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...

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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

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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.

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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.

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Matt’s Minutes May 2019

Posted on June 11, 2019

Matt discusses the volatility of the markets in May as well as Richmond Brothers tactics for safety for our clients in this month's Matt's Minutes (recorded on Tuesday, June 4).

Unable to watch? View the Closed Captions here.

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