Blog Investment & Financial News
Congratulations to Gunnar & Ellie!
Congratulations to Gunnar Harrison for passing his Accredited Financial Counselor® exam. He constantly strives to expand his knowledge and skills to serve clients better. Great job, Gunnar! Congratulations to Ellie Buntin for passing her Series 65 test and becoming an advisor. Ellie has been studying hard, transitioning from the accounting world to financial advising!…
Changes to Washington’s Capital Gains Tax: What You Need to Know
If you’re planning a significant asset sale, there’s a new update from Olympia you should know about. Washington State has recently passed important changes to its capital gains tax that could affect your 2025 tax bill—especially if you’re among the state’s high earners. Let’s break it down. What’s Changing? On May 20, 2025, Governor Bob…
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…
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…