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.

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Matt’s Minutes September 2019

Posted on October 8, 2019

Matt discusses Richmond Brothers' performance year-to-date through the end of the third quarter and how it compares to the broad-based indices. In addition, he covers some thoughts about the current "scary" headlines. For curiosity purposes and with the idea being thrown around a lot recently, what happened with the markets following President Clinton's impeachment? Find that out and more in this month's Matt's Minutes.

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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.

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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!

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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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