Blog Investment & Financial News
Social Security and Medicare Changes for 2026
Starting in January 2026, Social Security beneficiaries will receive a 2.8% cost-of-living adjustment (COLA) designed to help benefits keep pace with inflation. The adjustment is based on the Consumer Price Index, reflecting changes in the cost of goods and services over the past year. Beneficiaries will be notified of their new benefit amounts by mail…
Health Insurance Open Enrollment Season Is Here
It’s that time of year again — Open Enrollment season! Whether you’re covered through Medicare, the Marketplace, or a Group/Employer plan, this is your opportunity to review your benefits and make sure you’re prepared for 2026. Health insurance plan details, provider networks, and prescription coverage can change each year — and your own health or…
Welcome, Kayla!
Join us in welcoming our newest team member, Kayla Parker! Kayla joins us in the Yakima office as part of our client service team. She graduated from Washington State University (WSU) with a bachelor’s degree in Elementary Education. We asked Kayla to share a little about herself below: 1. What would your perfect weekend look…
Happy Retirement, Molly!
It is with appreciation and warm wishes that we share the news of Molly Hoff’s retirement from Leonard Rickey Investment Advisors. Molly’s last day with us will be November 7th 2025. Molly has been a part of our team since 2005, bringing her professionalism, warmth, and deep commitment to both clients and colleagues. Her presence…
Price Return vs. Total Return: Why a Statement’s “Gain/Loss” Isn’t the Whole Story
When you open an account statement or portal, the “gain/loss” next to a holding can look like the final verdict on performance. In most cases, that figure reflects price return only—how the market value of your shares changed since purchase—not the total return of the investment. Total return includes price changes plus the income the…
Congratulations, Glenn!
We’re excited to celebrate Glenn McKee’s achievement of his Master of Science in Financial Management, with a concentration in Investment Analysis, from Boston University. Glenn is a research analyst on our investment and trading team, and this milestone is a testament to his hard work, dedication, and commitment to excellence. Your perseverance has truly paid…
2025 2nd Quarter Investment Commentary
Historic V-shaped rebound: U.S. large-cap stocks, as measured by the S&P 500, staged the fastest recovery from a 15%+ correction on record and finished the quarter at new all-time highs. Growth stocks led the rally in the U.S., but performance broadened globally as U.S. dollar weakness boosted international returns3. Economy cooling, not cracking: The economy…
2025 3rd Quarter Investment Commentary
Global equities surged to record highs as the Fed’s rate cut, strong earnings, and large-scale spending in AI-related spending fueled the rally. The S&P 500 gained over 8% in Q3, with leadership concentrated in growth stocks, leaving valuations historically high and breadth narrow. Economic growth stayed resilient, with solid consumption and wage growth despite labor…