Stay Informed for Your Financial Future


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

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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Welcome, 2022 Client Advisory Board!

As you may know, we have been using the extremely valued knowledge of a small group of clients each and every year since 2011. Our Client Advisory Board helps Richmond Brothers grow and learn (just like our core value of growth and continuous learning) so that we can in turn serve our family of clients in…

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

UPDATE: Thank you to everyone who participated and voted! This contest is now closed. Our winner was Marcia! The fib was the Iditarod – although it is on Alexis’ bucket list she has not been. We look forward to our next contest! If you’re in our family of clients, you know we ask a lot…

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Best wishes to our Co-Founder, John “GB” Richmond

We wanted to officially announce that after 27.5 years of wonderful service, our Co-Founder of Richmond Brothers, John “GB” Richmond, has “retired” from his position here at RB to further pursue his personal passions. During his time at the University of Michigan, John earned his Bachelor of Arts in Sports Management and Communications. Now, it…

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