Blog Investment & Financial News
What We are Thankful For
In the spirit of Thanksgiving, Leonard Rickey Investment Advisors wants to take a few moments to share how thankful we are for our great clients, our awesome team, and our loving families! Each member of the team has shared something they are thankful for as well below: Ben: I’m thankful for the opportunities I’ve had…
Changes Coming in Early 2022 to Your Financial Portal
We are excited to announce that early next year, we will be upgrading your financial portal to provide a more consolidated and seamless experience. Here’s what you can expect: A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. Our new interface takes advantage of the latest…
Capital Gains FAQs
Capital Gains – FAQs What is a capital gain? A capital gain is the profit when you sell a capital asset, such as stocks, bonds, mutual funds or property. The profit is your gain over the original price you paid and you must pay tax on that gain. For example, if a stock is bought…
2021 Turkey Trot
Thursday, November 25, 2021 – Thanksgiving Day! Join us for the 2021 Turkey Trot 5K Fun Run on Thanksgiving morning! Work up an appetite before the feast! Leonard Rickey Investment Advisors sponsors this event, and we invite you to help raise money to support Camp Prime Time and the Yakima Greenway. Prizes will be given for…
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…
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…