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

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25

August

14

August

Per Stirling Volunteers! — Community Initiatives Continued

Rarely in its history has our country been confronted with such an array of challenges, whether they be medical, economic or societal.  This extraordinary period has already lasted longer than many had expected (and everyone had hoped), and there is every indication that we will be dealing with the associated challenges until at least sometime […]

12

August

Are you wondering where to look for lost property that may be yours?

Every state has an unclaimed property program that requires companies and financial institutions to turn account assets over to the state if they have lost contact with the rightful owner for one year or longer. It then becomes the state’s responsibility to locate the owner. The Office of the Comptroller for the State of Texas […]

12

August

Per Stirling makes the FT300 List

Per Stirling Capital Management is excited to announce that it has been named to the FT300, which is The Financial Times’ list of the 300 Top Registered Investment Advisory firms in America. Per Stirling is one of only 15 Texas-based firms to be recognized, and this is the second consecutive year that Per Stirling has […]

11

August

Informed Decision-Making & Control of the Future

Is it time for us to divorce or do we both have one more genuine attempt left in our emotional and/or financial bank? This and so many other questions are best answered when we have a clear head and are able to make sound decisions. So, how is that possible when we’re contemplating divorce while […]

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 […]


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