Blog

Equifax Fiasco - Where Does Richmond Brothers Stand?

Posted on September 22, 2017

In light of the recent announcements made surrounding security breaches at Equifax, we've had a handful of clients ask what Richmond Brothers recommends for this very unfortunate circumstance, so we wanted to share some of our thoughts with you. 

Richmond Brothers is very well versed when it comes to wealth management, investment allocations, income planning, and helping guide you in your financial future, etc. but we won't ever claim to be security experts. That is why we have enlisted the help of other great organizations who have access to top masterminds and...

Read More

Congratulations to our 2017 Forerunners Scholarship Recipient

Posted on September 22, 2017

Richmond Brothers is happy to announce that this year's Forerunners scholarship recipient was awarded earlier this week. The Forerunners is an association of retirees from CMS affiliated companies.

Simone Coverly of Ann Arbor received a $1000 scholarship through her grandfather's affiliation with the group. Simone is studying psychology and Spanish at Michigan State University. Her father, Dave and sister, Alayna (pictured with our Director of Marketing & Events, Kira, above) accepted the award on her behalf at the Forerunners Annual Meeting earlier this week.

Richmond Brothers is honored to be a participant in the...

Read More

Roth Conversion Regrets?

Posted on September 15, 2017

Did you convert an IRA to a Roth in 2016 and for some reason you regret your decision? Luckily, there is a way to work around this regret by the way of a Roth IRA Recharacterization, but the deadline is coming up quickly - October 16, 2017 to be exact (normally it is October 15th, but since that falls on a Sunday it is pushed back a day)! Below are some key points about Recharacterizing to help you decide if this is something you might want to consider for your situation.

What is a Roth IRA Recharacterization?

Matt’s Minutes: Riskalyze & More (August 2017)

Posted on August 31, 2017

Matt covers Richmond Brothers' client performance for the first half of 2017 plus our new tool, Riskalyze, and what that means for our clients. Don't have time to watch? Check out the closed captions here.

Matt’s Minutes: July 2017

Posted on July 28, 2017

Matt covers market headlines, Richmond Brothers' thoughts on a possible recession and how we are managing portfolios given the current environment. Plus, he discusses upcoming events for Richmond Brothers. Access the Closed Captions here.