News and Research
Client Report Access - April 10, 2017
Clients should have received your new user setup from Black Diamond and can create an account to view your daily reports online from our website. Click here. Please note that statements are still being maintained on the original S.R. Schill reports area. We are aware of current issues with the new site and are working to correct them. A tutorial will be scheduled soon for you to learn more about the new features!
We apologize for any confusion as we transition to a new system. Because we understand that features aren’t yet available and that the area is in a state of flux, for the time being we are maintaining the old S. R. Schill reports area Click here . When the features of the new area are available, we are planning to hold a tutorial session to explain the features of the new area and how best to take advantage of them. Please don't hesitate to contact us with any questions!
Bob Toomey Mentors University Students
We are pleased to announce that our Director of Research, Bob Toomey, has been selected as mentor to a group of students from Pacific Lutheran University who are competing in this year’s Pacific Northwest Investment Research Challenge. The competition, sponsored by the Seattle CFA Society, involves teams from local universities who compete in writing and presenting a professional-grade research report on a local publicly-traded company, with the winning team competing in the U.S. national challenge in March.
Bob Toomey achieves his Certified Financial Planning Certification.
The CFP identify individuals who have met professional experience and ethical requirements of the CFP board have successfully completed rigorous financial planning coursework and have passed the CFP certification examination covering the areas of financial planning, process , risk management, investments, tax planning and management, retirement and employee benefits and estate planning. “It is a great benefit to both our firm and our clients,” remarked President, Stan Schill.
Have you had a chance to view our blog, “The Cascade View”?
It is written by our Vice President of Research, Bob Toomey. It provides timely commentary on important news and events relating to the economy, financial markets, investments and financial planning. We address issues that we think might be of interest or a concern for our clients. You can sign up to become a “member” of the blog, which will alert you to new posts to the blog. The blog address is http://www.thecascadeview.blogspot.com. Check it out!
Bob Toomey is a Provider of Legacy Caring
Providers of this exclusive group are screened, and represent trusted professionals who guide their customers to be proactive in home, health and financial security – creating Peace of Mind for ALL generations! See the website for more info on Legacy caring and providers. https://legacycaring.com/
S. R. Schill & Associates Named in the 20 Best Seattle Financial Advisors by Expertise
S. R. Schill & Associates named in the 20 Best Seattle Financial Advisors by Expertise
Len Skiena and Bob Toomey named Five Star Wealth Mangers
Congratulations to S.R. Schill CEO, Len Skiena, and Bob Toomey, Director of Research as being named a 2017 Seattle Five Star Wealth Managers. The results will be published in the February issue of Seattle Magazine. See results
Len Skiena featured in the Seattle Times December 2017
Fear her home will be too pricey to keep after she retires - Click here to article
Bob Toomey Featured in the Seattle Times January 2018
Rebuilding Financial Life After 50 - Click here to article
Len Skiena featured in 425 Business Magazine September 2018
Millennials Are Saving But Could Be Smarter About It Read - Click here to article