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…
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…
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…
Matt’s Minutes – SECURE Act, Roth IRA Conversions & More
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. The commentary in this video reflects the personal opinions, viewpoints and analyses of Richmond Brothers employees, and should not be regarded as advisory services provided…
Matt’s Minutes May 2019
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). Unable to watch? View the Closed Captions here. The commentary in this video reflects the personal opinions, viewpoints and analyses of Richmond Brothers employees, and should…
RB Advisors, Matt & Dan, Complete Semi-Annual Training Through Ed Slott & Company, LLC
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 at Ed Slott and Company, LLC in Dallas, Texas earlier this month. The workshop provided in-depth technical training on advanced retirement account planning strategies, estate…
Matt’s Minutes April 2019
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 reflects the personal opinions, viewpoints and analyses of Richmond Brothers employees, and should not be regarded as advisory services provided by Richmond Brothers, and are…
Welcome 2019 Client Advisory Board!
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 able to watch? View the Closed Captions here. The commentary in this video reflects the personal opinions, viewpoints and analyses of Richmond Brothers employees, and should…
Matt’s Minutes March 2019
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 reflects the personal opinions, viewpoints and analyses of Richmond Brothers employees, and should not be regarded as advisory services provided by Richmond Brothers, and are…
Matt’s Minutes February 2019
Matt covers how the markets have performed year to date as well as how Richmond Brothers’ aggregate equities have performed in this month’s edition of Matt’s Minutes. Click here to view January’s edition of Matt’s Minutes. Prefer to read instead? Get the Closed Captions here! The commentary in this video reflects the personal opinions, viewpoints and…
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