We are very honored and excited that, in February, Per Stirling’s Chief Investment Officer will be giving the keynote speech at the annual conference for FPA-DFW, which is the largest Financial Planning Association chapter in the country. The topic will be “The Capital Markets & the Macroeconomic Environment: A View from 40,000 Feet”, and will […]
For the month of October, Per Stirling selected two volunteer initiatives, each of which are particularly important to us. The first initiative was Breast Cancer Awareness. This is a cause that we sponsor on a regular basis, as several members of the Per Stirling family have personally battled cancer, and most have beaten this insidious disease. […]
Social Security has many benefits available, including retirement, disability, survivor, and family benefits. If you or a family member paid a portion of career earnings into a trust fund by paying Social Security or self-employment taxes, these benefits may be available. The amount you receive depends on several factors, including your average lifetime earnings, date […]
Some of you are experiencing mixed emotions as your children have graduated high school and are about to leave for college. Yes, empty nest syndrome is a thing — although not a clinical diagnosis, it is a phenomenon. If this is your first high school graduate entering college, you will quickly learn there may be […]
As a firm, Per Stirling is probably best known for its award-winning ethics, its client-centric fiduciary culture, and the nationally-recognized skill and expertise of its advisors, staff and management team. From the inception of the firm, Per Stirling has championed its fiduciary standards as a core founding principal, and our growth over the years has been a […]
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 […]
Despite not even being halfway into the year, 2018 has been a busy one for us at Per Stirling, and in the best of ways. From the inception of our firm, we’ve championed our fiduciary commitment in everything we do and our growth over the years has been a testament to this philosophy. Clients want […]
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This post comes from Per Stirling Partner and Financial Advisor, Kenneth Price, CFP®, CFA®, AEP®, CLU®, ChFC®. This week, the Federal Deposit Insurance Corporation (FDIC) issued a press release to encourage consumers to commemorate “America Saves Week” by taking advantage of automatic savings to achieve financial goals. Why call national attention to something as ordinary […]
automatic savingseducationfinancial goalfinancial literacyHal RatnerMorningstarmortgageretirementRoth IRAsalary increasesavingWith the festive holiday season winding down, and a promising new year ahead of us, we at Per Stirling reflect on 2015: a year well spent. Many of our financial advisors began sharing their thoughts and tips on our blog: Ronsey Chawla, MBA unpacked a study by the American Medical Association which examined the financial […]
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This post comes from Per Stirling Financial Advisor, Ronsey Chawla, MBA. The insurance subsidiary of the American Medical Association recently published a study detailing the financial state of young physicians in America today, aptly titled “2015 Report on U.S. Physicians’ Financial Preparedness: Young Physicians Segment.” Though it clearly has its own viewpoint, the report does […]
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