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Matt’s Minutes: CPI, Interest Rates, Smoother Ride & More [December 2022]
Matt Curfman, CFP, President & Co-Owner of Richmond Brothers reflects on some historical data regarding the Consumer Price Index and its relation with inflation. In addition, he covers an important…
Read More2022 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…
Read MoreHow 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…
Read MoreMatt’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…
Read MoreTax 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?…
Read MoreHow 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…
Read MoreHow 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…
Read MoreMatt’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…
Read MoreHow 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…
Read MoreMatt’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…
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