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Archive for March 2024

Welcome to the newest addition on our team, Riley!

By Richmond Brothers | March 19, 2024 | 2

We are excited to announce that Riley Hestwood has joined Richmond Brothers’ service team! We are committed to continuing to serve our clients in an exceptional manner and Riley’s arrival is…

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Using Safety Nets to Navigate the Highs and Lows of the Financial Market in a Presidential Election Year

By Richmond Brothers | March 5, 2024 | 1

Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, provides insights on the current market highs and investment strategies for 2024. The market is breaking through the barrier from more…

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Recent Posts

  • Determining Tax on Roth IRA Distributions
  • Lower interest rates. Now what?
  • To convert or not convert? [Richmond Refreshers]
  • Leaving a Legacy: Life Insurance vs. Roth IRAs
  • What you should know about interest rates [Richmond Refreshers]

Recent Comments

  • Richmond Brothers on Concerned about future healthcare costs?
  • Richmond Brothers on Concerned about future healthcare costs?
  • Richard Ingraham on Concerned about future healthcare costs?
  • Sharon Adams on Markets never grow in a straight line [Matt’s Minutes April 2024]
  • Kathryn Keersmaekers on Using Safety Nets to Navigate the Highs and Lows of the Financial Market in a Presidential Election Year

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Privacy Notice | 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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Jackson, MI 49202
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Richmond Brothers, Inc. is an SEC Registered Investment Adviser.

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