Since 1987, S. R. Schill & Associates has been helping our clients realize their dreams-- dreams of financial security, sending their children to college and enjoying their retirement. We are a family-run business that provides a full range of wealth management services for individuals and families while placing an emphasis on one-on-one relationships. We make it possible for everyone to have a financial plan prepared by a fee-only fiduciary.
Read Bob Toomey's Mercer Island Reporter Article: What do 'thanksgivings' have to do with financial planning? Click Here
Read Bob Toomey's Mercer Island Reporter Article: Rising Market Volatility? Stay the Course Click Here
Webinar: Securing Quality of Life in Your Estate Planning Click Here
Considerations for Older Investors in Upside Down Times Click Here
Read S. R. Schill Advisor Bob Toomey's article about female breadwinners in Reporter Newspapers Click Here
See Bob Toomey's Financial Makeover on a Young Seattle-area Couple Click Here
Check out Bob Toomey's monthly financial advice column in the Reporter Newspapers.
'Financial planning during these times of uncertainty' June 8, 2020 Click Here To Read
'Bear Markets and Financial Planning' April 17, 2020
'Volatility: An essential component to higher returns March 22, 2020 Click Here To Read
'Robo Investment Advice Has Drawbacks February 22, 2020 Click Here To Read
'Business Perspective In The New Year January 20, 2020 Click Here To Read
S. R. Schill & Associates is a family run business with a process that provides a full range of services. Our process is the heart of everything we do and has been since Stanley R. Schill founded the firm over 30 years ago. It encompasses all aspects of acquiring, managing and growing wealth from short and long term strategies that consider all aspects of your financial life to investment advice that's tailored to your personal situation.
The holidays are fast approaching. For many of us, it will be one of the strangest holiday seasons we've ever experienced due to COVID. Many of us will not be spending the holidays with family or perhaps we will share holiday cheer over zoom meetings.
Don't Be Surprised With a 10% Decline
Barron’s ran a story this weekend on Robinhood. Robinhood is a new free online trading platform that is targeting millennials. The concept of Robinhood is a good one: provide basic online financial advice and free trading to help (mostly younger) people get started in saving and investing for retirement. That said, there are elements of Robinhood that raise some concerns. © 2020 S. R. Schill & Associates. All rights reserved.
