Blog Investment & Financial News

Happy Retirement!

We want to wish our fantastic Client Service Representative, Debbie Risk, a very happy retirement! Debbie’s last day with us was Friday, March 12th. We wish her the best! When you visit the Richland office, you will now be greeted by our newest Client Service Representative, Jacqueline Cremen.

The American Rescue Plan Act Summary

The American Rescue Plan Act (ARPA) was passed and signed into law last week to provide additional relief to individuals and businesses. Below is a summary of a few of the key pieces of the act. If you have any questions on how these provisions may affect you, please feel free to reach out to…

Taking Advantage of Employer-Sponsored Retirement Plans

Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you’re not participating in it, you should be. Once you’re participating in a plan, try to take full advantage of it.  Understand your employer-sponsored plan  Before you can take advantage…

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…

Company News

Shreds & Meds Day!

Happy Retirement!

Welcome – Jacqueline Cremen

Trusted Contact Request Coming Soon

2020 COVID-19 Resource

Market Commentary

2021 1st Quarter Commentary

2020 4th Quarter Commentary

2020 Third Quarter Commentary

Election Season v. The Stock Market

2020 Second Quarter Commentary

Retirement Planning

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

2016 Changes Coming to Social Security and Medicare

Tax Planning

IRS Delays 2020 Tax Filing Deadline to May 17, 2021

The American Rescue Plan Act Summary

Reminders as you Prepare your 2020 Taxes

2021 Key Financial Data

Consolidated Appropriations Act Provides Relief to Individuals and Businesses

Cyber Security

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101

Beware of Phishing