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

Matt’s Minutes: September 2022

Matt Curfman, CFP, President & Co-Owner of Richmond Brothers provides color on how the markets have performed in the third quarter and year to date.0:16 Q3 2022 Market End results 0:28 Uncertainty in markets in 2022 0:44 Short-term Interest Rate increases 0:56 Inflation target and actual numbers 1:20 “Good news” for those drawing Social Security…

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

UPDATE: Thank you to everyone who participated and voted! This contest is now closed. Dan did not grow up on a dairy farm; however, he does have extended family that owns a dairy farm that did supply for Chobani. Congratulations to Mishele! If you’re in our family of clients, you know we ask a lot…

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Matt’s Minutes: August 2022

Matt Curfman, CFP, covers the year-to-date market conditions, what this means for our clients, and what they can look forward to in the month ahead by way of new investment options to consider. 0:18 – What is driving market conditions 1:26 – Federal Reserve & short-term rates 2:03 – What this means for portfolios 3:09…

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Roth Conversions – Does it “cost” you an opportunity?

Have you heard about the opportunity cost argument against Roth conversions? Some believe there is a lost opportunity cost by doing a Roth conversion because they argue that the funds used to pay the conversion tax could have been otherwise invested and that the investment return opportunity is lost. Well, we’re here to dispel this…

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Time Matters, Not Timing (From the desk of David Richmond)

I saw this graph from Brian Feroldi that I thought was worth sharing: One doesn’t know on a particular day or week if the market is going up. And while history isn’t guaranteed to repeat itself, if it is any guide, we know the longer you let the markets work, the more consistent the potential outcome. …

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

UPDATE: Thank you to everyone who participated and voted! This contest is now closed. Our winner was Ruth; Dave has not been to an MSU basketball game at the Breslin Center. 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…

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Matt’s Minutes: July 2022

0:16 – Fed increases the short-term interest rate 1:20 – Quarterly GDP negative two quarters in a row and recession talk 2:04 – Consumer Sentiment along with S&P 500 performance 3:02 – stock indexes and their performance 4:14 – RB thoughts and what you can do now 5:12 – new RB solution for clients – be…

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

UPDATE: Thank you to everyone who participated and voted! This contest is now closed. Matt was the winner! Stephanie’s fib was about Jeff Daniels; while she loves cooking classes, she did not meet him at one. If you’re in our family of clients, you know we ask a lot of questions about you. We’ve always…

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Welcome to our summer Intern, Hunter!

Richmond Brothers is pleased to announce we have an intern joining us this summer, Hunter Richmond. Hunter is David Richmond’s son and he will be tasked with assisting in special projects including administrative and marketing assignments. Hunter just finished his first year studying business at the University of Nevada, Reno. In his free time, he…

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

UPDATE: Thank you to everyone who participated and voted! This contest is now closed. Our winner was Sarah! The fib was about Sharon’s children. She has a son and daughter but they are not twins. If you’re in our family of clients, you know we ask a lot of questions about you. We’ve always believed…

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