Blog Investment & Financial News

Yakima Shreds & Meds Day – April 22nd

Mark your calendars!  The next Shreds & Meds event will be held on Saturday, April 22, 2023 at the Valley Mall next to the old Bank of America Building from 9 a.m. – 1 p.m.  You can safely dispose of your unused or unwanted medications and safely destroy your unwanted personal documents. Maximum two banker boxes or three grocery bags…

Bank Update

In light of recent events in the banking sector, we wanted to provide a recap and an overview of the impact to your accounts. Financial markets shook last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail…

Welcome, Vicky Aguilar!

  All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Vicky! Vicky started working at Leonard Rickey Investment Advisors in February 2023. You will find Vicky at our Richland office! We asked Vicky to tell us a little bit about herself below: What is the…

Market Update: February 2023

It’s been an encouraging start to the year after a challenging 2022. Falling inflation, interest rates, and decent earnings have provided fuel for a nice market run to start the year. The S&P 500 is up over 8% this year and up over 15% since it bottomed in October 2022. Bonds (1) are up over…

We Can’t Help Falling in Love, Can You?

Hope you loved seeing a glimpse of our furry companions! Find out if you were able to correctly guess who we belonged with. Gunnar Harrison: Our dog Zoey in our roof top tent during a camping trip this past summer. Our overweight cat, Luna, joining in our workout. All three of our fur babies decided…

Reminder as you Prepare your 2022 Taxes

As you or your tax preparer start to work on your 2022 taxes, there are a few things we wanted to remind you. 1099s – TD Ameritrade is releasing 1099s in waves. The most recent wave of 1099s was released on February 10th and the final wave will be released on February 24th. There may…

2022 4th Quarter Investment Commentary

  Despite a fourth quarter rally, both U.S. stocks and bonds declined for the year causing a 60/40 portfolio to have its third-worst return since 1926. We expected better days ahead. Markets may be down, but most of the damage was done in the first half of the year. Since the end of June, stocks…

What Do We Want in the New Year?

On Happiness, Meaning and Psychological Richness Written by: Hal Hershfield, Ph.D. How Do You Define Leading a ‘Good’ Life? As we look forward to this new year, we want to look at a fresh way to approach resolution-making. I suspect that what lies under the hood of many New Year’s resolutions is partly a desire…

Company News

Welcome, Vicky Aguilar!

We Can’t Help Falling in Love, Can You?

What was the Highlight of your Summer?

Congratulations, Dirk!

Community Involvement: West Valley Dollars for Scholars

Market Commentary

Market Update: February 2023

2022 4th Quarter Investment Commentary

2022 3rd Quarter Investment Commentary

2022 2nd Quarter Investment Commentary

Market Update: May 2022

Retirement Planning

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

The Huge Cost of Doing Nothing

Student Loan Update

Tax Planning

Reminder as you Prepare your 2022 Taxes

2022 1099 Release Information

2023 Key Financial Data

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

2023 Key Financial Changes

Cyber Security

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101