Matt’s Minutes – February 2020 (Weekend Edition)
Matthew Curfman, CFP®, President & Co-Owner at Richmond Brothers, Inc., covers the rough final week of February and how it compares to history. He also discusses moves that Richmond Brothers made for clients to help protect them in volatile markets as well as strategies that you may want to consider, especially given the markets. The commentary…
New Educational Video Series: Richmond Refreshers
Here at Richmond Brothers, we live and breathe around financial concepts and tools on a daily basis, but we understand not everyone is as inundated with the same things as we are. In line with our mission to help make a difference in the world, we want to help continue to provide education to our clients…
Matt’s Minutes – January 2020
Matt covers Richmond Brothers’ thoughts on the markets towards the end of January as well as what you need to know about Roth IRA conversions, Required Minimum Distributions, beneficiaries, and more! No time to watch? Get the closed captions here. The commentary in this video reflects the personal opinions, viewpoints and analyses of Richmond Brothers employees, and should…
Richmond Brothers’ 2019 Charitable Gifting
As many of you know, Richmond Brothers’ team is dedicated to making a difference in the lives of others. Our day to day activities allow us to do that by providing peace of mind to clients with their financial goals, but we don’t want to stop there. Every year we give to local, national and…
Lumen Christi Advantage Program Completed
Effective January 1, 2020, there will be some big changes for retirement planning due to the SECURE Act that was recently passed. Richmond Brothers is up to speed on all of the changes and we will continue providing our extended family of clients with updates and education for each unique planning situation. Watch the video above for some…
SECURE Act Changes Ahead
Effective January 1, 2020, there will be some big changes for retirement planning due to the SECURE Act that was recently passed. Richmond Brothers is up to speed on all of the changes and we will continue providing our extended family of clients with updates and education for each unique planning situation. Watch the video above for some…
Matt’s Minutes – November 2019
Matt covers year-end reminders as well as consumer sentiment heading into the holiday season in this month’s 5-minute clip. To learn more about the voluntary separation information he discusses in the video, click here. No time to watch? Get the closed captions here. The commentary in this video reflects the personal opinions, viewpoints and analyses of Richmond Brothers…
2019 Holiday Matching
Want to make YOUR charitable gift go farther? This year, Richmond Brothers is offering up to $500 in 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 2019 recipients of our…
Capital Gains/Losses – Now is the time to alert your tax professional
We wanted to be proactive and provide a friendly reminder that this time of year is the perfect time to review your statements for the capital gains/losses section for tax planning purposes. Below are some pointers as you are reviewing your accounts. Do I have to worry about capital gains/losses for tax purposes? The rule…
Matt’s Minutes – October 2019
In this month’s market and economic update, Matt covers the market changes since 2018 as well as which sectors are trailing for 2019. Of course, he also discusses steps Richmond Brothers is making given this environment. Want to read instead? Get closed captions here! The commentary in this video reflects the personal opinions, viewpoints and analyses…
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