Blog Investment & Financial News

Cybersecurity 101

More individuals each year are becoming the target of phishing scams. A phishing scam is where you get an email that appears to be from a company you recognize.  The email tries to get you to click on a link and directs you to a website that works to get you to share sensitive information or install malware on…

Customer Relationship Summary

The Securities and Exchange Commission (SEC) recently required all registered investment advisors to provide a Customer Relationship Summary (CRS) to their clients. This is not a change to your existing advisory agreement. It is available to view on our website.

2020 Second Quarter Commentary

Market Summary The second quarter was nearly a mirror image of the first, as investors’ appetite for safety in the first quarter turned into an appetite for risk in the second quarter. The first quarter saw the fastest ever bear market – down 34% in 20 trading days – before recovering to finish down 20%…

2020 1st Quarter Commentary

  Market Summary The longest bull market in US history came to an end.  Global equities fell into bear market territory due to a worldwide pandemic. The year started well, but as fears about COVID-19 spread and it became clear that there was a severe global pandemic on hand, markets responded quickly and severely. The…

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…

Company News

Congratulations, Glenn!

Congratulations to Gunnar & Ellie!

Shreds & Meds Day – April 26th

Welcome, Ellie!

Welcome, Cullen!

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