Matt, Dan and Steve Complete Advanced Training Through Ed Slott & Company, LLC

Posted on October 7, 2019

Matt, Dan and Steve completed their semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Dallas in September. 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. 

To find out more, access the press release here.

Read More

Congratulations 2019 Forerunners Scholarship Recipient!

Posted on September 30, 2019

Richmond Brothers is pleased to announce that this year's Forerunners scholarship recipient was awarded earlier this month. If you are unfamiliar, the Forerunners is an association of retirees from CMS affiliated companies.

Mackenzie Finley of Brooklyn received a $1000 scholarship through her grandmother's affiliation with the group. Mackenzie has dreams of becoming a theatrical performer and is currently attending Central Michigan University. Her grandmother, Sandra Avery (pictured with our Director of Marketing & Events, Kira, above) accepted the award on her behalf at the Forerunners Annual Meeting at Crystal Gardens Banquet...

Read More


Coming Soon: Updated Richmond Brothers Client Experience

Posted on September 13, 2019

We are proud to announce we will be launching our improved and easier to use Richmond Brothers' Client Experience in the coming weeks! Whether you're actively using our current Investor Experience or not, we know you will find this updated informational portal to be instrumental to help you stay connected to your financial picture.

The newly improved Client Experience will feature updates including:

the ability to view your top holdings at a glance access to quickly view your accounts as an aggregate total or grouped by category an iOS and Google...

Read More

Matt’s Minutes - August 2019

Posted on September 9, 2019

In this month's market and economic update, Matt covers why holding through the tough markets in the fourth quarter of 2018 was a good decision for clients and more! Plus - make sure to watch to the end for a special surprise!

Want to read instead? Get closed captions here

Read More

Welcome to our Lumen Christi Intern, Jordan!

Posted on August 28, 2019

Richmond Brothers is pleased to announce we have partnered with Lumen Christi's Advantage program to provide an internship opportunity to high school senior, Jordan Vannest. The LC Advantage is a pilot program that will run 18 weeks, commencing in December. Jordan will be assisting in special projects including administrative and marketing assignments.

As the captain of the LC Varsity soccer team, Jordan has made leadership and true work ethic his priorities. He is interested in the business field and hopes to one day run his own company. In addition to soccer, Jordan enjoys working...

Read More

Have a Question, or Something You'd Like to Say? Leave us a Comment!