Blog Investment & Financial News
The Tax Cuts and Jobs Act (TCJA) and Potential 2026 Tax Changes
The current tax code enacted in 2017 by the first Trump administration is called the Tax Cuts and Jobs Act and is scheduled to sunset in 2025. This means that starting in 2026, we will revert to the pre-Tax Cuts and Jobs Act tax code unless some or all the provisions extended. We could get…
Schwab 1099 Release Dates for 2024
Schwab uses a phased approach to get tax forms out quickly and minimize corrections. All original tax forms will be available between January 31, 2025, and February 28, 2025. 1099 Composites for Brokerage accounts will be available on the following dates depending on the holding in your account: January 31st February 14th February 28th 1099-R…
New Statements – Launching 1st Quarter of 2025
We’re excited to announce the release of your new quarterly statements, designed to be more concise and streamlined. By cutting down on excess details, we’ve made it easier to stay informed without the clutter. We hope you find this new format helpful and look forward to any feedback you may have! Click here to preview…
2024 Year-End Tax Planning
The window for many tax-saving opportunities closes on December 31st. It’s important to evaluate your tax situation while there’s still time to affect your bottom line for the 2024 tax year. Your specific circumstances should be considered, so please reach out if you have any questions. Charitable Contributions There are a couple of ways to…
2024 Turkey Trot
Leonard Rickey Investment Advisors is proud to be a sponsor of the 2024 Turkey Trot 5k Fun Run to support the Yakima Greenway and Camp Prime Time! You can find out more information and register for the event here!
Our Fall Favorites!
Happy Fall! We asked our team to answer a fall themed question to share some of our favorite fall things with you. We hope you are enjoying this season, and we wish you a Happy Thanksgiving! Ben: Where would you want to travel during Fall? Mountains around Leavenworth are stunning in the fall. Joy: What…
Shreds & Meds Day Yakima – October 26th
MARK YOUR CALENDARS! The next Shreds & Meds event will be Saturday, October 26th from 9am-1pm at the Yakima Chamber of Commerce 10 N 9th St Yakima, WA 98901. 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…
2024 3rd Quarter Investment Commentary
The S&P 500 gained 5.9% in the quarter and reached new all-time highs. Non-US markets saw a strong recovery, particularly in China. The Federal Reserve cut interest rates by 50 basis points in September to support economic growth, which boosted bond prices and led markets to anticipate further easing. The environment for equities remains favorable…