Blog Investment & Financial News
Stay Safe: A Reminder to Be Vigilant Against Phishing Attempts
In today’s digital world, protecting your personal and financial information is more important than ever. As your trusted financial advisor, we want to take a moment to remind you of the importance of staying alert to phishing scams and safeguarding your sensitive data. What Is Phishing? Phishing is a type of cybercrime where scammers attempt…
Will I Owe Estate Tax?
As with most financial planning questions, the answer depends on your personal situation. Right now, several states impose their own estate tax. These include: Connecticut, Washington D.C., Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New York, Oregon, Rhode Island, Vermont, and Washington. If you live in one of these states, whether your estate will owe tax…
Shreds & Meds Day – April 26th
The next Shreds & Meds event will be on Saturday, April 26, 2025, in 2 locations – see below! Leonard Rickey Investment Advisors is helping to Sponsor the Yakima Shreds and Meds Day. We invite you to participate and safely dispose of statements, old tax returns (Older than 7 years), and other sensitive information. You…
2024 IRA & HSA Contribution Deadline
You still have time to contribute to your Traditional IRA, Roth IRA, SEP IRA, and HSA accounts for 2024. Contributions are due by the earlier of April 15, 2025, or the filing date of your tax return. For 2024, you can contribute up to $7,000 to your Traditional or Roth IRA and an additional $1,000…
Welcome, Ellie!
All of us at Leonard Rickey Investment Advisors want to welcome and introduce Ellie Buntin! Ellie graduated from Indiana University Indianapolis with a degree in accounting and finance. She spent the last year in public accounting and received her CPA license. 1. What would your perfect weekend look like? My perfect weekend would be…
Welcome, Cullen!
All of us at Leonard Rickey Investment Advisors want to welcome and introduce Cullen Luckett! Cullen started working at Leonard Rickey Investment Advisors in December 2024. He graduated from the University of Nevada Reno in 2018 with a bachelor’s degree in business administration with a major in Finance. He spent the last 4.5 years in…
Market Update: March 2025
As of March 13, the S&P 500 declined 10.1% from its all-time closing high in mid-February. Many investors have started to worry about the prospect of further declines. As of now, the decline appears to be fairly typical. Corrections are generally sharp and fast and serve to refresh fear. The current 10% decline in the…
2025 1st Quarter Investment Commentary
Uncertainty around tariffs sent the S&P 500 down more than 4% in the 1st quarter Technology stocks posted their worst quarter since 2020, while non-US stocks, value stocks, and defensive sectors led other sectors. Bonds also provided safety. On April 2nd, US tariffs were announced that exceeded investor expectations. This led to a market decline…