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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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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