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SRSA Blog

Bob Toomey | Feb 27, 2023

SECURE Act 2.0 has important implications for retirement

SA-2 presents a number of important changes that we believe should have important and positive implications for retirement savings.
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Bob Toomey | Jan 17, 2023

The pitfalls of market forecasting in the New Year

Every year at this time, hordes of Wall Street strategists issue their prognostications for the performance of the financial markets in the coming year. They
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Bob Toomey | Nov 28, 2022

How financial planning reduces risk, improves your cash flow

With the heightened volatility in the financial markets this year, the subject of risk and risk management has taken on greater emphasis.
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Bob Toomey | Oct 19, 2022

Bear markets can have a positive side

One thing we know about the financial markets is that they are, by definition, volatile. Ironically, it is this volatility that is a necessary element for the
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Stacy Schill | Sep 26, 2022

The value of proper and proactive financial planning

Financial planning may have a nebulous meaning to a lot of people. Financial planning involves a holistic approach to looking at all aspects of a client’s
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Stacy Schill | Aug 18, 2022

When and why would a Roth conversion be advantageous?

Tax deferred savings accounts such as IRAs or 401Ks are powerful ways to build retirement nest eggs. Until 1998, the only IRAs available to investors were

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Stacy Schill | Jul 19, 2022

Inflation and Financial Planning in Turbulent Times

As financial planners, a lot of the work we do involves looking ahead to the future and making assumptions for things like returns on various types and classes

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Robert Toomey | Jun 21, 2022

Financial planning perspective on life milestones | Money Matters

My daughter recently graduated from a master’s program at a university in Texas. My wife and I attended the ceremony and made a car trip out of it, visiting the

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Stacy Schill | May 19, 2022

News of market volatility has felt like a pinball machine lately

Webster’s dictionary defines the word volatility as “characterized by or subject to rapid or unexpected change.” Interestingly, Webster cites the stock market

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Stacy Schill | Apr 14, 2022

Here's why investments are important in financial planning

An important aspect of our due diligence as it pertains to investment management is our quarterly investment strategy meetings.
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Stacy Schill | Mar 25, 2022

Geopolitical events and the financial markets

The recent events in Ukraine remind us that major geopolitical events are a constant element of the investment landscape.

Geopolitical events, such as war

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Stacy Schill | Feb 11, 2022

Volatility and Disciplined Planning in 2022's Stock Market

The stock market in January experienced significantly increased volatility. In the first 14 trading days in January, the S&P500 declined about 12.5% on an
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