Per Stirling Capital Management

07/19/2026

"Today, we are proud to celebrate Marita Iannuccilli’s 5-year anniversary with Per Stirling.
Over the past five years, Marita has been so much more than a Comptroller. She has been a trusted leader, problem solver, and innovator. From overseeing complex financial operations to improving processes, supporting advisors, mentoring team members, and helping shape the culture of our firm, Marita approaches everything she does with professionalism, dedication, and excellence.
What truly sets Marita apart, however, is her heart. She genuinely cares about the people around her, always willing to lend a helping hand, offer encouragement, share her knowledge, and celebrate the successes of others.

Thank you, Marita, for five incredible years of leadership, hard work, compassion, and unwavering dedication to Per Stirling. We are grateful for all you do and look forward to celebrating many more milestones ahead.

Please join us in congratulating Marita on this remarkable anniversary!

https://www.perstirling.com/team/marita-iannuccilli

07/17/2026

British economist John Maynard Keynes famously noted that “the markets can remain irrational longer than most investors can remain solvent.” If there was any doubt regarding the legitimacy of that perspective, the just-concluded second quarter provided an excellent example of just how counterintuitive (and arguably even irrational) equity markets can be....

https://www.perstirling.com/blog/per-stirling-capital-outlook-july-2026

07/15/2026

The financial news cycle never stops. One day it's inflation. The next, interest rates. Then it's market highs, market lows, or predictions about what's coming next.

While headlines change by the hour, successful investing is built on something far more reliable: a disciplined, long-term strategy.

Market volatility can create uncertainty, but reacting to every headline often leads investors away from the goals they've worked hard to achieve. Instead of focusing on short-term noise, consider these timeless investing principles:

-Stay focused on your long-term objectives
-Consider a diversified portfolio
-Review your financial strategy, not the daily headlines

In our experience, the most successful investors understand that building wealth is a marathon, not a sprint. A sound financial plan is designed to help navigate changing market conditions while keeping your long-term goals front and center.

At Per Stirling, we believe confidence comes from having a thoughtful financial strategy that can help weather market ups and downs. While the markets may fluctuate, your goals deserve a steady, disciplined approach.

https://www.perstirling.com/about-us

"

07/10/2026

Life changes...and your financial plan should evolve right alongside it.

Major life milestones often bring new opportunities, responsibilities, and financial decisions. Taking time to review your financial strategy during these transitions can help ensure it continues to support your goals and priorities.

Some key moments that may signal it's time for a financial check-in include:

-Buying or selling a home
-Getting married or divorced
-Welcoming a child or grandchild
-Receiving an inheritance or other significant financial windfall

A thoughtful review today can help keep your long-term plans aligned with where life is taking you tomorrow.

At Per Stirling, we help individuals and families navigate life's transitions with confidence through personalized financial strategies designed to adapt as your needs and goals evolve.

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

07/08/2026

Most people think of wealth in terms of net worth, investment returns, or retirement savings. Those things certainly matter. However, after years of working with physicians, technology executives, and retirees, I've come to believe...

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07/08/2026

Building a successful business takes years of dedication, vision, and hard work. Protecting that success for the future requires a plan.

Whether your goal is to transition ownership to family members, key employees, or a future buyer, a thoughtful succession strategy can help preserve the legacy you've built while supporting a smooth and successful transition.

A good financial plan is about strengthening your business, protecting its value, and creating a roadmap for long-term continuity and growth.

At Per Stirling, we help business owners develop personalized succession strategies that align with their goals, to help provide clarity and confidence for the next chapter of their business journey.

https://www.perstirling.com/business-owners

07/04/2026

Happy 250th Birthday America!

Isn't it amazing to call America our home? God bless the USA! Independence isn't merely a day on the calendar; it's part of daily life in the United States.

Wishing you all a wonderful Independence Day! Celebrating 250 years of America going strong!

https://www.perstirling.com/

07/03/2026

Retirement isn’t defined by a specific age, it begins when your financial resources support the lifestyle you envision for yourself.

Whether your goals include traveling, spending more time with family, exploring new interests, or enjoying greater freedom and flexibility, reaching those milestones requires thoughtful planning well in advance.

The decisions you make today can help create the financial confidence needed to enjoy tomorrow.

At Per Stirling, we work with clients to develop personalized retirement strategies that align their resources with their goals, providing clarity and confidence for the years ahead.

https://www.perstirling.com/living-in-retirement

07/01/2026

Your 20s are about more than building a career. They are about building a foundation for your future. The financial habits you establish today can have a lasting impact for years to come. Here are five smart financial moves to consider before turning 30:

*Build an emergency fund
*Contribute regularly to retirement accounts
*Establish and maintain strong credit
*Create a realistic budget and spending plan
*Begin investing for long-term goals

At Per Stirling, we help individuals create personalized financial strategies designed to support their goals at every stage of life.

https://www.perstirling.com/building-wealth

06/26/2026

Please join us in celebrating Kat’s 3-year work anniversary! 🎉 Over the past three years, Kat has been a valued resource for both clients and advisors. Her commitment and support reflects the standards we strive for as an organization. We’re grateful for everything she contributes to the team and look forward to her continued impact in the years ahead.

https://www.perstirling.com/team/katherine-sung