> The Per Stirling Blog: What to ask a Financial Advisor

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18

April

Thoughts: Start Money Conversations with your Children

Of course, as a Financial Advisor, I believe that instilling positive financial habits in our children from a young age is crucial for their long-term financial well-being.  In fact, I was recently asked by a friend & client for some resources to educate their children. First and foremost, lead by example and maintain an open […]

10

April

Per Stirling Volunteers! – Amplify Austin

During March, the team and advisors at Per Stirling actively participated in Amplify Austin, an event where the Austin community comes together to support Central Texas through the I Live Here I Give Here campaign. “I Live Here I Give Here is a nonprofit organization on a mission to make Central Texas the most generous […]

27

March

Per Stirling Capital Outlook – March

Legendary Fidelity portfolio manager Peter Lynch famously said that “if you spend more than 13 minutes analyzing economic and market forecasts, you’ve wasted 10 minutes.”  We have always taken exception to that statement.  However, if you were to replace the phrase “economic and market forecasts” with the words “politics and elections”, we would most enthusiastically […]

07

March

Per Stirling Volunteers! – Abigail E Keller Foundation

  In the month of February, Per Stirling focused volunteer initiative efforts on Abigail E Keller Foundation. The mission of Abigail E. Keller Foundation is to support programs and organizations that serve the rare, undiagnosed, terminally ill, and medically complex/fragile pediatric community.   In February, the foundation hosted a teddy bear drive to gift bears […]

26

February

Per Stirling Capital Outlook – February

“History does not repeat itself, but it oftentimes rhymes”.              -Mark Twain “When they were hot, they were very, very hot. But when they were not, they were losers. The story of the stock market … was of stocks that flew higher than at any time in the last decade. Enough of them soared that the […]

22

February

Per Stirling Volunteers: 2023’s Successes and our Goals for 2024!

As we make our plans for 2024, we felt that it was important to first look back upon the impact made through our volunteer initiatives in 2023.   We view this program as a team effort, and it should be emphasized that last year’s Community Initiatives agenda was actually a compilation of ideas presented by Per Stirling’s advisors, […]

19

January

Per Stirling Capital Outlook – January

When Franklin D. Roosevelt was inaugurated as President at the depth of the Great Depression, he offered the very reassuring perspective in his Inaugural Address that “the only thing to fear is fear itself”. With the benefit of hindsight, that would also have been an extraordinarily insightful market commentary, if it had been offered at […]

18

January

Per Stirling Volunteers! – Partnerships for Children

As has been our tradition, we selected causes for our December Community Initiative that supported those in need during the holiday season.  Through collaborations with Partnerships for Children, Carrying Hope, and SAFE Alliance, we received “wish lists” for gifts that could be purchased at Amazon or Target to help ensure a special Christmas for some […]

15

December

Per Stirling Volunteers! – Central Texas Food Bank

During the holiday season, a time when family gatherings take center stage in our lives, members of our community continue to face challenges in providing meals for their loved ones. Complicating matters is that this year’s significant surge in food prices, coupled with a growing demand for food, has also placed a significant burden on […]

14

November

Honduras Good Works Top Golf Chip-In

On October 29th, Barton Couch, a Per Stirling Partner, generously sponsored the “Honduras Good Works Top Golf Chip-In” charity event for the sixth consecutive year! Honduras Good Works is a charitable organization dedicated to improving the well-being, education, and overall quality of life for underprivileged and rural communities in Honduras.  The event began with a presentation outlining the mission […]