Posts by Richmond Brothers
Causes Close to Our Hearts: Help Us Give Back This Holiday Season
You nominate. Together, we choose. Richmond Brothers gives. The holiday season is a time for giving, gratitude, and celebrating the people and causes that make a difference in our lives.…
Read MoreAre We in an AI Bubble? What Should Retirement Investors Consider?
As we move into November 2026, artificial intelligence continues to be one of the biggest stories in the investment world. Companies are spending billions of dollars developing AI technology, and…
Read MoreIf Earnings Growth Slows, What Does That Mean for Your Retirement?
As we head into November, investors are paying close attention to corporate earnings. Companies have reported strong growth, but questions are emerging about whether that pace can continue, particularly as…
Read MoreIf You’re Giving to Charity Anyway, Should the Money Come From Your IRA?
For many people, charitable giving is part of what they do each year. They may support their church, a local organization, their alma mater, or a cause that has been…
Read MoreWhat We’re Watching as Year-End Retirement Planning Approaches
When stock prices remain high and there’s still plenty to worry about, it’s natural to wonder how those two things fit together. If you’re approaching retirement or already retired, you…
Read MoreBefore You Keep the Same Medicare Coverage for 2027, Take Another Look
If your Medicare coverage has worked well for you this year, you may already be thinking you’ll just keep everything the same for 2027. And that may turn out to…
Read MoreA Quick Reminder About Investment Scams
We came across a recent investor bulletin from the SEC, FINRA, and several other financial regulators that we thought was worth sharing. One of the biggest takeaways was just how…
Read MoreMaking a Big Purchase in Retirement? Ask These 5 Questions First
You spend a lot of your working years saving for retirement. Then retirement arrives, and at some point the questions begin to change. Instead of wondering how much you should…
Read MoreWhat Does a ‘Wall of Worry’ Mean for Your Retirement Plan?
Inflation. Oil prices. Interest rates. Global conflict. Midterm elections. There always seems to be another reason to worry. When you are approaching retirement or already living in it, those headlines…
Read MoreBuilding What’s Next: Congratulations to 2026 Forerunners Scholarship Recipient Ryan
We’re excited to introduce you to Ryan, Richmond Brothers’ 2026 Forerunners Scholarship recipient! This fall, he’s beginning his college experience at Rochester Institute of Technology (RIT) in Rochester, New York,…
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