Matt’s Minutes: Price Return vs. Total Return (March 2017)

Posted on March 25, 2017

Matt discusses a common misunderstanding when it comes to price return versus total return in this recent clip. Access the Closed Captions here.

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Diversification & Needs vs. Wants: Matt’s Minutes February 2017

Posted on February 23, 2017

Matt discusses investor needs versus wants when it comes to keeping a portfolio diversified in this month's Matt's Minutes clip. Access the Closed Captions here.

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Richmond Brothers Receives Brick Award

Posted on January 30, 2017

Matt Curfman, President and Co-Owner and Tara Furnas, Vice President, were honored to accept the Brick Award last week for substantial facade and facilities improvement on behalf of Richmond Brothers. The Jackson County Chamber of Commerce awarded multiple brick recognitions this year at their 108th annual meeting – what a great thing for the Jackson community!  "We are extremely proud of our space and excited to leverage it as another way to better serve our clients," Matt Curfman said. "This building will help lead us into the future." 

Of course, Richmond Brothers had help...

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Matt’s Minutes: Myth Busters (January 2017)

Posted on January 26, 2017

Matt covers the events of this past month, including the Trump Rally. He also discusses a myth when it comes to the markets being at near all-time highs and a retiree's portfolio. Check out the closed captions here.

 

The opinions expressed in this video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior...

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What You Need To Know Before Tax Season Begins

Posted on January 19, 2017

That time of the year is once again looming on us! For those of you on the cusp of tax news, you know that tax season officially begins on Monday, Jan. 23, 2017, and the deadline is Tuesday, April 18, 2017, rather than the traditional April 15 date (due to the weekend and Emancipation Day).

We will of course be in touch with clients in the next few weeks with more specific updates in relation to tax season, but in the meantime we wanted to share some quick notes that might be of interest:

In 2016, the IRS issued 111 million individual tax...

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