The commentary on this website 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. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.



Matt’s Minutes - February 2020 (Weekend Edition)

Posted on March 2, 2020

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.

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New Educational Video Series: Richmond Refreshers

Posted on February 24, 2020

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 and our community on financial aspects such as simple concepts and tools all the way to the more complicated financial issues and topics.  

With this in mind, we have decided to launch a new, complimentary video series...

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Matt’s Minutes - January 2020

Posted on February 10, 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.

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Richmond Brothers’ 2019 Charitable Gifting

Posted on January 27, 2020

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 international causes, either monetarily and/or through volunteer work.

In 2019, Richmond Brothers was honored to support numerous nonprofit organizations that are furthering their social causes. We were proud to assist in local Jackson community initiatives, like Bright Walls and...

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Lumen Christi Advantage Program Completed

Posted on January 22, 2020

Richmond Brothers is so blessed to have been able to participate in the Lumen Christi Advantage Program this past fall. It was wonderful being able to provide a local high school student with work experience and help them gain new skills and experience that can be used for future employment and classes. This past fall we had the honor of working with Lumen Christi senior, Jordan Vannest (pictured above with our Vice President, Tara Furnas).

We were impressed with Jordan's work ethic and are proud to announce that Jordan will...

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