Blog Investment & Financial News

2024 1st Quarter Investment Commentary

The S&P 500 TR Index continued its strong momentum and reached new all-time highs. Momentum often creates momentum, which leaves us optimistic about stocks currently. However, a near-term pullback wouldn’t surprise us. The U.S. economy continued to grow due to a strong labor market, healthy consumer balance sheets, and robust services activity. Due to an…

Spring Clean Your Documents

With Shred Day approaching and in the spirit of spring cleaning, we wanted to share some tips on organizing your files. Remember to dispose of your documents securely. Below is a summary of the key documents to keep and for how long: Income Tax Returns: Keep at least three years of state and federal tax…

2024 Key Financial Changes

Social Security recipients are getting a 3.2% increase in their 2024 benefits. The Medicare Part B premium is increasing from $164.90 to $174.70 per month. The annual exclusion for gifts increases to $18,000 from $17,000 per year per individual. The limitation on deferrals for 401(k), 403(b), and most 457 plans is increased to $23,000 for…

2023 1099 Release Information

Charles Schwab and TD Ameritrade Charles Schwab and TD Ameritrade will be releasing 1099s in waves beginning Mid-January. If you started 2023 with your accounts at TD Ameritrade and now have Charles Schwab accounts, you will most likely receive multiple 1099s. TD Ameritrade and Charles Schwab forms will be available through your Charles Schwab login.…

2023 4th Quarter Investment Commentary

 Stocks ended the year on a nine-week winning streak, as the S&P 500 TR Index erased all the losses in 2022 reaching new all-time highs during the quarter. The year-end rally in stocks was one of the strongest ever and was based on the expectations of a Fed policy rate change and expectations of…

Employee Spotlight – Jacqueline Cremen

Jacqueline (Jackie) Cremen has been with Leonard Rickey Investment Advisors since February 2021 as a Client Service Representative. She started in our Richland office but now works remotely. You can learn some more about Jackie below: What do you love most about your job? What I love the most is the collaboration everyone in LRIA…

2023 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 2023 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…

Red Flags When Transferring Money

Cybercrime and fraud attempts have not slowed down, so we want to share some red flags to look for when transferring money. Leonard Rickey Investment Advisors has security precautions to ensure the funds we manage are as safe as possible. When you request funds, we will verify your identity and verbally confirm transactions with you.…

Company News

Congratulations to Gunnar & Ellie!

Shreds & Meds Day – April 26th

Welcome, Ellie!

Welcome, Cullen!

Welcome, Quentin Rickey!

Market Commentary

2025 2nd Quarter Investment Commentary

Celebrating Independence—Both National and Financial

2025 1st Quarter Investment Commentary

Market Update: March 2025

2024 4th Quarter Investment Commentary

Retirement Planning

2024 IRA & HSA Contribution Deadline

Social Security Benefits Increase by 2.5% for 2025

2024 Key Financial Changes

Social Security Benefit Increase of 3.2% for 2024

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

Tax Planning

The One Big Beautiful Bill – Bite by Bite

Changes to Washington’s Capital Gains Tax: What You Need to Know

2024 IRA & HSA Contribution Deadline

Summary of 2025 Key Financial Changes

The Tax Cuts and Jobs Act (TCJA) and Potential 2026 Tax Changes

Cyber Security

Stay Safe: A Reminder to Be Vigilant Against Phishing Attempts

Red Flags When Transferring Money

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements