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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 Money Makeover article in Seattle Times January 31, 2021: Young couple’s list of money goals: student debt, a house and tithing
Read Bob Toomey's latest Mercer Island Reporter Article: Closer look at the Washington State Long Term Care Act Click Here
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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.
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A hot topic with daily traders on Reddit and Robin Hood. How this is highly risky type of market trading is very risky and can affect your retirement and more!
Acknowledging that the coronavirus has resulted in financial hardship for many individuals, Uncle Sam by way of the CARES Act has allowed for temporary suspension of certain rules and penalties for tapping one’s retirement plan this year if one is “qualified” under the Act, meaning either diagnosed or spouse or dependent diagnosed or proof of material adverse financial consequences to the person, spouse, or member of household due to COVID. Of note, the Act allows...
In our management of clients’ assets, we use exchange traded funds (or “ETFs”) for the majority of our investments. ETFs are a relatively newer form of a mutual fund which invest generally as passive indexes as opposed to traditional mutual funds which are actively managed. There are thousands of ETFs available which cover just about any type of investment one can think of. One ETF investment strategy that can be very productive is sector ETFs...