Blog Investment & Financial News
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…
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…
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…