IRS Delays Mandatory Roth Catch-Up Rule Until 2026 [Richmond Refreshers]
The IRS announced they are giving employer plans two additional years to comply with the controversial rule requiring that “catch-up contributions” for certain high-paid employees be made on a Roth basis. Learn more from our Senior Financial Advisor, Dan Vredeveld. This video is designed to provide general information on the subjects covered. It is not,…
Matt’s Minutes: July Happenings & U.S. Credit Rating? [August 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, sums up July market events and discusses the recent downgrade for the U.S. credit rating. Or check out the Closed Captions here! Sources: Research Reports https://www.vox.com/2023/8/2/23817311/fitch-downgrades-us-credit-rating The commentary in this video reflects the personal opinions, viewpoints and analyses of Richmond Brothers employees, and should not be…
Power of Gratitude [Richmond Refreshers]
While we can’t control what happens in the world, we do certainly have control over how we respond. Here’s a great reminder about the power of gratitude from our CEO & Co-Owner, Matt Curfman. The commentary in this video reflects the personal opinions, viewpoints and analyses of Richmond Brothers employees, and should not be regarded…
Matt’s Minutes: Context of current environment? [July 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the recent environment and the top things we are watching for our family of clients. Do you remember what happened just 90 days ago? Or check out the Closed Captions here! Richmond Brothers Client? Email us to sign up for Smoother Ride Social Recording Not…
Matt’s Minutes: Crisis Averted? [June 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers discusses the debt deal recently signed by our President and what’s next. Or check out the Closed Captions here! Richmond Brothers Client? Register here for the Smoother Ride Social Not a client but interested in learning more? Check to see if you qualify for Smoother Ride…
Headline Frenzy [Richmond Refreshers]
Here are three ways to keep negative news from throwing you off from our Associate Financial Advisor, Steve Kulchinski. 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 subject to change at any time…
Matt’s Minutes: Solutions to Market Volatility? [April 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers covers what happened in March and some events to look forward to with Richmond Brothers. Or check out the Closed Captions here! Sources: Research Reports YChartsCalls to move away from the U.S. dollar grow — but the greenback is still kingJust a few stocks are behind…
Welcome, 2023 Client Advisory Board!
As you have likely heard, Richmond Brothers has 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…
Tax Time [Richmond Refreshers]
Here are some things you can do to set yourself up for a win this tax season if you haven’t yet filed! Sources: https://www.fidelity.com/tax-information/tax-topics/ubti https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/taxes/form-990-T-fact-sheet.pdf 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: SVB Bank & More [March 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers covers what happened in March and some events to look forward to with Richmond Brothers. Or check out the Closed Captions here! Sources: https://www.fidelity.com/tax-information/tax-topics/ubti https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/taxes/form-990-T-fact-sheet.pdf Research Reports The commentary in this video reflects the personal opinions, viewpoints and analyses of Richmond Brothers employees, and should not…
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