> Advisor Written Content Archives - Per Stirling

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28

April

Forms of Texas Divorce

Per Stirling has always been a strong advocate of both the financial planning process, and the financial professionals who provide this valuable service.  As such, we have sponsored the Financial Planning Association of Austin (FPA-Austin) for well over a decade, and are proud to also now serve as a Platinum Sponsor for the Financial Planning […]

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15

April

Per Stirling Capital Outlook – April

On April 4th of this year, one of Per Stirling’s Directors was interviewed for an in-depth article in Barron’s Magazine, which addressed a wide array of topics that we think will be of interest to our readers.  In the following pages, we will share our responses to the interview questions that dealt with the “Fed […]

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02

July

Want a Productivity Booster, Take Your Vacation

In many recent conversations with friends, family, & clients, I find myself repeating themes along the lines of take time for yourself or focus on your health & well-being.  In fact many of those who are gainfully employed are busier now than they were before the pandemic.  And the lack of sleep, energy, or enthusiasm […]

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12

November

Help! I’m thinking about divorce

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 […]

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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 […]

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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 […]

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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 […]

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09

August

Helping Aging Parents

As your parents age, they will probably need more help from you. It’s important to consider your ability to provide the help they need, especially if they’re experiencing financial trouble. Are your parents dealing with debt? Are your parents current on their mortgage payments? Do they have large, unexpected medical bills? According to the Employee […]

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01

July

How Much Should You Be Paying For Mutual Fund Ratios?

Morningstar, whose mission is to empower investors, just came out with their U.S. Fund Fee Study and shared several good insights, which I will highlight here: The asset-weighted average expense ratio for U.S. open-end mutual funds and exchange-traded funds was 0.48%. “Investors are increasingly seeking to minimize investment costs, which has led them to favor […]

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24

June

How Real Estate Has Performed as an Investment?

A good proxy for the real estate sector is known as the NAREIT Equity REIT Index. “The NAREIT Equity REIT Index is designed to provide the most comprehensive assessment of overall industry performance, and includes all tax-qualified real estate investment trusts (REITs) that are listed on the NYSE, the American Stock Exchange or the NASDAQ […]

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