Posts by webteam

We wanted to announce that Hunter Richmond, Dave’s son, will be joining Richmond Brothers for the next couple of weeks in an effort to pursue his growth and continuous learning.…

We are happy to introduce you to our newest Richmond Brothers’ team member, Adriaan van Wyk! Adriaan will be joining our advisory team while studying for licensing and other examinations for the…

Earlier this month, our advisors Matt, Dan and Steve, completed their semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a virtual workshop. The…

As you may recall, we have been utilizing the awesome expertise of a small, representative group of clients each and every year since 2011 to help us develop Richmond Brothers so that…

Matthew Curfman, CFP®, President & Co-Owner at Richmond Brothers, Inc., covers the rough final week of February and how it compares to history. He also discusses moves that Richmond Brothers made…

Here at Richmond Brothers, we live and breathe around financial concepts and tools on a daily basis, but we understand not everyone is as inundated with the same things as we…

Matt covers Richmond Brothers’ thoughts on the markets towards the end of January as well as what you need to know about Roth IRA conversions, Required Minimum Distributions, beneficiaries, and more!…

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…

Effective January 1, 2020, there will be some big changes for retirement planning due to the SECURE Act that was recently passed. Richmond Brothers is up to speed on all of the…

Effective January 1, 2020, there will be some big changes for retirement planning due to the SECURE Act that was recently passed. Richmond Brothers is up to speed on all of the…