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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Matt’s Minutes - December 2019

Posted on January 13, 2020

Matt discusses how the markets fared through the last quarter of 2019 as well as Richmond Brothers' plan of action moving forward for 2020 in this 5-minute clip.

No time to watch? Read the closed captions here.

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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.

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