Posts by Richmond Brothers
Medicare 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…
Read MoreIRS Delays Mandatory Roth Catch-Up Rule Until 2026 [Richmond Refreshers]
The IRS announced they are giving employer plans two additional years to comply with the controversial rule requiring that “catch-up contributions” for certain high-paid employees be made on a Roth…
Read MoreMatt’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 More