Blog Investment & Financial News
Investment Question of the Month: Should I invest my cash now or over time?
If you have cash sitting on the sidelines, you have options to get it invested. Here are three of the most common options to get it invested: Invest it right away (lump sum) Invest it over time (dollar-cost average) Invest when the market pulls back (time the market) Each option has pros and cons, but research suggests investing it right away has…
Welcome – Jacqueline Cremen
All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Jacqueline! Jacqueline started working at Leonard Rickey Investment Advisors in February 2021. She has over seven years of experience in customer service and office experience. She recently moved with her Partner, Estefani, from San Diego California…
Trusted Contact Request Coming Soon
Leonard Rickey Investment Advisors will soon be asking for trusted contact information. Providing contact information is optional, but we suggest you consider adding 1-2 people to your accounts. We will send the request to you via email. Please contact us if you have any questions. What is a “Trusted Contact” A trusted contact is a person that…
GameStop Perspective
Recently, we saw a significant increase in volatility. A few individual stocks had great fluctuations, due in part to a new wave of investors. These young traders are opening stock accounts in record numbers and organizing trading campaigns through on-line messaging boards. We wanted to get the perspective of a young 20-year-old to look at…
Reminders as you Prepare your 2020 Taxes
As you or your tax preparer start to work on your 2020 taxes, there are a few things we wanted to remind you. 1099s – TD Ameritrade is releasing 1099s in waves. The first wave of 1099s was released on January 14th. The second wave of 1099s released on February 5th, and the third wave…
Shopping for a Condo? Consider These Factors.
A condo has a home owners association (HOA) with Covenants, Conditions and Restrictions (CC&R’s) and bylaws in which the owners of a condo will need to follow. Summary: Review your Covenants, Conditions and Restrictions. Review the last 12 months meeting minutes of the HOA. Get the number of Primary Residence & 2nd home owners vs. rental…
2020 4th Quarter Commentary
Market Summary A strong fourth quarter capped a wild and turbulent year. 2020 marked the largest reversal in the S&P 500’s history, rebounding over 70% from the March lows and finishing the year up over 18%. During the fourth quarter, the major indexes reached all-time highs as investors welcomed greater political clarity and positive news…