Blog

Welcome to our Blog. We aim to provide resources and personal opinions for our clients and general interest here. Enjoy.

Disclaimer

The commentary on this website reflects the personal opinions, viewpoints and analyses of the Skyline Advisors, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Skyline Advisors, Inc. or performance returns of any Skyline Advisors, Inc. Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Skyline Advisors, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Uncategorized
Saving for Retirement in a Roth IRA

Financial services are littered with jargon, and it isn’t always common sense.  One area of confusion has to do with ROTH. History of Roth The term “Roth” is derived from Senator William V. Roth Jr. who championed tax cuts and sponsored legislation in 1997 that created a Roth IRA.  When someone says “Roth IRA” or

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Financial Planning
What is a fiduciary financial advisor?

A fiduciary financial advisor is an advisor who is bound by fiduciary duty to act in your best interest. While it may seem that all financial advisors would be fiduciaries, they are not. John C. Bogle, Founder of Vanguard Group, explains it like this, “It should be made clear to clients whether they are relying

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News
12 Scholarship Opportunities From Schwab

Skyline Advisors custodian of choice is Charles Schwab and Company. Below are 12 scholarship opportunities from Schwab that we wholeheartedly support and hope someone from our area wins. Who knows they could join Skyline after graduation!

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News
Precautions During Pandemic

As of November 17, we are following the State of Washington COVID-19 guidance and working primarily offsite. We are all available by phone, email, and secure video conference.  Please contact us if you have special considerations and we will accommodate you.

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Financial Planning
Retirement Planning in 6 Steps (Part One)

Recently, I earned my CRPC designation (Chartered Retirement Planning Certification). Having been in financial planning for my whole career, I did not expect I would learn very much that was new to me. But I did! Do you know that the retirement planning process is not one that comes together by accident? There are six

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Washington Unemployment Fraud
News
Protect Yourself: Washington State Unemployment Fraud

The COVID-19 coronavirus has been disastrous for many families as many have lost loved ones or have themselves been sick. As of this writing on May 29th, there have been 1,106 deaths and over 20,000 confirmed cases in Washington State. With our economic shut-down, many have lost jobs and sought unemployment benefits, but where there

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