Blog Investment & Financial News

2021 3rd Quarter Commentary

The S&P 500 finished the 3rd quarter flat, after suffering its first 5% correction since 2020. The economic recovery continued but increased concerns about the Delta variant, labor shortages and supply chain issues slowed growth. Corporate earnings were very strong and finished the quarter at higher levels than before the pandemic began. Higher corporate taxes…

Medicare Open Enrollment for 2022 Begins October 15

Medicare beneficiaries can make new choices and pick plans that work best for them during the annual Medicare Open Enrollment Period. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The Open Enrollment Period — which begins on October 15 and runs through…

Financial Considerations After A Bad Diagnosis

Sometimes a bad diagnosis puts you on a new life path you didn’t consider. Diseases like Alzheimer’s and Dementia come with many medical decisions, but we often get asked how to organize finances in light of the change.   There are a few things you can consider financially to prepare yourself. First, make sure your…

Welcome Gunnar Harrison!

  All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Gunnar! Gunnar started working at Leonard Rickey Investment Advisors in August 2021. He graduated from Central Washington University in 2019 in Business with a specialization in personal financial planning.   Here are some other fun…

Investment Question of the Month: What are some of the differences between ETFs and mutual funds?

Mutual funds and exchange traded funds (ETFs) are arguably more similar than different. Both investment funds are registered with the SEC under the Investment Company Act of 1940 (40 Act), and most of the rules under the 40 Act apply to both. Both structures offer investors a way to pool their money in a fund…

2021 2nd Quarter Commentary

• The strong economic recovery drove corporate earnings growth and supported gains in stock prices. The S&P 500 finished the quarter and new all-time highs. U.S. valuations remained elevated. • In a reversal of the previous two quarters, growth stocks beat value stocks, bond yields decreased, and large cap stocks outperformed small cap stocks. •…

Naming Your Beneficiaries: Avoid Common Mistakes

We get a lot of questions from clients on naming beneficiaries to their accounts. While the paperwork is relatively straightforward, it is important to pay attention to a few key areas to avoid some common mistakes. We’ve outlined a few key areas keep in mind when naming a beneficiary Updating your will is not enough…

What is my Tax Bracket?

We often hear the question, “what is my tax bracket?” Generally, a tax bracket is the income tax rate at which a taxpayer is taxed for a certain range of income. The income ranges vary, depending on filing status. We will look at the difference between marginal tax rate and effective tax rate. Marginal Tax…

Company News

Welcome Gunnar Harrison!

Shreds & Meds Day!

Happy Retirement!

Welcome – Jacqueline Cremen

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Market Commentary

2021 3rd Quarter Commentary

2021 1st Quarter Commentary

2020 4th Quarter Commentary

2020 Third Quarter Commentary

Election Season v. The Stock Market

Retirement Planning

Medicare Open Enrollment for 2022 Begins October 15

Taking Advantage of Employer-Sponsored Retirement Plans

The Huge Cost of Doing Nothing

Time is Running out for the SIMPLE Retirement Option

Train for Your Financial Success

Tax Planning

What is my Tax Bracket?

Child Tax Credit Monthly Payments starting July 15th

Washington State Long Term Care Payroll Tax

6 Ways Your Non-Profit Can Increase Giving And Make Donations Easy

Washington State’s New Capital Gains Tax

Cyber Security

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101

Beware of Phishing