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Archive for December 2022

7 Things to Know Now About the Secure Act 2.0

By Richmond Brothers | December 28, 2022 | 0

Matthew Curfman, CFP, President & Co-Owner of Richmond Brothers, covers 7 points that caught our interest since Congress passed some new legislation as of December 23, 2022. 0:25 What Secure…

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Matt’s Minutes: CPI, Interest Rates, Smoother Ride & More [December 2022]

By Richmond Brothers | December 6, 2022 | 0

Matt Curfman, CFP, President & Co-Owner of Richmond Brothers reflects on some historical data regarding the Consumer Price Index and its relation with inflation. In addition, he covers an important…

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Recent Posts

  • Intentions for a New Year [Richmond Refreshers]
  • Bonds: historical losses were reached in 2022, so what’s the outlook for 2023? (From the desk of David Richmond, Chairman & Co-Owner)
  • Matt’s Minutes: Year-End 2022
  • 7 Things to Know Now About the Secure Act 2.0
  • Matt’s Minutes: CPI, Interest Rates, Smoother Ride & More [December 2022]

Recent Comments

  • Traci Spring on 2022 Holiday Matching
  • Kathy Krul on How well do you know Richmond Brothers’ Team? [November 2022 Contest]
  • Chris Baumann on How well do you know Richmond Brothers’ Team? [October 2022 Contest]
  • Judy Newell on How well do you know Richmond Brothers’ Team? [October 2022 Contest]
  • Judy Newell on How well do you know Richmond Brothers’ Team? [October 2022 Contest]

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Privacy Policy | Terms of Use | Disclosure

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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Richmond Brothers, Inc. is an SEC Registered Investment Adviser.

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