RB Advisors, Matt & Dan, Complete Semi-Annual Training Through Ed Slott & Company, LLC

Posted on May 20, 2019

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...

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Matt’s Minutes April 2019

Posted on May 13, 2019

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.

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Welcome 2019 Client Advisory Board!

Posted on May 3, 2019

In line with Richmond Brothers core values, we have been utilizing the expertise of a small, representative group of clients each and every year since 2011 to help us develop our company so that we can best serve the needs of our extended family. We are honored to announce that our 2019 Client Advisory Board is already underway. If you haven't familiarized yourself with this year's board members, we encourage you to visit their short bios on our website. 

This awesome group of five clients has agreed to take over the...

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Matt’s Minutes February 2019

Posted on March 1, 2019

Matt covers how the markets have performed year to date as well as how Richmond Brothers' aggregate equities have performed in this month's edition of Matt's Minutes. 

Click here to view January's edition of Matt's Minutes.

Prefer to read instead? Get the Closed Captions here!

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Welcome to the newest addition on our team, Emily!

Posted on February 23, 2019

We are excited to announce that Emily Green has joined Richmond Brothers' service team! We are committed to continuing to serve our clients in an exceptional manner and Emily’s arrival is just one more way to help us reach our goal.

A Jackson native, Emily attended Northwestern Schools and after graduating, moved to San Diego to serve in the United States Marines - we are truly honored for her service! She is passionate about animals and loves spending time with her three dogs: Sadie, an English Mastiff, Waylon, a Miniature ...

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