Blog Investment & Financial News
Does It Still Make Sense to Hold I-Bonds?
Last year we wrote a blog on Series I Savings bonds, also known as I-Bonds. At the time, they offered an appealing interest rate of 9.62% due to the high inflation rate. We wrote, “If you have extra cash on the sidelines over your rainy-day fund, consider purchasing I-Bonds to help your money keep up…
Do I Need Disability Insurance?
In the US, there are 51 million working adults without disability insurance. Loss of income due to disability is a risk that should not be overlooked. If you lose your income suddenly, are you prepared? Perhaps you could live off your emergency fund for 3-6 months but what about after that? Losing your income with…
Employee Spotlight: Dirk Bernd
This month we are highlighting Dirk Bernd. Dirk has been with Leonard Rickey Investment Advisors for almost 8 years and works out of our Yakima office. Get to know more about Dirk below! Share a picture of something that is important to you. Why is it important to you? Pretty easy one, my family. Here’s…
Congratulations, Gunnar!
We would like to take a moment to congratulate Gunnar Harrison on moving into the role of Associate Advisor! He will begin working with clients under the direct supervision of their current advisors. Gunnar started working at Leonard Rickey Investment Advisors in August 2021 as a paraplanner. He graduated from Central Washington University in 2019…
FAFSA Changes Coming
Written by Guest Contributor: Brady Woodford along with Chelsie M. Smith, CFP® What is FAFSA? Started in 1992, the Free Application for Federal Student Aid (FAFSA) is a form the federal government provides for upcoming and returning college students to apply for financial aid. FAFSA provides students and families with fixed-rate federal loan options or grants…
Employee Spotlight: Susan Van Tress
This month we are highlighting Susan Van Tress, our Chief Operations Officer. Susan has been with Leonard Rickey Investment Advisors for 23 years and works out of our Richland office. Get to know more about Susan below! If you could pick any superpower, what would it be and why? I would have the power to…
Employee Spotlight: Molly Hoff
If you haven’t had a chance to get to know Molly in our Yakima Office, here is your chance to learn some fun facts about her. She has been with Leonard Rickey Investment Advisors since 2005! Thank you for all you do! Q: What do you love most about your job? A: The people…
2023 2nd Quarter Investment Commentary
The S&P 500 broke out of its yearlong trading range, producing positive returns for the third quarter in a row. Excitement around artificial intelligence propelled growth stocks to outsized gains. Economic data came in better than expected as growth continued to be resilient, and inflation continued to moderate. Our technical indicators were positive while our…