Apr 15, 2024 Welcome, Liz Stokes!

All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest team member, Liz Stokes. Liz is part of our awesome client services team in our Yakima office.

We asked Liz to tell us a little about herself below:

Share a picture of something important to you and why it is important to you.
These are my babies- human and fur. They make each day worth living, and I love being their mom.


Describe an interesting hobby or pastime that you have.
I love to go mushroom hunting! I have always loved being in the mountains, so I was immediately hooked when my husband introduced me to morel mushroom hunting about 12 years ago. It’s like an easter egg hunt for adults!

What’s something that you’ve always wanted to try or learn?
I would love to learn to communicate in American Sign Language. I’ve thought about it for a long time and feel there’s a need for it in our community.

Would you say you’re more of an extrovert or an introvert?
I call myself an outgoing introvert. If given the choice, I will stay home in my sweats and turn off all the distractions, but I love socializing and networking when the opportunity presents itself.

What’s a cause that you are passionate about?
The YWCA is near and dear to my heart. We participate in the Yakima Mile as a family, and I try to attend the annual luncheon each year. Verlyn Best is my idol.

What’s the best trip you’ve ever been on and why?
1. In 8th grade, I was given the amazing opportunity to travel to Australia with my family, through Rotary. We explored several cities within two incredible weeks. Diving the Great Barrier Reef, and watching the bats fly out from under the trees at dusk are things I will never forget. I even *almost* convinced my dad to adopt a baby kangaroo to bring back to the States with us.
2. There’s just something magical about that Hawaii air. Two years ago, we took our kids to Maui, and it took some serious self-control to get back on the plane to come home. I’m fairly certain this was the first and last time all 3 of them got along for ten days in a row.


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Market Commentary

2024 1st Quarter Investment Commentary

2023 4th Quarter Investment Commentary

2023 3rd Quarter Investment Commentary

2023 2nd Quarter Investment Commentary

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Retirement Planning

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Social Security Benefit Increase of 3.2% for 2024

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Medicare Open Enrollment for 2023 Begins October 15th

Social Security Benefit Increase of 8.7% for 2023

Tax Planning

2024 Key Financial Changes

2023 1099 Release Information

2023 Year-End Tax Planning

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UPDATE: Washington State Long Term Care Payroll Tax

Cyber Security

Red Flags When Transferring Money

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements

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Important Disclosures

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