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…
Matt’s Minutes: In the Headlines [February 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers covers the headlines as we head into March. Or check out the Closed Captions here! Sources: Research Reports 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,…
Help ensure your retirement assets go where you want after you’re gone [Richmond Refreshers]
Learn 3 steps you can take to help make sure that your retirement accounts like your 401k and 403b will be inherited by exactly who you decide without potentially costly probate fees in this information-packed clip starring our Senior Financial Advisor, Dan Vredeveld. Access the Ed Slott & Company beneficiary form checklist here. Or check…
Feedback on our Smoother Ride Strategies & More [Matt’s Minutes]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, covers the first month of 2023 stock market performance as well as the feedback we have received so far on our Smoother Ride strategy. Or check out the Closed Captions here! Sources: YCharts The commentary in this video reflects the personal opinions, viewpoints and analyses of…
Exciting Role “Bump Ups” at Richmond Brothers!
With a new year comes new goals and new intentions. 2023 has started off with a bang as we hit the ground running, continually looking for ways to improve experiences for our family of clients as well as the inner workings of Richmond Brothers. As we continue to match our team to roles that best…
Keep your money safe from scammers
Scams got a big boost during the pandemic and we’ve been hearing about more folks (even very tech-savvy ones) getting caught up. Below are some tips so you and your loved ones can stay safe. You might think your friends, family, and elders would be too smart to get caught, but the wider we spread…
Intentions for a New Year [Richmond Refreshers]
How are those New Year resolutions going? If they aren’t sticking, or even if they are, this is a great informative clip with our Senior Financial Advisor, Dan Vredeveld, to help you either set a direction for self-improvement or just refresh your focus. Or check out the Closed Captions here! Sources: The commentary in this…
Bonds: historical losses were reached in 2022, so what’s the outlook for 2023? (From the desk of David Richmond, Chairman & Co-Owner)
Did you think that bonds were a relatively fool-proof investment – one that you just put in your portfolio for a conservative option because you knew even if it lost, it wouldn’t be much? Well, 2022 proved those who held that sentiment very wrong. Global bonds were down a whopping 16.4% in 2022. Before last…
7 Things to Know Now About the Secure Act 2.0
Matthew Curfman, CFP, President & Co-Owner of Richmond Brothers, covers 7 points that caught our interest since Congress passed some new legislation as of December 23, 2022. 0:25 What Secure Act 2.0 is 1:10 When provisions become effective 1:33 RMD age increased 2:14 Missed RMD penalty decreased 2:48 Qualified Charitable Distributions 3:22 SEP/SIMPLE IRA allowing…
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…
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