Archive for November 2022
2022 Holiday Matching
Want to make YOUR charitable gift go further? Once again, Richmond Brothers is offering matching funds for donations made to each of three local non-profit organizations, for a total of…
Read MoreHow well do you know Richmond Brothers’ Team? [November 2022 Contest]
UPDATE: This contest is now closed. Jessica is not multilingual in 5 languages. Congratulations, Kathy! If you’re in our family of clients, you know we ask a lot of questions…
Read MoreMatt’s Minutes: Year-End Suggestions
Matt Curfman, CFP, President & Co-Owner of Richmond Brothers discusses how the markets have been performing and what you should consider as the year winds down should you have any…
Read MoreTax Loss Harvesting [Richmond Refreshers]
With the volatility of 2022, there are actually some opportunities you may be able to “collect” on. Do you own taxable accounts (or non-retirement investment accounts) that have lost value?…
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