DOOM & GLOOM OR CONTINUED GROWTH? [MATT’S MINUTES AUGUST 2018]
Matt gets into his thoughts about the recent media noise in addition to the mid-term election, GDP, private equity firms and more in this month’s short clip. No time to watch? Click here for the closed captions. The commentary in this video reflects the personal opinions, viewpoints and analyses of Richmond Brothers employees, and should not…
MEET OUR RB FAMILY: SHARON
Richmond Brothers team is the almond butter to our jelly, the Simon to our Garfunkel, the wind to our wings. Without our team we never could have accomplished all we have today. It has been some time since we publicly thanked each and every one of them for all they have done, so we wanted…
MATT’S MINUTES JULY 2018
Matt discusses GDP and tariffs in this month’s Matt’s Minutes video clip. In addition, he covers an important reminder for our clients regarding our communications. Rather read than watch? Download 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…
“BACK DOOR” ROTH IRAS OFFICIALLY GET GREEN LIGHT FROM IRS
The IRS recently published some great news, especially for high income earners, regarding “back-door” Roth IRAs. For those of you that are unfamiliar with this term, the back-door Roth allows high income earners to bypass the Roth IRA contribution income limits. It works like this: if you are under 70.5 years of age, you can make a nondeductible…
TARIFFS & TRADE WAR – MATT’S MINUTES JUNE 2018
Matt Curfman, CFP®, President & Co-Owner of Richmond Brothers, Inc. covers how the markets fared the first half of 2018 and what Richmond Brothers thinks as talks of tariffs and trade wars are upon us. Don’t have 5 minutes to watch? You may access the closed captions here. The commentary in this video reflects the personal…
DAN “PROMOTED” TO ED SLOTT MASTER ELITE IRA GROUP℠ MEMBER
We want to officially congratulate Dan Vredeveld, CFP®, on his recent “promotion” (if you will) with Ed Slott & Company. Dan became an Elite IRA Group℠ member back in 2015. For those of you unfamiliar with what exactly an Elite Advisor is, check out this quick video from Ed Slott that explains more here. Over the last three…
MIS CHARITY DINNER RAISES OVER $29,000
As many of you know, Richmond Brothers was honored to be included as a sponsor of the Inaugural MIS Charity Dinner earlier this month. We are excited to announce that the event raised a whopping $29,435! The funds raised will be split between the Henry Ford Allegiance Health Foundation’s Patient Immediate Needs Fund and MIS Cares. …
SALLY AWARDED DALE CARNEGIE HIGHEST AWARD FOR ACHIEVEMENT
As you may know, Richmond Brothers and its team are constantly in pursuit of continuous growth and learning. We were of course excited when Sally, our Director of First Impressions, decided that she would complete the Dale Carnegie Course on Effective Communication and Human Relations/Skills for Success. This 12 week course is designed to help master…
WHY RICHMOND BROTHERS CONTINUES TO HOLD STOCKS – MATT’S MINUTES – MAY 2018
Matt discusses the first quarter results for the market and economy and how that affects Richmond Brothers’ strategies for clients’ portfolios. Can’t watch right now? Download the closed captions here. The opinions expressed in our videos are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or…
MATT COMPLETES MORE ADVANCED TRAINING WITH ED SLOTT AND COMPANY, LLC
Matt recently completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Philadelphia May 17-19, 2018. The workshop, which was attended by members of Ed Slott’s Master Elite IRA Advisor Group℠, provided in-depth technical training on advanced retirement account planning strategies and estate planning techniques, as well as an update…
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