At least on the surface, the fourth quarter of 2024 seemed to echo many of the same capital market trends that had dominated the first three quarters of the year. However, a look under the surface reveals a less homogeneous story, particularly over the last few weeks of the quarter and year. The quarter witnessed […]
This month’s topic was inspired by a recent “ah-ha” moment I had while reviewing my phone service plan and that of my parents. What started as a simple check on their plan led me to dig into their other monthly expenses, like cable and wireless bills. As I uncovered several overlooked costs, I realized just […]
This year, we were thrilled to host our annual Shred Day event, which has quickly become a highly anticipated tradition. A big thank you to all our clients and their guests who joined us for the occasion! With privacy and security at the forefront of everything we do, we wanted to provide our clients and […]
On August 2nd, Per Stirling hosted an unforgettable Bring Your Kid to Work Day, filled with excitement, learning, and fun for both the children and their parents. This year’s event featured an array of activities that made it a memorable day for everyone involved. The day began with face painting and balloon twisting. A […]
Team-building events are not just about fostering collaboration; they’re about creating memorable experiences that strengthen bonds and inspire camaraderie. At Per Stirling, we recently had an unforgettable team-building adventure at Holey Moley, where we putted our way through a 9-hole mini-golf course and unleashed our inner rock stars with some karaoke fun afterward. Per Stirling […]
What’s on your schedule today? A Hike? Meeting up with friends? Spending time with your family? Working on all the books you bought but never read? Packing for your dream vacation? Retirement dreams often conjure images of endless leisure and financial freedom, but the reality hinges on strategic financial planning and forward-thinking. For most Americans […]
Of course, as a Financial Advisor, I believe that instilling positive financial habits in our children from a young age is crucial for their long-term financial well-being. In fact, I was recently asked by a friend & client for some resources to educate their children. First and foremost, lead by example and maintain an open […]
On Saturday, September 30th, Per Stirling hosted its first tailgate event in a field just outside Darrell K Royal Texas Memorial Stadium as the Texas Longhorns faced off against and triumphed over the Kansas University Jayhawks, securing a 40-14 victory. Fortunately, we selected a game that happened to coincide with the Texas Homecoming Weekend, which means that we […]
As most of our clients are already well aware, financial fraud and ID theft are a growing threat and, at Per Stirling, we are committed to do our part to help to protect you and your information. You should have just received a detailed communication from us that discusses not only many of the steps […]
“Every child deserves the basic things, that we all take for granted”. -Partnerships for Children. It has been a tradition for Per Stirling to focus our December Community Initiative on giving to those less fortunate during the holiday season. In previous years, Per Stirling participated in Partnerships for Children’s “Holiday Wishes Campaign“. This campaign provides gifts […]
