Posts by Richmond Brothers
Matt’s Minutes: July Happenings & U.S. Credit Rating? [August 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, sums up July market events and discusses the recent downgrade for the U.S. credit rating. Or check out the Closed Captions…
Read MorePower of Gratitude [Richmond Refreshers]
While we can’t control what happens in the world, we do certainly have control over how we respond. Here’s a great reminder about the power of gratitude from our CEO…
Read MoreMatt’s Minutes: Context of current environment? [July 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the recent environment and the top things we are watching for our family of clients. Do you remember what happened…
Read MoreMatt’s Minutes: Crisis Averted? [June 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers discusses the debt deal recently signed by our President and what’s next. Or check out the Closed Captions here! Richmond Brothers…
Read MoreHeadline Frenzy [Richmond Refreshers]
Here are three ways to keep negative news from throwing you off from our Associate Financial Advisor, Steve Kulchinski. The commentary in this video reflects the personal opinions, viewpoints and…
Read MoreMatt’s Minutes: Solutions to Market Volatility? [April 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers covers what happened in March and some events to look forward to with Richmond Brothers. Or check out the Closed Captions…
Read MoreWelcome, 2023 Client Advisory Board!
As you have likely heard, Richmond Brothers has been using the extremely valued knowledge of a small group of clients each and every year since 2011. Our Client Advisory Board…
Read MoreTax Time [Richmond Refreshers]
Here are some things you can do to set yourself up for a win this tax season if you haven’t yet filed! Sources: https://www.fidelity.com/tax-information/tax-topics/ubti https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/taxes/form-990-T-fact-sheet.pdf The commentary in this video…
Read MoreMatt’s Minutes: SVB Bank & More [March 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers covers what happened in March and some events to look forward to with Richmond Brothers. Or check out the Closed Captions…
Read MoreMatt’s Minutes: In the Headlines [February 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers covers the headlines as we head into March. Or check out the Closed Captions here! Sources: Research Reports The commentary in…
Read More