Stay Informed for Your Financial Future


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

Honoring Neil Childs this Veteran’s Day

This Veteran’s Day, we are honored to feature veteran Neil Childs, who dutifully served our country for a total of 10 years. We are extremely grateful for his huge commitment to our country and it is with great pleasure that we introduce you to Neil and his veteran story below. With the Vietnam War underway,…

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Congratulations to Steve

Exciting News!  After nearly a year working with Richmond Brothers and our advisory team, learning the ropes, sitting in on meetings and more, Steve Kulchinski is opening up his calendar to meet with our fantastic family of clients. As you may recall, Richmond Brothers welcomed Steve Kulchinski to our team following John “GB” Richmond’s departure…

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Client Experience: Where is it!?

As you know, we’ve been excited to launch our improved and easier to use Richmond Brothers’ Client Experience (see blog post here). While we were initially expecting to roll out in mid-October, we must announce that our time frame has been extended. We are working with our developers to ensure that the launch of the Client Experience…

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Matt’s Minutes September 2019

Matt discusses Richmond Brothers’ performance year-to-date through the end of the third quarter and how it compares to the broad-based indices. In addition, he covers some thoughts about the current “scary” headlines. For curiosity purposes and with the idea being thrown around a lot recently, what happened with the markets following President Clinton’s impeachment? Find…

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Matt, Dan and Steve Complete Advanced Training Through Ed Slott & Company, LLC

Matt, Dan and Steve completed their semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Dallas in September. The workshop provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques and new tax laws, as well as a proactive look at legislation currently being considered by Congress that…

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Congratulations 2019 Forerunners Scholarship Recipient!

Richmond Brothers is pleased to announce that this year’s Forerunners scholarship recipient was awarded earlier this month. If you are unfamiliar, the Forerunners is an association of retirees from CMS affiliated companies. Mackenzie Finley of Brooklyn received a $1000 scholarship through her grandmother’s affiliation with the group. Mackenzie has dreams of becoming a theatrical performer and is…

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Coming Soon: Updated Richmond Brothers Client Experience

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 will find this updated informational portal to be instrumental to help you stay connected to your financial picture. The newly improved Client Experience will feature updates including: the ability…

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Matt’s Minutes – August 2019

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 – make sure to watch to the end for a special surprise! Want to read instead? Get closed captions here The commentary in this video reflects the…

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Welcome to our Lumen Christi Intern, Jordan!

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 will run 18 weeks, commencing in December. Jordan will be assisting in special projects including administrative and marketing assignments. As the captain of the LC Varsity…

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Matt’s Minutes July 2019

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 clients’ portfolios in this 7-minute clip. No time to watch? Get the “closed captions” here. The commentary in this video reflects the personal opinions, viewpoints and…

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