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02

March

Per Stirling Capital Outlook – February 2017

01 Per Stirling Capital Outlook - February 2017

  Winston Churchill sarcastically said that “democracy is the worst form of government except for all those other forms that have been tried from time to time.” Right about now, there is probably about 50% of the American voting public that is prepared to take Churchill quite literally. However, it is not just that they […]

04

January

Per Stirling Blog in 2015: Year in Review

With the festive holiday season winding down, and a promising new year ahead of us, we at Per Stirling reflect on 2015: a year well spent. Many of our financial advisors began sharing their thoughts and tips on our blog: Ronsey Chawla, MBA unpacked a study by the American Medical Association which examined the financial […]

11

December

End of Year Checklist: 7 To-Do Items Before December 31st

Angela Epley

This post comes from Per Stirling Financial Advisor, Angela Epley, CFP®. December can feel like the busiest month of the year, but a little planning and preparation can do wonders for lifting worries to make more room for merriment and cheer. Make sure you and your financial advisor work together to check these items off […]

09

November

How the HomeAway Merger Could Affect Austin Employees’ Finances

Angela Epley

This post comes from Per Stirling Financial Advisor, Angela Epley, CFP®. Austin, TX is still buzzing with last week’s exciting news of Expedia’s $3.9B acquisition of HomeAway (NASDAQ: AWAY), an AirBnB rival based here in the heart of Silicon Hills. The markets seemed just as enthusiastic about the announcement, as was reflected in HomeAway’s stock […]

06

November

2016 Inflation-Adjusted Tax Changes You Need to Know

Kenneth Price

This post comes from Per Stirling Partner and Financial Advisor, Kenneth Price, CFP®, CFA®, AEP®, CLU®, ChFC®. The Internal Revenue Service recently announced inflation-adjusted items for 2016. The top tax bracket of 39.6% will begin at taxable income over $466,950 for married individuals filing jointly (over $415,050 for single filing status). The changes between the […]

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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