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28

July

22

July

Per Stirling Volunteers! – Continuing efforts to help the Community

Per Stirling’s Volunteer Initiative for May focused efforts on helping our community in a time of need. These unprecedented times have lasted far longer than any of us had anticipated, creating an even stronger need for support within our community. Per Stirling Advisor, Katherine Zamora and her family, made face masks for all of Per […]

15

July

The SECURE Act Offers New Opportunities for Individuals

Have you heard of the SECURE Act? The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) was passed by Congress as part of a larger spending bill and signed into law by the president in December 2019. The new law cancels the prohibition on contributions to a traditional IRA by someone who has […]

22

June

Per Stirling Capital Outlook – June

One of the traditional characteristics of equity markets is that they rarely spend much time priced at what most investors would consider to be “fair value”, and instead tend to trade back and forth between being undervalued and overvalued, relative to the economic fundamentals of the underlying companies.  These swings tend to take place over […]

15

May

Per Stirling Capital Outlook – May 2020

One of the most time-honored and frequently recited Wall Street maxims came from renowned value investor Sir John Templeton, who famously observed that “The four most dangerous words in investing are, ‘it’s different this time.’” In this comment, Sir John is not suggesting that all bull and bear markets have the same catalysts, or even […]

07

May

Per Stirling Volunteers! – Helping out our community

Instead of focusing on a single organization for April’s volunteer initiative, Per Stirling decided to broaden efforts to help the community during this global pandemic. This is a trying time for many individuals and businesses and we all wanted to focus on making a difference beginning with our community. Staff and Advisors at Per Stirling […]

24

April

Per Stirling is Social Distancing

Social Distancing has become necessary for the health of our communities. Check out how we are helping our clients (and our sanity) during social distancing. We are sending all of our best wishes for safety, security and joy during this strange and stressful time.

24

April

Per Stirling’s Wellness Challenge – Winners Announced!

March 1st Per Stirling kicked off its first ever Corporate Wellness Fitness Challenge. Employees and Advisors from each office branch (North, Westlake & Dallas) competed against each other for the ultimate bragging rights! The competition was interrupted by Covid-19, closing all gyms, making it difficult to get a good work out in. However, those competing […]

13

April

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