Our Thinking
Welcome to Stickney Research. At Stickney Research, you’ll find a team of warm, caring people who understand and embrace the unique set of challenges that affluent people face.
Browse Our Free Guides & Resources
White Papers
Educational Videos
Tax Calculators
Well Planned Life Podcast
From Our Blog
Well Planned Life Podcast Intro
Hi! Welcome to the Well Planned Life Podcast with Warren Stickney. Warren is a financial advisor based in Bellevue, Washington, who has a passion for charitable endeavors. He was inspired to start this podcast because he has intimate knowledge of the charitable giving...
Warren Stickney on the American Dreams Podcast
Investment Management vs. Financial Planning
Investing today is not like it was 20 years ago. Expenses are coming down. It's cheaper than ever to trade. Some strategies that were once reserved for large institutional funds at prohibitive account size and fees are now available to every investor through...
Retire on Purpose
A sense of life purpose promotes physical, mental and spiritual health. People who seek meaning beyond themselves are healthier, happier, and live longer. So, it's vital to our well-being that we maintain a strong sense of purpose
Retirement Checklist for 2020
YOUR BULLETIN BOARD GUIDE TO STAVING ON TRACK! Use this calendar checklist to look ahead throughout the year to track important deadlines and actions you must take for yourfinances and health care. Questions? Just give us a call and we'll be glad to help. (Note: No...
EarthX Involvement
Warren’s involvement in the Socretes Program at the Aspen Institute, Singularity University, The Economist Intelligence Unit and The White House Business Leaders keeps him abreast of innovation and changes in the financial industry and society as a whole. Read more at...
Top of the Table Annual Meeting
Warren Stickney featured as speaker at prestigious industry meeting of Top of the Table. Read more at Top of the Table page
Inspirational Biz Journal
Warren Stickney, CEO of Bellevue financial advising firm Stickney Research, has won a Community Inspiration Award from AssetMark for his work with the Pike Place Market Foundation. Stickney, who was one of six honorees from across the U.S., stresses the importance of...
AssetMark Press Release
Lora Hein
Whether she’s working on her garden at home or traveling to exotic islands, it’s safe to say that Lora Hein has always been one with nature. Her parents were both in a club called the Naturalists in college, so from an early age Lora always had an appreciation for...