Hunter Richmond: Job Shadowing

Posted on July 27, 2020

We wanted to announce that Hunter Richmond, Dave's son, will be joining Richmond Brothers for the next couple of weeks in an effort to pursue his growth and continuous learning. As a senior at Lumen Christi this year, Hunter has expressed interest in getting to know a bit more about the financial services industry and exploring the career of a financial advisor. With this in mind, he has decided to engage in job shadowing with Richmond Brothers before school begins again. Hunter will be sitting in on phone calls with our advisors, listening in on planning meetings,...

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Introducing, Adriaan!

Posted on June 25, 2020

We are happy to introduce you to our newest Richmond Brothers' team member, Adriaan van Wyk! Adriaan will be joining our advisory team while studying for licensing and other examinations for the financial industry. He will be shadowing, Matt, Dave, Dan, and Steve, as well as all of our team members, to understand our culture and understand all the workings of our team members. 

Adriaan was born and raised in South Africa. He earned a Business Commerce degree from the University of Pretoria. Adriaan enjoys spending time with friends and family. His favorite...

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Continuous Learning: Matt, Dan & Steve Attend Ed Slott Workshop

Posted on May 11, 2020

Earlier this month, our advisors Matt, Dan and Steve, completed their semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a virtual workshop. The online workshop provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques, and new tax laws, as well as an in-depth look at the new retirement planning landscape since both the SECURE Act and CARES Act ushered in several significant tax and retirement planning laws since January 1.      Training highlights from this event included: A look at the CARES Act including...

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Welcome 2020 Client Advisory Board!

Posted on May 4, 2020

As you may recall, we have been utilizing the awesome expertise of a small, representative group of clients each and every year since 2011 to help us develop Richmond Brothers so that we can best serve the needs of our extended family. We are honored to announce our Client Advisory Board for 2020. If you haven't familiarized yourself with this year's board members, we encourage you to visit their short bios on our website. 

This wonderful group of seven clients has accepted the responsibility of the role of Richmond Brothers' client...

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Matt’s Minutes - February 2020 (Weekend Edition)

Posted on March 2, 2020

Matthew Curfman, CFP®, President & Co-Owner at Richmond Brothers, Inc., covers the rough final week of February and how it compares to history. He also discusses moves that Richmond Brothers made for clients to help protect them in volatile markets as well as strategies that you may want to consider, especially given the markets.

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