Blog Investment & Financial News
First Annual Leonard Rickey Founders Scholarship
Ben Rickey was honored to present our first annual Leonard Rickey Founders Scholarship through the West Valley Dollars for Scholars at West Valley High School in May. Leonard was one of the founding members of the West Valley Dollars for Scholars in 1994. This years recipient is Jack Warren. At the event, WVDFS awarded just under $60,000…
NAPFA Conference
Last year, I joined the National Association of Personal Financial Advisors (NAPFA). It is the country’s leading professional association of fee only financial advisors. It requires substantial continuing education as well as adherence to a Code of Ethics and a yearly attestation to a Fiduciary Oath. It has been a tremendous resource for our entire Firm. …
Rotary Friendship Award
Dirk Bernd received the Rotary Friendship & Fellowship Award for SW Rotary. The Rotarian Moto is Service Above Self. Dirk received this award in recognition for his many hours of volunteer work, including organizing a yearly blanket drive in the Yakima Valley. Dirk was nominated by his fellow club Rotarians and was presented his award…
Susan Completes Masters Program
Susan Van Tress recently completed the requirements to receive her Masters of Science Degree in Management and Leadership. The program was over 30 credits and included courses in Management Communication, Ethical Leadership, Data-Driven Decision Making and more. Susan completed the program in under 2 years while juggling home life and the excellent work she does for our…
Ben at LINC Conference
Pictured above, Ben Rickey with former Prime Minister, David Cameron Ben Rickey recently returned from the LINC TD Ameritrade conference held in San Diego, California. This conference provides advisers with opportunities to learn about the latest industry trends and business solutions. Keynote headliners included former Prime Minister David Cameron and cybersecurity expert Keren Elazari. In addition, Ben…
4th Quarter 2016 Commentary LRIA
· President-elect Donald Trump’s election win had a big effect on the financial markets · U.S. stocks hit to new all-time highs while other classes like gold, bonds and non-U.S. stocks suffered after Trump’s win · The trend in U.S. stocks remained positive. Non-U.S. earnings started to pick up and investors expected increased earnings…
2017 Key Tax Information
It’s a brand new year and before you know it, it will be time to start working on your taxes. Whether you anticipate a refund coming and plan to file as soon as possible, or you’re going to wait until the last minute to delay paying a hefty tax bill, tax season always involves collecting necessary documents and…
1st Quarter 2017 Commentary
Leonard Rickey Investment Advisors Market Summary The rally from the fourth quarter of last year continued into the start of the first quarter as investors continued to bet on the Trump administration’s policies to cut taxes, reduce regulation and increase infrastructure spending. U.S. stocks, as measured by the S&P 500 Index, were up over 6%…