23

May

Per Stirling Capital Outlook – May 2019

American author Mark Twain observed that, “History does not repeat itself, but it oftentimes rhymes”. For evidence of just how insightful this perspective is, one needs to look no further than the Winter 1982 edition of Foreign Affairs Magazine, which noted that: “President Reagan won his office in part because he convinced the electorate that […]

29

April

Per Stirling Capital Outlook – April 2019

One of the core premises on which monetary policy is based is that there is a direct relationship between economic growth and inflation. More specifically, prevailing economic theory maintains that strong economic data ultimately leads to both “full employment” and the full utilization of an economy’s productive capacity, and that both economic conditions, once they […]

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29

March

Per Stirling Capital Outlook – March 2019

If there is any single sentence that epitomizes how the Federal Reserve operated in the pre-Bernanke era, it is probably the reply given by then Fed Chairman Alan Greenspan during a 1987 testimony to the Senate Banking Committee. He responded to a question by saying, “If I seem unduly clear to you, you must have […]

Asia bear market bond markets bonds Brexit bull market bullish China debt deflation deregulation dollar domestic economy domestic equity Donald Trump emerging markets equity markets Europe European Central Bank European Union Fed Federal Reserve fiscal stimulus Greece inflation interest rates IRS Japan monetary policy Per Stirling protectionism QE quantitative easing rate hike recession retirement Russia S&P 500 tax tax reform Trump VIX volatility Yellen yield curve

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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Blog

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Per Stirling Capital Outlook – May 2019

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Per Stirling Capital Outlook – April 2019

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Per Stirling Capital Outlook – March 2019

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Transform Retirement Anxiety to Confidence and Clarity

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“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?

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