Posts by Richmond Brothers
Intentions for a New Year [Richmond Refreshers]
How are those New Year resolutions going? If they aren’t sticking, or even if they are, this is a great informative clip with our Senior Financial Advisor, Dan Vredeveld, to…
Read MoreBonds: historical losses were reached in 2022, so what’s the outlook for 2023? (From the desk of David Richmond, Chairman & Co-Owner)
Did you think that bonds were a relatively fool-proof investment – one that you just put in your portfolio for a conservative option because you knew even if it lost,…
Read MoreMatt’s Minutes: Year-End 2022
Matt Curfman, CFP®, President & Co-Owner of Richmond Brothers reflects on the year-end results for 2022. In addition, he covers an important update on the Smoother Ride strategy and the…
Read More7 Things to Know Now About the Secure Act 2.0
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…
Read MoreMatt’s Minutes: CPI, Interest Rates, Smoother Ride & More [December 2022]
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…
Read More2022 Holiday Matching
Want to make YOUR charitable gift go further? Once again, Richmond Brothers is offering matching funds for donations made to each of three local non-profit organizations, for a total of…
Read MoreHow well do you know Richmond Brothers’ Team? [November 2022 Contest]
UPDATE: This contest is now closed. Jessica is not multilingual in 5 languages. Congratulations, Kathy! If you’re in our family of clients, you know we ask a lot of questions…
Read MoreMatt’s Minutes: Year-End Suggestions
Matt Curfman, CFP, President & Co-Owner of Richmond Brothers discusses how the markets have been performing and what you should consider as the year winds down should you have any…
Read MoreTax Loss Harvesting [Richmond Refreshers]
With the volatility of 2022, there are actually some opportunities you may be able to “collect” on. Do you own taxable accounts (or non-retirement investment accounts) that have lost value?…
Read MoreHow much do you really know about inflation?
Pop quiz. Are these statements true or false? Any time food or gas prices go up, we’re seeing inflation at work. Inflation is always bad for the economy. The consumer…
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