Matt’s Minutes - SECURE Act, Roth IRA Conversions & More

Posted on July 2, 2019

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.

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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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