Archive for October 2024
Did you miss your chance on a high-flying stock?[Richmond Refreshers]
FOMO in investing is real, and it can hit hard. You might hear about an individual stock soaring to new heights. Perhaps you keep seeing headlines about how some tech…
Read MoreThe Real Deal on Interest Rates & Market Trends [Matt’s Minutes October 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, provides insightful economic updates and market trends, including discussions on inflation, the Federal Reserve’s decision to lower rates, geopolitical tensions, corporate…
Read MoreConsidering Gifting to Charity?
As we enter the holiday season, many are in the spirit of giving. A qualified charitable distribution, or QCD, is a solution many IRA owners age 70½ and older consider…
Read MoreDetermining Tax on Roth IRA Distributions
When you opened your Roth IRA account, you may have assumed all distributions would always be tax-free. This, however, is a common misunderstanding that can leave you in a world…
Read MoreLower interest rates. Now what?
The Federal Reserve recently voted to cut interest rates, shaving 0.5% off the benchmark .1 Markets rallied exuberantly at the news, reaching new highs.2 Why did the Federal Reserve cut…
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