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01

February

How to Choose the Right Financial Planner

Is one of your New Year’s resolutions to get your financial house in order? If so, you’re not alone: saving more money and other financial goals usually crack the top ten most popular new year’s resolutions. But having a goal is not enough. It takes time and consistent follow-through to make these dreams a reality. […]

11

February

Physicians’ Annual Financial Check Up: Essential Questions to Ask

Ronsey Chawla

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 […]

11

November

Young Physicians: How Financially Prepared Are They?

Ronsey Chawla

This post comes from Per Stirling Financial Advisor, Ronsey Chawla, MBA. The insurance subsidiary of the American Medical Association recently published a study detailing the financial state of young physicians in America today, aptly titled “2015 Report on U.S. Physicians’ Financial Preparedness: Young Physicians Segment.” Though it clearly has its own viewpoint, the report does […]

01

May

What You Need to Know About Fiduciary and Suitability Standards of Care

Robert Phipps, Director, Portfolio Management

Today’s post comes from Per Stirling Director and Portfolio Manager, Robert Phipps. The financial industry has a long history of employing jargon to confuse the investing public and keep investors ignorant of the fact that there are two different standards of client care that financial professionals are held to: a suitability standard, and a fiduciary […]


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