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

Blog

29

April

Per Stirling Capital Outlook – April

In a recently published interview with Barrons Magazine, we noted our belief that, “This is a very strange market on many levels.  We have sentiment levels and valuations of a very old, mature bull market. But we have monetary and fiscal policies of a young, emerging bull market, and an economy just coming out of […]

20

April

Per Stirling Volunteers – Amplify Austin

For the month of March, Per Stirling took part in Central Texas’ biggest day of giving by supporting Amplify Austin Day 2021.  The city of Austin gathered together to help our fellow Central Texans recover as part of the I Live Here I Give Here campaign.  This campaign is a nonprofit organization revolved around generous […]

26

March

Per Stirling Capital Outlook – March

The most recent Bank of America Fund Manager Survey of 220 institutional portfolio managers managing $630 billion revealed something quite extraordinary.  For the first time in a year, the COVID-19 pandemic was not named as the biggest risk to the stock market.  In fact, it wasn’t even close.  Six percent of respondents listed a potential […]

22

March

Per Stirling Volunteers – American Heart Month

Per Stirling’s Community Initiative for the month of February was American Heart Month.  Heart disease is a leading cause of death in the United States causing one in four deaths each year according to the National Heart, Lung, and Blood Institute.  Studies show that we are more successful in living out heart-healthy lifestyles when we […]

11

March

Per Stirling ranks in InvestmentNews Best Places to Work for Financial Advisors

We are both honored and humbled to be recognized for the fourth year in a row as one of the Best Places in America to Work for Financial Advisors (according to InvestmentNews). This program recognizes financial advisory firms that empower their employees to grow professionally and provide clients with the best possible investment and financial planning advice, […]

25

February

Per Stirling Capital Outlook – February

Legendary investor Warren Buffett once noted, very insightfully, that “only when the tide goes out do you discover who’s been swimming naked.”  Mr. Buffet’s point is that it rarely becomes evident during a roaring bull market who is overly leveraged, overly aggressive, or improperly diversified.  This is particularly true after extended periods when there has […]

26

January

Per Stirling Capital Outlook – January

In market analysis, there tends to be very little difference between being early and being wrong, and there may be no better example of this fact than the televised December 1996 speech given by then Federal Reserve Chairman Alan Greenspan, in which he coined the now-infamous phrase “irrational exuberance”.  At the time, as is the […]

14

January

Per Stirling Volunteers — Needs for the Holidays

It has been our tradition for Per Stirling to focus its December Community Initiative on the holidays.  Last December, as an example, Per Stirling sponsored a handful of children for the holidays, and both staff and advisors contributed funds to be able to buy the kids the gifts on their holiday wish lists.  It was […]