Nov 18, 2016 2016 Financial Forum Video

Thank you to everyone who joined us at our 2016 Financial Forums. We had a wonderful event and hope you found it educational and enjoyable. If you were unable to attend, you can still watch the Market Commentary Presentation below.

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And if you’re looking for a great read over Thanksgiving break, pick up a copy of the book Matt Hargreaves recommended during the presentation about Magellan’s brave voyage: Over the Edge of the World by Laurence Bergreen

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Community Involvement: West Valley Dollars for Scholars

New Client Portal Experience

Changes Coming in Early 2022 to Your Financial Portal

What We are Thankful For

Changes Coming in Early 2022 to Your Financial Portal

Market Commentary

Market Update: May 2022

2022 1st Quarter Investment Commentary

Market Update: February 25, 2022

2021 4th Quarter Investment Commentary

2021 3rd Quarter Commentary

Retirement Planning

Student Loan Update

Unclaimed Property and Retirement Benefits

Medicare Open Enrollment for 2022 Begins October 15

Taking Advantage of Employer-Sponsored Retirement Plans

The Huge Cost of Doing Nothing

Tax Planning

Do I Need to Start Making Federal Estimated Income Tax Payments?

Reminders as you Prepare your 2021 Taxes

Washington State Long Term Care Tax on Pause

2021 1099 Release Information

2022 Key Financial Data

Cyber Security

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101

Beware of Phishing

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).

This is provided for general information only and contains information that is not suitable for everyone. As such, nothing herein should be construed as the provision of specific investment advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. There is no guarantee that the views and opinions expressed herein will come to pass. This newsletter contains information derived from third party sources. Although we believe these third-party sources to be reliable, we make no representations as to the accuracy or completeness of any information prepared by any unaffiliated third party incorporated herein and take no responsibility therefore.

Any projections, forecasts and estimates, including without limitation any statement using “expect” or “believe” or any variation of either term or a similar term, contained here are forward-looking statements and are based upon certain current assumptions, beliefs and expectations that LRIA considers reasonable or that the applicable third parties have identified as such. Forward-looking statements are necessarily speculative in nature, and it can be expected that some or all of the assumptions or beliefs underlying the forward-looking statements will not materialize or will vary significantly from actual results or outcomes. Some important factors that could cause actual results or outcomes to differ materially from those in any forward-looking statements include, among others, changes in interest rates and general economic conditions in the U.S. and globally, changes in the liquidity available in the market, change and volatility in the value of the U.S. dollar, market volatility and distressed credit markets, and other market, financial or legal uncertainties. Consequently, the inclusion of forward-looking statements herein should not be regarded as a representation by LRIA or any other person or entity of the outcomes or results that will be achieved by following any recommendations contained herein. While the forward-looking statements here reflect estimates, expectations and beliefs, they are not guarantees of future performance or outcomes. LRIA has no obligation to update or otherwise revise any forward-looking statements, including any revisions to reflect changes in economic conditions or other circumstances arising after the date hereof or to reflect the occurrence of events (whether anticipated or unanticipated), even if the underlying assumptions do not come to fruition. Opinions expressed herein are subject to change without notice and do not necessarily take into account the particular investment objectives, financial situations, or particular needs of all investors.

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