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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24

August

Per Stirling Capital Outlook – August 2016

It is said that nothing will increase the readership of an investment commentary more than putting a bear (or three) on the cover. However, this is not our intent, nor is it our intent to suggest some kind of imminent decline in asset prices. To the contrary, while there is certainly an array of bearish […]

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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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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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11

November

Young Physicians: How Financially Prepared Are They?

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 […]

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17

March

7 Questions You Must Ask Your CPA at Tax Time

Today’s post comes from Per Stirling Partner, Ryan Joyce, CFP®, CPA. As we enter peak tax preparation season, it’s important not only to consider your previous year (2014) taxes, but your present year (2015) taxes as well. Remember: your financial advisor may not always have access to your entire tax picture. While reviewing important documents, like your […]

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Blog

28

Transform Retirement Anxiety to Confidence and Clarity

03

“America Saves” Week

04

New Report Outlines Financial Benchmarks for Physicians

24

Per Stirling Capital Outlook – August 2016

04

Study: Fewer Americans Today Are Saving For Retirement

11

Physicians’ Annual Financial Check Up: Essential Questions to Ask

11

Young Physicians: How Financially Prepared Are They?

17

7 Questions You Must Ask Your CPA at Tax Time

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