Stirling Capital, Ltd.

07/16/2026

Nathan Boyer, Vice President at Stirling Capital, brings a disciplined, analytical approach to every client relationship. As an Enrolled Agent, Nathan specializes in the intersection of retirement planning, tax strategy, and investment management, helping clients understand how each piece of their financial picture connects to the others. He joined the firm as an intern in 2013 and has grown alongside it for over a decade, serving clients through major financial milestones with clarity and confidence. When you work with Nathan, you get an advisor who genuinely understands the complexity of building wealth and the patience to help you navigate it well.

07/14/2026

Your investments deserve the same level of discipline in July as they do in January. Mid-summer is a natural time to step back and confirm your portfolio still reflects your goals, your timeline, and your risk tolerance. Markets shift, and so do life circumstances. A portfolio that made sense two years ago may now carry more risk than you intended or be missing opportunities that align with where you are headed. At Stirling Capital, we help hardworking individuals stay focused on the long-term picture rather than reacting to short-term noise.

07/09/2026

Planning for retirement means more than knowing how much you have saved. It means understanding how every income source fits together, what your tax situation looks like in retirement, and how long your savings actually need to last. Many hardworking individuals reach retirement age with solid account balances but without a clear withdrawal strategy, which can cost them significantly over time. The sequence of withdrawals from taxable accounts, tax-deferred accounts, and Roth accounts can make a real difference in how much you keep. At Stirling Capital, we help clients build retirement income plans that go beyond the balance sheet and account for the full picture.

07/07/2026

Most people understand that insurance covers the unexpected. Fewer people think of it as a tool for protecting the wealth they have spent decades building. A strong portfolio can grow your assets over time, but it cannot shield them from a lawsuit judgment, a long-term disability, or catastrophic healthcare costs in retirement. Umbrella coverage, disability insurance, and long-term care planning each address real risks that can draw directly from your savings if you are not prepared. Our latest insight from Nathan Boyer walks through how insurance fits into a broader financial plan and why it matters for long-term wealth protection. https://www.stirlingcapital.org/insurance-wealth-protection/

07/04/2026

The Fourth of July is a celebration of freedom, and for hardworking individuals and families, financial freedom is one of the most meaningful kinds there is. True financial independence is not about a single moment. It is built through years of disciplined saving, honest planning, and making confident decisions at every stage of life. This Independence Day, take a moment to reflect on where you are and where you want to be. At Stirling Capital, helping hardworking individuals achieve that kind of freedom is exactly what we are here for.

07/01/2026

Summer vacations are one of the best parts of the year, and it is also a reminder of what you are actually planning for. The freedom to go where you want, spend time with the people who matter most, and enjoy the life you have worked hard to build is what a solid financial plan makes possible. Before you head out, take a few minutes to confirm your retirement contributions are on track, your emergency fund is healthy, and your coverage is current. The best vacations are the ones you can take without financial stress waiting for you when you get home. At Stirling Capital, we help hardworking families build the security that makes those moments actually feel like a break.

06/29/2026

Behind every smooth client experience at Stirling Capital is Stacie LaFaso, our Operations Manager. Stacie oversees daily operations, supports our advisors, and continually refines the processes that keep everything running so clients always feel taken care of. She began her career in financial services in 2011 and brought experience from credit union, insurance, and advisory operations, including a role at Ameriprise Financial, before joining our team in 2023.

What sets Stacie apart is her belief that financial well-being and overall well-being go hand in hand. She takes real pride in helping people feel more confident and less burdened. Outside the office, she is an active volunteer, a long-time softball team mom, and a fan of gardening and time with family.

06/25/2026

A lawsuit. A disability. Rising healthcare costs in retirement. Any one of these can derail a financial plan that took decades to build. Insurance is more than just a safety net. It’s a core part of protecting what you have worked hard to earn. Read more in our latest blog. https://www.stirlingcapital.org/insurance-wealth-protection/

The right insurance for wealth protection does more than cover the unexpected. Learn how smart coverage protects your income, assets, and retirement security.

06/24/2026

Picture two owners of equally profitable companies, both planning to retire within the decade. One has steadily built wealth outside the business in personal investments and retirement accounts. The other reinvested nearly everything back into the company. When a buyer makes a lowball offer, one can walk away and the other cannot. That difference is the entire ballgame at exit.

The owners who get the best outcomes are not always the ones with the most valuable businesses. They are the ones who did not need to sell at any particular time, to any particular buyer, at any particular price. Building assets outside your company well before an exit is what creates that freedom. Our insight from Dustin Alexander explains why diversifying changes everything about how you transition.

Learn why diversifying business owner wealth is critical before retirement and how to reduce concentration risk with strategies built for entrepreneurs.

06/21/2026

This Father's Day, we celebrate the dads who quietly carry their families forward, often putting everyone else's future ahead of their own. That same instinct to provide is exactly what makes a solid financial plan such a meaningful act of love. Making sure your income is protected, your retirement is on track, and your wishes are documented is one of the most lasting gifts you can give the people who depend on you.

Whether you are a new father just starting to build or a grandfather thinking about the legacy you will leave behind, the right plan turns good intentions into real security. At Stirling Capital, we help hardworking dads make confident money decisions at every stage of life.