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SRSA Blog

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 and

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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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Stacy Schill | Jan 24, 2022

The forces behind our current COVID-induced inflation

Recent inflation numbers have been quite high and at levels not seen for 40 years.
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Stacy Schill | Dec 31, 2021

The ‘year end’ elements of financial planning

With the end of the year fast approaching, we remind clients that now is a good time to review key aspects of their finances.
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Stacy Schill | Nov 30, 2021

How financial planners address plan uncertainty

One of the key challenges we face as financial planners is dealing with the uncertainties around forecasts and assumptions in the planning process.
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Stacy Schill | Aug 23, 2021

Research Director Mid-Quarter Commentary

As part or our research process here at S.R. Schill & Associates, I regularly follow several news sources and publications to stay abreast of news and research

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Stacy Schill | Jul 27, 2021

S. R. Schill & Associates: Grow your Assets!

It's summer in Seattle! I consider myself a California girl at heart, so these beautiful days in Seattle are my favorites. There is nothing like a Seattle

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S. R. Schill & Associates is not a law firm and does not provide legal advice to clients. Any legal estate planning document preparation and other legal advice is provided by our Director of Longevity Law and Planning through a separate law firm.

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Mercer Island WA 98040

P: 206-275-2700 
F: 206-275-2710

info@srschill.com

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