Blog Investment & Financial News

Guide to Working from Home

Tips and Tricks Working from home can be a big adjustment for some people. This can be especially true for those who are accustomed to routine workdays that include getting up, driving to the office, and sitting behind a desk. Change can be severe, but with the COVID-19 pandemic and the use of “social-distancing,” many…

Coronavirus Aid and Economic Security (CARES) Act Passes

The Coronavirus Aid and Economic Security (CARES) Act was signed into law on March 27th.  While there are many details to work out in implementation, we wanted to run through a couple of the highlights with you.  We start with a few of the provisions that apply to everyone, including the rebate checks.  We follow…

Commentary – Coronavirus 3.19.20

Our everyday lives have changed dramatically over the last few weeks as we work together to minimize the impact of the COVID-19 pandemic. We know these efforts are necessary, but they also have come at a cost. Stocks have entered a bear market and a global recession seems almost certain as people stay home and…

2020 COVID-19 Resource

Important Update Coronavirus Update We Are Prepared and Ready to Help. As the situation with the coronavirus (Covid-19) continues to develop, we want you to know that your team at Leonard Rickey Investment Advisors remains ready to help support you.  In light of local health departments urging “social distancing,” we have implemented several measures of…

Current Situation

Current Situation The spread of the coronavirus (COVID-19) is impacting not just lives but also the financial markets. While much is unknown at this moment, there is one thing we can be fairly sure of: it’s not the last crisis we’ll ever face. Stocks have faced many crises from wars to impeachment to banking crises…

Coronavirus Fears Hit Markets

Coronavirus worries officially enter the market as pessimism has shifted from the impact on China to the outbreak to other countries, like South Korea, Italy and Iran amongst others. The market contracted over 3% today (so far). It is important to note that, although uncomfortable, big drops are normal.  S&P averages more than five 2% drops…

New Changes to Web-Portal Password Requirements

We are committed to protecting your personal and financial data. We have robust software security systems in place and test them regularly. Whenever possible, we use multi-factor authentication (or two-factor authentication). Multi-factor authentication is just as important as having a strong and secure password. In addition to multi-factor authentication, we have specific policies and procedures…

Yield of Dreams: Total Returns vs. Income Investing

When thinking about income in retirement, many investors embrace the adage “never tap growth or touch the principal.” However, generating an acceptable income solely from interest and dividends requires a sizeable portfolio, and isn’t practical, realistic or necessary for many investors. Interest and dividends only: In this approach, you rely on investment income only, without…

Company News

Congratulations to Gunnar & Ellie!

Shreds & Meds Day – April 26th

Welcome, Ellie!

Welcome, Cullen!

Welcome, Quentin Rickey!

Market Commentary

2025 1st Quarter Investment Commentary

Market Update: March 2025

2024 4th Quarter Investment Commentary

2024 3rd Quarter Investment Commentary

Presidential Elections and the Market

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

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

Schwab 1099 Release Dates for 2024

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