Mar 16, 2020 2020 COVID-19 Resource
We Are Prepared and Ready to Help.
As the situation with the coronavirus (Covid-19) continues to develop, we want you to know that your team at Leonard Rickey Investment Advisors remains ready to help support you. In light of local health departments urging “social distancing,” we have implemented several measures of our business continuity plan. At this point, we are still available for in-person meetings at our office but many of our employees will be working from home. When appointments are confirmed, you will have the option of a phone or web meeting.
We wanted to review the resources available to provide information and make it easier to contact us.
- Access your digital portal. If you need assistance setting-up access or help to reset your password, please call the office.
- You can download An iPhone and Android App to access your account information from a mobile device.
- A 24-hour digital calendar to reserve appointments with our advisors.
- Our office phone system. 509-972-3686 or (800) 627-4340
- A link to our web meeting where we can share our screens and use video or audio conferencing. https://meetings.ringcentral.com/join. The first time you join, you will need to download the ring central meetings app on your mobile device or install the ringcentral meetings app for your computer.
- You can directly email your advisor to set up a time to talk or ask a question.
- Ben Rickey: firstname.lastname@example.org
- Joy Stenehjem: email@example.com
- Susan VanTress: firstname.lastname@example.org
- Dirk Bernd: email@example.com
- Chelsie Smith: firstname.lastname@example.org
The markets have been exhibiting extreme volatility, to say the least. We are reviewing accounts and making adjustments consistent with your investment objective. Heightened volatility can provide investment opportunities. Expect to see market commentary and portfolio news over the coming days and weeks.
Just tonight, the Federal Reserve lowered interest rates to zero and is launching a $700B quantitative program. Futures markets are lower following the news. The market may react better to fiscal response from Congress.
If your plans with your spending have changed or you would like to review your risk tolerance, please let your advisor know. 509-972-3686
Your Team at Leonard Rickey Investment Advisors
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.
For additional information about LRIA, including fees and services, please contact us for our Form ADV disclosure brochure using our contact information herein. Please read the disclosure brochure carefully before you invest or send money.
Market Update: February 2023