Blog Investment & Financial News
2017 Key Tax Information
It’s a brand new year and before you know it, it will be time to start working on your taxes. Whether you anticipate a refund coming and plan to file as soon as possible, or you’re going to wait until the last minute to delay paying a hefty tax bill, tax season always involves collecting necessary documents and…
Proposed Taxes in 2017
Proposed Taxes in 2017 One of the biggest financial implications of the 2016 election outcome could be the potential effect on tax legislation. 2017 could be the first year of major tax reform in quite some time. It remains to be seen if any of the potential changes being discussed have a chance to be implemented; however,…
Ben Rickey obtained the CPWA
Benjamin J. Rickey, CIMA, CFPÂ recently obtained the Certified Private Wealth Advisor designation, which is the only advanced designation designed for financial advisors who work with high-net-worth clients on the life cycle of wealth. The CPWA marks identify those individuals who have met the experience requirements and have successfully completed coursework in advanced wealth management strategies…
2016 Financial Forum Video
Thank you to everyone who joined us at our 2016 Financial Forums. We had a wonderful event and hope you found it educational and enjoyable. If you were unable to attend, you can still watch the Market Commentary Presentation below. And if you’re looking for a great read over Thanksgiving break, pick up a copy…
LRIA 3rd Quarter Market Commentary
The S&P 500 broke above its two year trading range in July Stocks posted positive gains, led by non-U.S. stocks Elections typically don’t have long-term effects on markets however they do bring short-term uncertainty We don’t invest in Presidents. We invest in companies. The fundamentals of those companies matter the most in the long run…
The Effect of the Election on Your Portfolio
With the presidential election only a few weeks away, investors may be wondering how their portfolios could be affected by this year’s outcome. Most Americans have an unfavorable view on the federal government. Only 19% say they can trust the government always or most of the time, among the lowest levels in the past half-century[1].…
Train for Your Financial Success
The 2016 Summer Olympic Games conclude this week in Brazil. Whether or not the athletes walked away with a medal, just getting to the Olympics takes years of hard work and something that’s been called the “Olympic Mind Set”. This mindset includes embracing healthy living, seeking success, and believing in themselves. It also includes a…
4th Quarter 2016 Commentary LRIA
·      President-elect Donald Trump’s election win had a big effect on the financial markets ·      U.S. stocks hit to new all-time highs while other classes like gold, bonds and non-U.S. stocks suffered after Trump’s win ·      The trend in U.S. stocks remained positive. Non-U.S. earnings started to pick up and investors expected increased earnings…