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.



Medicare Part D - Find Your Best Prescription Drug Plan for 2019

Posted on October 20, 2018

If you weren’t already aware by all of the commercials and ads, Medicare’s open enrollment period for 2019 runs from October 15-December 7, 2018. You can also switch providers for your comprehensive health and drug coverage during this same time frame to better suit your needs and maybe even save yourself some money. Medicare health and drug plans make changes on a yearly basis as well – so keep in mind that even if you stay in the same plan, there could very well be changes to cost, coverage and in-network providers.

Coming off the heels...

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Meet Our RB Family: Sally

Posted on October 19, 2018
Richmond Brothers team is the almond butter to our jelly, the Simon to our Garfunkel, the wind to our wings. Without our team we never could have accomplished all we have today. It has been some time since we publicly thanked each and every one of them for all they have done, so we wanted to take the next few months to showcase our “peeps” and why they are so important to us. We hope you enjoy these posts as a way to really get to know those that make up your financial cheerleading team, too. –Tara...

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Welcome to our RB Family, Matt (P)!

Posted on October 11, 2018

We are so happy to announce our newest team member, Matt Pirner, to our Richmond Brothers' family! Matt will be serving as our Chief Compliance Officer, maintaining Richmond Brothers' steady course of regulatory compliance and ensuring our firm flourishes under that endeavor. He comes to us with a fantastic background of 10 years of experience in compliance working with hundreds of registered investment advisers and consulting Chief Compliance Officers all over the country.

Based in sunny California, Matt enjoys running, loves to cook and considers himself quite the "foodie." A true wanderlust, he loves to...

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Perspective: Matt’s Minutes September 2018

Posted on October 5, 2018

Matt discusses the overall economic perspective following the end of the third quarter and how that has affected Richmond Brothers' thoughts for clients' portfolios. Can't watch? Read the closed captions here instead.

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Meet Our RB Family: Dan

Posted on September 25, 2018
Richmond Brothers team is the almond butter to our jelly, the Simon to our Garfunkel, the wind to our wings. Without our team we never could have accomplished all we have today. It has been some time since we publicly thanked each and every one of them for all they have done, so we wanted to take the next few months to showcase our “peeps” and why they are so important to us. We hope you enjoy these posts as a way to really get to know those that make up your financial cheerleading team, too. –Tara...

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