Tariffs, Market Volatility & Momentum: May 2025 Market Update [Matt’s Minutes May 2025]
In this May 12 market update, Matt Curfman, CFP, CEO & Co-Owner of Richmond Brothers, shares insights on trade deal developments with China, the latest tariff-related uncertainty, and how the “Smoother Ride” strategy is holding up in volatile markets. With markets rebounding from a rocky Q1, Matt discusses where momentum is building—and where caution is…
Smarter Retirement Investing: How to Tune Out Market Hype and Stay on Track
📽️ Watch Now: Smarter Investing—Math Over Market HypeIn this information-packed 1-hour session, you’ll learn how a math-driven, rules-based strategy may help reduce risk and bring more confidence to your investment plan. Feeling overwhelmed by market noise? You’re not alone. Whether you’re preparing for retirement or already living it, today’s 24/7 news cycle and volatile headlines…
Are You 60 to 63? You May Be Eligible for a Powerful Retirement Boost
🎥 Watch this 4-minute video to learn about a limited-time opportunity that could strengthen your retirement strategy in 2025: If you’re like many people nearing retirement, especially between the ages of 60 and 63, you might be wondering:“Have I saved enough?”“Is there anything else I should be doing before I retire?” At Richmond Brothers, we…
How could stagflation impact you?
The economy continues to evolve in complex ways. Inflation is still sticking around, and growth seems to be slowing, which has some folks raising concerns about the possibility of stagflation. That’s when inflation rises, the economy slows down and unemployment goes up — a situation the U.S. struggled with in the 1970s.1 For those nearing…
Concerned About Future Healthcare Costs? Here’s One Smart Way to Prepare
As healthcare expenses continue to rise, many pre-retirees and retirees are understandably concerned about how to cover medical costs in the future—without derailing their retirement plans. One powerful yet often overlooked strategy is using a Health Savings Account (HSA). HSAs offer triple tax advantages that make them a unique tool in your long-term financial strategy:…
Critical Changes for 2025: Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps
Nothing Is Certain Except Death, Taxes… and Beneficiary Mistakes? It’s an uncomfortable reality, but if you’re married, there will come a time when either you or your spouse will be faced with life’s most difficult transition — and the financial decisions that come with it. Unfortunately, mishandling inherited IRAs is a very common and costly…
Is Now the Right Time for a Roth Conversion?
With markets bouncing around and tax laws constantly shifting, many investors are asking the big question:“Should I convert to a Roth IRA right now?” 👉 Watch this short video from Dan Vredeveld, Senior Financial Advisor at Richmond Brothers, to learn how market volatility may create opportunity—and how to know if it’s the right move for…
A fresh take on client conversations
At Richmond Brothers, we believe that teamwork truly makes the dream work. It’s more than a saying—it’s the foundation of how we serve our amazing family of clients. We’re always looking for ways to enhance what we call the Ultimate Client Experience, and recently, we made a small but meaningful update that reflects just that….
Avoid These Common IRA Rollover Mistakes
Thinking about rolling over an IRA? Whether you’ve changed jobs, retired, or inherited an IRA from a spouse, it’s important to understand the rules before making any moves. An IRA rollover might sound simple, but there are some surprisingly easy ways to get tripped up—and the consequences can be costly. From missing key deadlines to…
Taming Market Uncertainty: The Power of Boring Investments [Matt’s Minutes April 2025]
Join Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, and his trusty sidekick Oliver, in this month’s edition of Matt’s Minutes as they break down the key financial highlights of the first quarter of 2025. Discover how “boring” investments can be your safety net amid market uncertainty, and learn about the benefits of Richmond…
Let’s Get Started
Fill out the form below to schedule your one-on-one meeting with Richmond Brothers. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
