Blog Investment & Financial News
Tax Changes
This holiday season wouldn’t be complete without a quick discussion on the recent Tax Bill passage. The Tax Cuts and Jobs Act (TCJA) of 2017 promises something for everyone. For most individuals and couples, this bill is really just a tweak to the current system. For Businesses and Corporations, this is a major change. To…
Time is Running out for the SIMPLE Retirement Option
Time is Running out for the SIMPLE Retirement Option Are you considering starting a retirement plan for your small business? Have under 100 people and want to make it easier to get them enrolled? Then you only have a couple of days left to establish your SIMPLE Retirement plan. They must be established by October…
Equifax Security Breach
Last week, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach resulting in criminals accessing personal information of approximately 143 million Americans between May and July of this year. The compromised information included names, addresses, Social Security numbers, and dates of birth. In some instances, driver’s license numbers, credit…
LRIA Portal Training-Documents Tab
This quick two minute video will guide you through the Documents Tab which is a quick and convenient way to view statements, reports,and documents we have uploaded for your review. Still haven’t signed up for your new online Portal? It’s easy! Give our office a call and then watch our quick “Getting Set Up” video. We’re happy to answer…
LRIA 2nd Quarter Market Commentary
U.S. stocks were positive and hit new all-time highs for the fourth consecutive quarter Non-U.S. stocks were also positive and outperformed U.S. stocks Stock volatility remained near record lows. The S&P 500 hasn’t had a 5% correction in over a year The U.S. economy had positive but slow growth. It is currently the third longest…
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. …
3rd Quarter Commentary
Summary of 3rd quarter 2017 commentary U.S. stocks reached new all-time highs for the fifth quarter in a row Volatility in the U.S. stock market remained near record lows The U.S. bull market is the second longest since World War II and U.S. stock valuations look high We are making significant changes in your…