Per Stirling Capital Management

💡 From Payroll to Portfolio: Building a Smarter Financial Future for You & Your Team

Financial wellness is more than just a workplace benefit. It's a key part of helping employees feel confident about their future. Join Per Stirling and Insperity on September 15 from 11:30 AM to 1:00 PM for an engaging discussion on how businesses can empower their teams through financial education, retirement planning strategies, and long-term wealth-building opportunities.

Whether you're a business owner, HR professional, or team leader, you'll walk away with practical insights to help support your employees' financial well-being. Reserve your spot today:
https://luma.com/h542ie80

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

📈 Your employees are one of your greatest investments. Are you helping them build a strong financial future? Join Per Stirling and Insperity on September 15 from 11:30 AM to 1:00 PM for From Payroll to Portfolio: Building a Smarter Financial Future for You & Your Team, a special event designed for business owners and leaders who want to make a meaningful impact on their employees' financial confidence and long-term success.

We'll explore strategies for financial education, retirement readiness, and creating a workplace culture that supports financial wellness at every stage of life. You'll leave with actionable ideas that can benefit both your employees and your organization.

Seats are limited, so don't wait to reserve yours: Save Your Seat We look forward to seeing you there!

https://luma.com/h542ie80

When people think about financial planning, they often focus on investments. While investing is important, a comprehensive financial plan goes much further. It helps align your financial decisions with your goals, values, and vision for the future.

Whether you're preparing for retirement, funding education, managing taxes, or building a legacy for future generations, a personalized plan can help provide clarity and confidence every step of the way.

https://www.perstirling.com/client-services

It's easy to get distracted by daily headlines and short-term events. However, some of the most important financial decisions are made by maintaining focus on long-term goals rather than reacting to temporary uncertainty.

While no one can predict the future, having a clear strategy can help individuals make decisions based on their personal objectives rather than emotions. A disciplined approach, combined with regular reviews and thoughtful adjustments, can help create greater confidence regardless of changing circumstances. A successful financial journey isn't about timing every event perfectly, it's about staying committed to a plan designed around your goals.

https://www.perstirling.com/client-services

The third quarter of the year has a well-earned reputation for being a period of volatility and substantial change and, at least thus far, the third quarter of 2026 has served to further justify that reputation....

https://www.perstirling.com/blog/august-market-insights-a-season-of-transition

Financial confidence doesn't come from having all the answers. It often comes from understanding the questions to ask. Taking the time to learn about budgeting, retirement planning, taxes, estate planning, and other financial topics can help individuals make more informed decisions.

The more we understand our options, the more empowered we become to make choices that align with our values and goals.

At Per Stirling, we're passionate about helping educate and empower our clients throughout every stage of life. Knowledge is one of the most valuable financial tools available.

https://www.perstirling.com/client-services

Today, we’re excited to recognize Gay Thompson on her 8-year work anniversary as a Financial Advisor with Per Stirling! Over the past eight years, Gay has built a reputation for putting clients first, creating meaningful relationships, and helping individuals and families navigate life’s financial milestones with confidence and clarity. Her dedication, compassion, and commitment to making a difference in the lives of those she serves are evident in everything she does. Whether she’s helping clients plan for the future or supporting her colleagues, Gay brings professionalism, care, and a genuine passion for helping others succeed.

Thank you, Gay, for eight years of hard work, leadership, and lasting impact. We are grateful to have you on our team and look forward to celebrating many more milestones with you. Congratulations on this well-deserved achievement! 🎊👏

https://www.perstirling.com/team/gay-thompson

As the year moves forward, now can be an excellent time to pause and evaluate your progress toward important financial goals. Have there been any major life changes? Has your income changed? Are your savings goals still aligned with your priorities? Even small adjustments throughout the year can help keep your financial plan aligned with your long-term objectives.

A mid-year review can provide an opportunity to celebrate progress, identify potential challenges, and make thoughtful adjustments before the year comes to a close. Remember, a financial plan isn't a document that sits on a shelf—it's a living strategy designed to evolve alongside you.

Reach out to a Financial Advisor today to see if you plan is on track!

https://www.perstirling.com/the-per-stirling-team

Today, we’re proud to celebrate Ronsey Chawla on his 14-year work anniversary as a Financial Advisor. For more than a decade, Ronsey has been dedicated to helping clients navigate important financial decisions with confidence, and care. His commitment to building meaningful relationships and providing thoughtful guidance has made a lasting impact on the individuals and families he serves.

Thank you, Ronsey, for 14 years of dedication, and professionalism. Your passion for helping clients achieve their goals and your contributions to our team are truly appreciated. Congratulations on this incredible milestone—we look forward to many more years of success ahead! 👏🎊

https://www.perstirling.com/team/ronsey-chawla