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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 […]

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 […]

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 […]

05

April

What Advice would your future-self offer?

The American Medical Association (AMA) recently issued new benchmarking data aptly titled, U.S. Physicians’ Financial Preparedness: Retired Physicians Segment which helps answer just that question.  The Study was designed to understand the personal finance attitudes and behaviors of physicians, specifically from those physicians who have entered retirement.  However, physicians and non-physicians alike may glean useful […]

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 […]

28

March

2019 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 […]

01

February

How to Choose the Right Financial Planner

Is one of your New Year’s resolutions to get your financial house in order? If so, you’re not alone: saving more money and other financial goals usually crack the top ten most popular new year’s resolutions. But having a goal is not enough. It takes time and consistent follow-through to make these dreams a reality. […]

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 […]

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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