Join Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, and his trusty sidekick Oliver, in this month’s edition of Matt’s Minutes as they break down the key financial highlights of the first quarter of 2025. Discover how “boring” investments can be your safety net amid market uncertainty, and learn about the benefits of Richmond Brothers’ Smoother Ride strategies to help you navigate an ever-changing economic landscape.

⏳ 0:00 | Introduction & Matt’s Sidekick, Oliver
📊 0:31 | Market Performance Overview (S&P 500, Dow, NASDAQ, Bonds)
⚠️ 1:40 | Why Markets React to Uncertainty & Safety Nets in Portfolios
📉 2:20 | Bonds & The Role of Fixed Income in Volatile Markets
📈 2:47 | How Smoother Ride Strategies Work & Portfolio Adjustments
🥧 3:12 | Equal Weight vs. Cap Weight: Understanding Market Allocation
🛡 4:16 | Defensive Investing: How Sectors Shift to Bonds in Uncertainty
🌎 5:19 | Economic Outlook: Trade Wars, Tariffs & Inflation Impact
🤝 5:55 | Final Thoughts & How Richmond Brothers Can Help

Or check out the Closed Captions here!

Sources:

https://www.cnbc.com/2025/03/07/trump-tariffs-expect-more-volatility-strategists-warn.html

YCharts

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, and are subject to change at any time without notice. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Past performance is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Richmond Brothers, Inc. does not provide tax advice.