Posts by Richmond Brothers
Things to Ponder: Matt’s Minutes [January 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, covers some of his favorite passages from one of his favorite books, The Psychology of Money. Learn why these might be…
Read MoreRichmond Brothers’ 2023 Charitable Gifting
As many of you know, Richmond Brothers’ team is dedicated to making a difference in the lives of others. Our day to day activities allow us to do that by…
Read MoreMatt’s Minutes: Headline Envy? Missed the Rally? You’re not alone! [December 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses why those of you who “missed the boat” with the recent market rally are in good company. He also covers…
Read MoreMatt’s Minutes: Diversification is the…enemy? [December 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses Jim Cramer’s statement that diversification is your enemy in this month’s Matt’s Minutes clip! Or check out the Closed Captions…
Read More2023 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 MoreMedicare 101 Recap
Earlier this month, Clay Carroll, volunteer extraordinaire at the Jackson County Department on Aging, provided our community with some invaluable resources to help navigate the puzzle of Medicare. This presentation…
Read MoreMatt’s Minutes: Disconnected? [November 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, covers the current market and environment and why they feel disconnected. Learn more in this month’s Matt’s Minutes clip! Or check…
Read MoreHidden Value in Uncertainty [Richmond Refreshers]
We all hate the feeling of uncertainty. As humans, we’re hard-wired to prefer certainty and predictability. Uncertainty is a part of life, but there is power hiding inside uncertainty. Last…
Read MoreMatt’s Minutes: More debt ceiling talks? [October 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, covers the environment in the third quarter and the broad market performance. What does Richmond Brothers feel is ahead? Find out…
Read MoreMatt’s Minutes: 4th Quarter Optimism? [September 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, covers the month of August in the markets and why there may be some optimism as we look out to the…
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