Posts by webteam

We are proud to announce we will be launching our improved and easier to use Richmond Brothers’ Client Experience in the coming weeks! Whether you’re actively using our current Investor Experience or not, we know you…

In this month’s market and economic update, Matt covers why holding through the tough markets in the fourth quarter of 2018 was a good decision for clients and more! Plus –…

Richmond Brothers is pleased to announce we have partnered with Lumen Christi’s Advantage program to provide an internship opportunity to high school senior, Jordan Vannest. The LC Advantage is a pilot program that…

Matt covers how RB clients’ equities have performed, as well as how the Fed’s lowering of the interest rate, consumer confidence, and other environmental factors play into how we are managing…

Matt discusses how the SECURE Act may affect retirement accounts, the current “sale” on Roth IRA conversions and more (recorded on Tuesday, July 2). Unable to watch? View the Closed Captions here.…

Matt discusses the volatility of the markets in May as well as Richmond Brothers tactics for safety for our clients in this month’s Matt’s Minutes (recorded on Tuesday, June 4).…

Consistent with our core value of pursuing growth and continuous learning, our Ed Slott Master Elite IRA Advisor Group(SM) members, Matt and Dan, completed their semiannual training with America’s IRA Experts…

Matt discusses the recent market rollercoaster and emotional driven investment decisions in this edition of Matt’s Minutes.  No time to watch? Grab the Closed Captions here! The commentary in this video…

Matt discusses April’s economic and market results as well as why Richmond Brothers is looking to reduce equity exposure for clients in this clip (recorded on Friday, May 10). Not…

Matt discusses the recent market rollercoaster and emotional driven investment decisions in this edition of Matt’s Minutes.  No time to watch? Grab the Closed Captions here! The commentary in this video…