May 12, 2014 Mom – the original Fiduciary

We hope that all of the Mothers in your life had a relaxing Mother’s day full of love and gratitude. When you work inside a family business, Mother’s day has a special significance. Our mom not only helped raise us to be the people we are today, but helped shape the values that we use to run our company.

As we think about all the things mom has done for us over the years it is simply mind boggling. She demonstrated the importance of hard work. If you want something done, no matter how difficult, she showed us to put the work in and “get it done”. She taught us to put education first and it has translated into a quest for lifetime learning. She passed on the values that are central to running our business. She taught us to tell the truth, do what you say you’re going to do and treat others as you would want to be treated. Honesty, Integrity and the Golden rule.

In the Investment Advisor world, there is a concept called the “Fiduciary Standard”. Simply put, it means putting the interest of others in front of your own. It is how mom raised us and how we run our practice. We just wanted to take this opportunity to thank her for all she has done and all that she has taught us to do. She was the original Fiduciary.

Thanks Mom.

Ben and Joy

Company News

Employee Spotlight – Jacqueline Cremen

Shreds and Meds Day – October 28th at The Valley Mall

Employee Spotlight: Chelsie Smith

Employee Spotlight: Dirk Bernd

Congratulations, Gunnar!

Market Commentary

2023 4th Quarter Investment Commentary

2023 3rd Quarter Investment Commentary

2023 2nd Quarter Investment Commentary

Debt Ceiling: Should Investors Worry?

2023 1st Quarter Investment Commentary

Retirement Planning

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Social Security Benefit Increase of 3.2% for 2024

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

Medicare Open Enrollment for 2023 Begins October 15th

Social Security Benefit Increase of 8.7% for 2023

Tax Planning

2024 Key Financial Changes

2023 1099 Release Information

2023 Year-End Tax Planning

When do I start my Required Minimum Distribution?

UPDATE: Washington State Long Term Care Payroll Tax

Cyber Security

Red Flags When Transferring Money

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements

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Important Disclosures

Leonard Rickey Investment Advisors, PLLC (“LRIA”), is an SEC registered investment adviser located in the State of Washington. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of LRIA, please contact LRIA or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

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