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18

July

Per Stirling Volunteers! – Austin Pets Alive

Small businesses are an essential part of the communities in which they live and work. Per Stirling Capital Management is excited to announce we have begun a monthly initiative to impact our community, one organization at a time! To kick off our monthly community initiative, Per Stirling came together to support Austin Pets Alive (APA) […]

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17

July

Per Stirling Makes The FT 300 Ranking

Per Stirling was founded almost a decade ago based upon the premise that, “if you take outrageously good care of your clients and treat the members of your team like family, everything else will take care of itself”. Over the years, this rather unique founding philosophy has brought Per Stirling some notable recognition on both […]

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31

May

Per Stirling Presents the 2019 Ethics in Business Award

Every year, more than fifty businesses are nominated for RecognizeGood’s Ethics in Business and Community Award. All nominees are sorted into 5 different categories: Individual, Non-profit, Small Business, Mid-Sized Business and Large Business. The businesses are interviewed and then narrowed down to 15 finalists (three in each of the five categories). The winners for each […]

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23

May

2019 North Austin Shred Event

PER STIRLING PRESENTS: NORTH AUSTIN SHRED PARTY 2019 Most individuals and businesses know how valuable it is to retain important financial and legal documents, but after a certain period of time, how long is too long? Stockpiling sensitive information can pose a security issue, or even breach compliance regulations in today’s privacy-conscious world. Per Stirling […]

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01

April

Investment News 2019 Best Places to Work for Financial Advisors

At Per Stirling, we are extremely honored and humbled to be recognized for the second year in a row as one of Investment News 2019 Best Places to Work for Financial Advisors in the 30-49 employees category. This program recognizes financial advisory firms that empower their employees to grow professionally and provide clients with the […]

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28

March

2019 West Lake Hills Shred Event

PER STIRLING PRESENTS: SHRED PARTY 2019 Most individuals and businesses know how valuable it is to retain important financial and legal documents, but after a certain period of time, how long is too long? Stockpiling sensitive information can pose a security issue, or even breach compliance regulations in today’s privacy-conscious world. Per Stirling is proud […]

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16

August

Per Stirling North Austin Shred Party

4900 Spicewood Springs Road. Austin, TX 78759   Most Individuals and businesses know how valuable it is to retain important financial and legal documents, but after a certain period of time, how long is too long? Stockpiling sensitive information can pose a security issue, or even breach compliance regulations in today’s privacy-conscious world. So whether […]

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17

March

7 Questions You Must Ask Your CPA at Tax Time

Today’s post comes from Per Stirling Partner, Ryan Joyce, CFP®, CPA. As we enter peak tax preparation season, it’s important not only to consider your previous year (2014) taxes, but your present year (2015) taxes as well. Remember: your financial advisor may not always have access to your entire tax picture. While reviewing important documents, like your […]

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