Blog Investment & Financial News

2025 1st Quarter Investment Commentary

Uncertainty around tariffs sent the S&P 500 down more than 4% in the 1st quarter Technology stocks posted their worst quarter since 2020, while non-US stocks, value stocks, and defensive sectors led other sectors. Bonds also provided safety. On April 2nd, US tariffs were announced that exceeded investor expectations. This led to a market decline…

2024 IRA & HSA Contribution Deadline

You still have time to contribute to your Traditional IRA, Roth IRA, SEP IRA, and HSA accounts for 2024. Contributions are due by the earlier of April 15, 2025, or the filing date of your tax return. For 2024, you can contribute up to $7,000 to your Traditional or Roth IRA and an additional $1,000…

Welcome, Ellie!

All of us at Leonard Rickey Investment Advisors want to welcome and introduce Ellie Buntin! Ellie graduated from Indiana University Indianapolis with a degree in accounting and finance. She spent the last year in public accounting and received her CPA license.   1. What would your perfect weekend look like? My perfect weekend would be…

Welcome, Cullen!

All of us at Leonard Rickey Investment Advisors want to welcome and introduce Cullen Luckett! Cullen started working at Leonard Rickey Investment Advisors in December 2024. He graduated from the University of Nevada Reno in 2018 with a bachelor’s degree in business administration with a major in Finance. He spent the last 4.5 years in…

Market Update: March 2025

As of March 13, the S&P 500 declined 10.1% from its all-time closing high in mid-February. Many investors have started to worry about the prospect of further declines. As of now, the decline appears to be fairly typical. Corrections are generally sharp and fast and serve to refresh fear. The current 10% decline in the…

2024 4th Quarter Investment Commentary

A post-election rally helped the S&P 500 gain 2.4% in the quarter and over 25% on the year. US growth companies continued to lead stocks while other sectors trailed. The US economy remained healthy on the backs of a strong consumer and profitable corporate sector, but there were signs of a downshift to a lower…

Welcome, Quentin Rickey!

All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Quentin Rickey! Quentin started working at Leonard Rickey Investment Advisors in December 2024. He graduated from Gonzaga University in 2022 with a bachelor’s degree in business administration in Accounting and Finance and in 2023 with a…

Summary of 2025 Key Financial Changes

Social Security recipients are getting a 2.5% increase in their 2025 benefits. The Medicare Part B premium is increasing from $174.70 to $185.00 per month. The annual exclusion for gifts increases to $19,000 from $18,000 per year per individual. The limitation on deferrals for 401(k), 403(b), and most 457 plans is increased to $23,500 for…

Company News

Congratulations to Gunnar & Ellie!

Shreds & Meds Day – April 26th

Welcome, Ellie!

Welcome, Cullen!

Welcome, Quentin Rickey!

Market Commentary

2025 2nd Quarter Investment Commentary

Celebrating Independence—Both National and Financial

2025 1st Quarter Investment Commentary

Market Update: March 2025

2024 4th Quarter Investment Commentary

Retirement Planning

2024 IRA & HSA Contribution Deadline

Social Security Benefits Increase by 2.5% for 2025

2024 Key Financial Changes

Social Security Benefit Increase of 3.2% for 2024

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

Tax Planning

The One Big Beautiful Bill – Bite by Bite

Changes to Washington’s Capital Gains Tax: What You Need to Know

2024 IRA & HSA Contribution Deadline

Summary of 2025 Key Financial Changes

The Tax Cuts and Jobs Act (TCJA) and Potential 2026 Tax Changes

Cyber Security

Stay Safe: A Reminder to Be Vigilant Against Phishing Attempts

Red Flags When Transferring Money

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements