Aug 17, 2023 Employee Spotlight: Dirk Bernd

This month we are highlighting Dirk Bernd. Dirk has been with Leonard Rickey Investment Advisors for almost 8 years and works out of our Yakima office. Get to know more about Dirk below!

Share a picture of something that is important to you. Why is it important to you?

Pretty easy one, my family. Here’s a recent picture of wife Traci, daughter Taryn 15, and son Byron soon to be 13.

What’s something surprising that not many people know about you?

I started a blanket-making project back in 2011, we call it Give Back Give Warmth, we now make upwards of 200 cut-and-tie blankets in December and give them to different homeless support organizations like Camp Hope and Rod’s House.

Do you follow any sports teams?

My Washington State University Cougars – I guess when it comes to pro teams I like to follow players like Drew Bledsoe (now retired) and now Cooper Kupp of the LA Rams, being he’s from Yakima and all and got to watch him play at Davis High School.

What was the last TV show you binge-watched?

Alone on Netflix

Do you have a favorite holiday? Why or why not?

The 4th of July – I love watching my family’s reaction to the fireworks show, I get to get to BBQ ribs or Brisket, and we usually get out on the boat on the lake on this day, plus it’s America’s Birthday.

What’s a cause that you are passionate about?

Right now, I’m pretty involved with my Southwest Yakima Rotary Club, just finished the past year as club president. I love all the things we do in our community of Yakima, but also the support we do around the world, from Shelter boxes to helping support Imagine Scholar in South Africa. It also gives an opportunity to volunteer in our community with different groups and organizations.

Would you rather cook or order in?

I love to cook and make tasty food.

What’s your favorite board game?

My family often plays Pinnacle – during the school year it has become a Friday night tradition at dinner time.

How do you take your coffee?

With vanilla creamer.

What’s the best concert you’ve ever been to?

My favorite concert was Coldplay at the Gorge.

Company News

Welcome, Liz Stokes!

Employee Spotlight – Jacqueline Cremen

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

Employee Spotlight: Chelsie Smith

Congratulations, Gunnar!

Market Commentary

2024 1st Quarter Investment Commentary

2023 4th Quarter Investment Commentary

2023 3rd Quarter Investment Commentary

2023 2nd Quarter Investment Commentary

Debt Ceiling: Should Investors Worry?

Retirement Planning

2024 Key Financial Changes

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

Equifax Data Breach Update: Make a claim today

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 (

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.