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09

August

Helping Aging Parents

As your parents age, they will probably need more help from you. It’s important to consider your ability to provide the help they need, especially if they’re experiencing financial trouble. Are your parents dealing with debt? Are your parents current on their mortgage payments? Do they have large, unexpected medical bills? According to the Employee […]

18

July

Per Stirling Volunteers! – Austin Pets Alive

Small businesses are an essential part of the communities in which they live and work. Per Stirling Capital Management is excited to announce we have begun a monthly initiative to impact our community, one organization at a time! To kick off our monthly community initiative, Per Stirling came together to support Austin Pets Alive (APA) […]

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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