Where Have All the Holding Updates Gone?

Posted on July 12, 2017

By now, you may have noticed that you're getting less email in your inbox from Richmond Brothers. We hope that this has allowed you a sigh of relief as you haven't been bombarded with updates on this, that and the other holding!

Our goal has been to keep you from having data overload as well as keeping you focused on the big picture (or the forest instead of the individual trees). However, based on feedback from our Client Advisory Board, we understand those of you interested in keeping up to speed on your holdings may...

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Exciting Change: John Richmond’s Transition Continues!

Posted on July 11, 2017

John M. “GB” Richmond’s role is continuing to transition as we’ve been preparing for over the past five years. As many of you know, since selling his ownership several years ago, “GB” has worked in client communications, holding performance update appointments, while also handling compliance duties as well as “paying the bills…and the staff”. Over these years, he was also working towards his B.A. in Theological Studies from Siena Height’s University. He completed his degree this past April. Through God’s providence,...

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Matt’s Minutes: Qualified Charitable Contributions (June 2017)

Posted on June 28, 2017

Dan fills in for Matt this month to discuss how you can use Qualified Charitable Distributions to satisfy your Required Minimum Distribution once you reach the age of 70.5. Not yet 70.5 years young but know someone who is? Make sure to do them a favor and share this information with them! Access the Closed Captions here.

For more information on the requirements of Qualified Charitable Distributions, please visit: http://promo.richmondbrothers.com/QCD



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Richmond Brothers: Fiduciary Statement

Posted on June 8, 2017

You may have heard about the DOL Fiduciary Rule that is taking effect on June 9th (if you haven't heard, here is a recent article). The Department of Labor has issued a rule that requires advisors to proactively disclose fiduciary status to clients who may have ERISA covered assets. Richmond Brothers will comply as we do provide services for these types of assets.  

Please note that Richmond Brothers has always acted as a fiduciary and this law does not change anything for our company or our clients, besides some possible new written documents. We have...

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Matt & Dan Receive Advanced Training from America’s IRA Professionals at Ed Slott and Company, LLC

Posted on June 1, 2017

Our very own Matt Curfman, CFP® and Dan Vredeveld, CFP® completed their semiannual training from America’s IRA Experts with Ed Slott and Company, LLC in Kansas City, Missouri late last month. The workshop, which was attended by members of Ed Slott’s Master Elite and Elite IRA Advisor Group, provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques, and new tax laws, including an emphasis on tax reduction methods for retirees as they transition into the distribution phase of retirement.

“Many fail to realize the importance...

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