transform Retirement Anxiety to Confidence and Clarity

It’s no secret that Americans, on the whole, are worried about their future retirement. In fact, according to a recent report, roughly 3 out of 4 Americans are concerned about economic conditions that may impair a secure retirement. This is a sentiment shared across the entire political spectrum, as the report notes, but is also […]

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03

March

“America Saves” Week

This post comes from Per Stirling Partner and Financial Advisor, Kenneth Price, CFP®, CFA®, AEP®, CLU®, ChFC®. This week, the Federal Deposit Insurance Corporation (FDIC) issued a press release to encourage consumers to commemorate “America Saves Week” by taking advantage of automatic savings to achieve financial goals. Why call national attention to something as ordinary […]

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04

October

New Report Outlines Financial Benchmarks for Physicians

The American Medical Association and its insurance subsidiary recently issued new benchmarking data for physicians with a new publication titled 2016 Report on U.S. Physicians’ Financial Preparedness. Although the study was tailored to better understand the unique financial situation of medical households, it can still offer insight and ideas to most professionals who share similar […]

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04

May

Study: Fewer Americans Today Are Saving For Retirement

The most recent statistics from Franklin Templeton Investments’ fifth annual national survey on retirement strategies revealed an alarming takeaway: today, even fewer Americans aged 18+ are actively saving for their retirement. When the study was conducted two years ago, 35% reported not saving for retirement. This year, that number jumped to 41%. On top of […]

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08

March

The “Dirty Dozen” Tax Scams of 2016

Perhaps the only thing more painful than paying taxes is becoming a victim of a tax scam. Every year, unscrupulous criminals seek to scam unsuspecting Americans during this time of the year. That’s why earlier this month the IRS released its “Dirty Dozen” – 12 tax scams to have on your radar so you can […]

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11

February

Physicians’ Annual Financial Check Up: Essential Questions to Ask

Fidelity Investments recently released a study with a whopping stat: 45% of physicians feel they can not afford to max out their workplace retirement savings plan. Not only that, but a deeper analysis of its 13,300 physicians’ workplace savings plan revealed many shortcomings: Nearly half of physicians are saving only 9% of their salary Nearly […]

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04

January

Per Stirling Blog in 2015: Year in Review

With the festive holiday season winding down, and a promising new year ahead of us, we at Per Stirling reflect on 2015: a year well spent. Many of our financial advisors began sharing their thoughts and tips on our blog: Ronsey Chawla, MBA unpacked a study by the American Medical Association which examined the financial […]

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Blog

28

The Inevitability of Market Downturns

22

Successfully Managing a Financial Windfall

28

Transform Retirement Anxiety to Confidence and Clarity

03

“America Saves” Week

04

New Report Outlines Financial Benchmarks for Physicians

04

Study: Fewer Americans Today Are Saving For Retirement

08

The “Dirty Dozen” Tax Scams of 2016

11

Physicians’ Annual Financial Check Up: Essential Questions to Ask

04

Per Stirling Blog in 2015: Year in Review

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