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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New Educational Video Series: Richmond Refreshers

Posted on February 24, 2020

Here at Richmond Brothers, we live and breathe around financial concepts and tools on a daily basis, but we understand not everyone is as inundated with the same things as we are. In line with our mission to help make a difference in the world, we want to help continue to provide education to our clients and our community on financial aspects such as simple concepts and tools all the way to the more complicated financial issues and topics.  

With this in mind, we have decided to launch a new, complimentary video series...

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Matt’s Minutes - January 2020

Posted on February 10, 2020

Matt covers Richmond Brothers' thoughts on the markets towards the end of January as well as what you need to know about Roth IRA conversions, Required Minimum Distributions, beneficiaries, and more!

No time to watch? Get the closed captions here.

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Richmond Brothers’ 2019 Charitable Gifting

Posted on January 27, 2020

As many of you know, Richmond Brothers' team is dedicated to making a difference in the lives of others. Our day to day activities allow us to do that by providing peace of mind to clients with their financial goals, but we don't want to stop there. Every year we give to local, national and international causes, either monetarily and/or through volunteer work.

In 2019, Richmond Brothers was honored to support numerous nonprofit organizations that are furthering their social causes. We were proud to assist in local Jackson community initiatives, like Bright Walls and...

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