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

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

UPDATE: Thank you to everyone who participated and voted! This contest is now closed. Our winner was Steve S.! The fib was the Boston Marathon. We look forward to our next contest! 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…

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Lessons on how to cope with stress and uncertainty from the Navy Seals

The Navy SEALs undergo some of the most stressful training in the world and they can teach us a thing or two about thriving in challenging situations. Learn 3 tips directly from the Navy Seals in this month’s Richmond Refreshers video. Do you have any ways to make better decisions under stress that you’ve learned…

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

UPDATE: Thank you to everyone who participated and voted! This contest is now closed. Our winner was Jane! Taylor is David Richmond’s daughter and John Richmond’s niece. We look forward to our next contest! In a world where social time isn’t as abundant as it has been in the past, we wanted to open up…

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

UPDATE: Thank you to everyone who participated and voted! This contest is now closed. Our winner was Bob! While Lindsay does have a son, she doesn’t have two children. We look forward to doing this again soon and hope you will join us in participating! In a world where social time isn’t as abundant as…

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

UPDATE: Thank you to everyone who participated and voted! This contest is now closed and our winner was Paula! Paula chose a $20 Home Depot gift card for answering Sally’s “fib” correctly. While Sally does love spending time on the lake with her grandsons, they are not huge fans of waterskiing. Surprise to many of…

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How well do you know Richmond Brothers’ Team? [December 2021 Contest]

UPDATE: Thank you to everyone who participated and voted! This contest is now closed and our winner was Miriam! Miriam chose a $20 gift card for answering Kira’s “fib” correctly. While Kira does love to travel and has only been to less than a dozen states, she has been outside of the country on more…

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2021 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 2021 recipients of our matching program and we…

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How well do you know Richmond Brothers’ Team? [November 2021 Contest]

UPDATE: Thank you to everyone who participated and voted! This contest is now closed and our winner was Micki! Micki chose a $20 Panera Bread Gift card for answering Emily’s “fib” correctly. While Emily is a veteran, she is not a US Army veteran, but rather a former US Marine. We look forward to doing…

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Honoring Our Veterans

Veteran’s Day is truly one of our favorite times of the year to be able to help show our gratitude to those who have dedicated all or a portion of their lives to helping protect our freedoms. We owe it all to all of those in uniform, whether past, present, or future. This year, in…

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Welcome, Portfolio Check-Ins!

We are excited to officially announce that your conference call, video, and/or in-person meetings we have long coined “Performance Review” are getting a new name: “Portfolio Check-In”! While the meeting agendas themselves will still cover all of the discussion points that you’re used to, we began to feel that the old name was a bit…

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