Stay Informed for Your Financial Future


Follow our blog to keep up to date on the latest financial news and information.

Intentions for a New Year [Richmond Refreshers]

How are those New Year resolutions going? If they aren’t sticking, or even if they are, this is a great informative clip with our Senior Financial Advisor, Dan Vredeveld, to help you either set a direction for self-improvement or just refresh your focus. Or check out the Closed Captions here! Sources: The commentary in this…

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Bonds: historical losses were reached in 2022, so what’s the outlook for 2023? (From the desk of David Richmond, Chairman & Co-Owner)

Did you think that bonds were a relatively fool-proof investment – one that you just put in your portfolio for a conservative option because you knew even if it lost, it wouldn’t be much? Well, 2022 proved those who held that sentiment very wrong. Global bonds were down a whopping 16.4% in 2022. Before last…

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Matt’s Minutes: Year-End 2022

Matt Curfman, CFP®, President & Co-Owner of Richmond Brothers reflects on the year-end results for 2022. In addition, he covers an important update on the Smoother Ride strategy and the Secure Act 2.0. Or check out the Closed Captions here! Sources: Research Reports YCharts https://www.cnbc.com/2022/12/29/stock-market-futures-open-to-close-news.html The commentary in this video reflects the personal opinions, viewpoints…

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7 Things to Know Now About the Secure Act 2.0

Matthew Curfman, CFP, President & Co-Owner of Richmond Brothers, covers 7 points that caught our interest since Congress passed some new legislation as of December 23, 2022. 0:25 What Secure Act 2.0 is 1:10 When provisions become effective 1:33 RMD age increased 2:14 Missed RMD penalty decreased 2:48 Qualified Charitable Distributions 3:22 SEP/SIMPLE IRA allowing…

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Matt’s Minutes: CPI, Interest Rates, Smoother Ride & More [December 2022]

Matt Curfman, CFP, President & Co-Owner of Richmond Brothers reflects on some historical data regarding the Consumer Price Index and its relation with inflation. In addition, he covers an important update on the Smoother Ride option and more! 0:06 Feedback on Matt’s Minutes videos 0:36 Market movement causes 0:51 Midterm election results 1:20 Consumer Price…

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2022 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 up to $1500 in matching funds overall to our community. Richmond Brothers’ team has voted for the 2022 recipients of our matching program and we…

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How well do you know Richmond Brothers’ Team? [November 2022 Contest]

UPDATE: This contest is now closed. Jessica is not multilingual in 5 languages. Congratulations, Kathy! If you’re in our family of clients, you know we ask a lot of questions about you. We’ve always believed that you’re way more than just an account number; we are passionate about connecting with you one-on-one outside of just…

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Matt’s Minutes: Year-End Suggestions

Matt Curfman, CFP, President & Co-Owner of Richmond Brothers discusses how the markets have been performing and what you should consider as the year winds down should you have any market losses in your portfolio. 0:23 Stock market volatility drivers 0:55 Inflation and the housing market 1:31 Midterm elections 1:43 Quarterly earnings from companies 2:04…

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Tax Loss Harvesting [Richmond Refreshers]

With the volatility of 2022, there are actually some opportunities you may be able to “collect” on. Do you own taxable accounts (or non-retirement investment accounts) that have lost value? Do you want to become more tax efficient? If so, make sure to tune in below to learn how you can potentially help turn investment losses…

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How much do you really know about inflation?

Pop quiz. Are these statements true or false? Any time food or gas prices go up, we’re seeing inflation at work. Inflation is always bad for the economy. The consumer price index (CPI) and the personal consumption expenditures (PCE) price index are measures of inflation. Believe it or not, not one of those is a…

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