Matt’s Minutes - November 2019

Posted on December 9, 2019

Matt covers year-end reminders as well as consumer sentiment heading into the holiday season in this month's 5-minute clip. To learn more about the voluntary separation information he discusses in the video, click here.

No time to watch? Get the closed captions here.

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

Matt’s Minutes July 2019

Posted on August 12, 2019

Matt covers how RB clients' equities have performed, as well as how the Fed's lowering of the interest rate, consumer confidence, and other environmental factors play into how we are managing clients' portfolios in this 7-minute clip.

No time to watch? Get the "closed captions" here.

Read More

Matt’s Minutes - SECURE Act, Roth IRA Conversions & More

Posted on July 2, 2019

Matt discusses how the SECURE Act may affect retirement accounts, the current "sale" on Roth IRA conversions and more (recorded on Tuesday, July 2).

Unable to watch? View the Closed Captions here.

Read More