2022 Holiday Matching
Want to make YOUR charitable gift go further? Once again, Richmond Brothers is offering matching funds for donations made to each of three local non-profit organizations, for a total of up to $1500 in matching funds overall to our community. Richmond Brothers’ team has voted for the 2022 recipients of our matching program and we…
How well do you know Richmond Brothers’ Team? [November 2022 Contest]
UPDATE: This contest is now closed. Jessica is not multilingual in 5 languages. Congratulations, Kathy! 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 than just an account number; we are passionate about connecting with you one-on-one outside of just…
Matt’s Minutes: Year-End Suggestions
Matt Curfman, CFP, President & Co-Owner of Richmond Brothers discusses how the markets have been performing and what you should consider as the year winds down should you have any market losses in your portfolio. 0:23 Stock market volatility drivers 0:55 Inflation and the housing market 1:31 Midterm elections 1:43 Quarterly earnings from companies 2:04…
Tax Loss Harvesting [Richmond Refreshers]
With the volatility of 2022, there are actually some opportunities you may be able to “collect” on. Do you own taxable accounts (or non-retirement investment accounts) that have lost value? Do you want to become more tax efficient? If so, make sure to tune in below to learn how you can potentially help turn investment losses…
How much do you really know about inflation?
Pop quiz. Are these statements true or false? Any time food or gas prices go up, we’re seeing inflation at work. Inflation is always bad for the economy. The consumer price index (CPI) and the personal consumption expenditures (PCE) price index are measures of inflation. Believe it or not, not one of those is a…
How well do you know Richmond Brothers’ Team? [October 2022 Contest]
UPDATE: Thank you to everyone who participated and voted! This contest is now closed. Tara’s second statement was her fib. While Tara is not an avid traveler and she absolutely must have an occasional vacation, she’s definitely more of a homebody than a jet setter; in addition, she has not been to 15 countries. Congratulations…
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…
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…
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…
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…
Let’s Get Started
Fill out the form below to schedule your one-on-one meeting with Richmond Brothers. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
