Archive for August 2025
4 Market Trends Pre- and Post-Retirees Should Be Watching Right Now
Markets have been anything but quiet this week. Between Fed chatter, market swings, global shifts, and inflation headlines, it can feel like there’s always something new to watch. Whether you’re…
Read MoreDispelling the “Opportunity Cost” Myth About Roth Conversions
It’s back-to-school season — and while the kids are loading up their backpacks, it’s not a bad time for us adults to learn something new, too. One topic we’ve been…
Read More529 Plan vs. Roth IRA: Back-to-School Planning for Education Savings
Back-to-school season is here — and while the kids are busy with backpacks and pencils, it’s a great time to think about something that can make a big difference in…
Read MoreHow (and Why) to Decline an Inheritance — and When It Might Be the Smartest Move
If someone offered you an inheritance, your natural instinct might be to say “Yes, please!” But in certain situations, declining an inheritance could actually be the wisest choice — for…
Read MoreTariffs & Your Money: The Hidden Ripple Effect
What’s your first thought when you hear about new tariffs? Are you hopeful or apprehensive? If you’re like most Americans — and especially if you’re living on a fixed income…
Read MoreCelebrating Cindy’s Retirement – 24 Years of Dedication!
After more than two incredible decades with Richmond Brothers, our dear teammate Cindy Ott is officially retiring on August 15, 2025. Maybe it was a friendly phone call, a thoughtful…
Read MoreBuy-and-Hold vs. Smoother Ride: Which Investment Strategy Makes Sense Now?
Which Market Strategy Fits Today’s Uncertainty? Matt Explains.Trade wars. Tariff deadlines. Even nuclear threats showing up in the headlines. If you’ve been feeling unsettled by the news lately, you’re not…
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