Matt covers how RB clients' equities have performed, as well as how the Fed's lowering of the interest rate, consumer confidence, and other environmental factors play into how we are managing clients' portfolios in this 7-minute clip.
No time to watch? Get the "closed captions" here.
Read More
Matt discusses how the SECURE Act may affect retirement accounts, the current "sale" on Roth IRA conversions and more (recorded on Tuesday, July 2).
Unable to watch? View the Closed Captions here.
Read More
Matt discusses the volatility of the markets in May as well as Richmond Brothers tactics for safety for our clients in this month's Matt's Minutes (recorded on Tuesday, June 4).
Unable to watch? View the Closed Captions here.
Read More
Consistent with our core value of pursuing growth and continuous learning, our Ed Slott Master Elite IRA Advisor Group(SM) members, Matt and Dan, completed their semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Dallas, Texas earlier this month. The workshop provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques and new tax laws, as well as a proactive look at legislation currently being considered by Congress that would bring significant changes to the way Americans plan for retirement.
“Right now, Congress is...
Read More
Matt discusses April's economic and market results as well as why Richmond Brothers is looking to reduce equity exposure for clients in this clip (recorded on Friday, May 10).
Not able to watch? View the Closed Captions here.
Read More
