Welcome Our Newest Team Member, Stephanie!

Posted on October 12, 2017

We are proud to present our newest team member, Stephanie Kluk, to our Richmond Brothers' family! Stephanie will be serving as our Client Service Advocate, overseeing and assisting in the client service department. As you know, world-class service is what we always strive for and Stephanie's expertise will help us continue to obtain that status so that our service to our clients continues seamlessly and efficiently. Stephanie will be responsible for services like block trading, client billing, project management and more. She will be instrumental in helping us refine our service processes to help ensure we can continue...

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Matt’s Minutes: Skimming Gains (September 2017)

Posted on October 6, 2017

Matt discusses the current process of skimming some gains for clients as well as upcoming events in the next few months. No time to watch? Check out the closed captions here.

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Equifax Fiasco - Where Does Richmond Brothers Stand?

Posted on September 22, 2017

In light of the recent announcements made surrounding security breaches at Equifax, we've had a handful of clients ask what Richmond Brothers recommends for this very unfortunate circumstance, so we wanted to share some of our thoughts with you. 

Richmond Brothers is very well versed when it comes to wealth management, investment allocations, income planning, and helping guide you in your financial future, etc. but we won't ever claim to be security experts. That is why we have enlisted the help of other great organizations who have access to top masterminds and...

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Congratulations to our 2017 Forerunners Scholarship Recipient

Posted on September 22, 2017

Richmond Brothers is happy to announce that this year's Forerunners scholarship recipient was awarded earlier this week. The Forerunners is an association of retirees from CMS affiliated companies.

Simone Coverly of Ann Arbor received a $1000 scholarship through her grandfather's affiliation with the group. Simone is studying psychology and Spanish at Michigan State University. Her father, Dave and sister, Alayna (pictured with our Director of Marketing & Events, Kira, above) accepted the award on her behalf at the Forerunners Annual Meeting earlier this week.

Richmond Brothers is honored to be a participant in the...

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Roth Conversion Regrets?

Posted on September 15, 2017

Did you convert an IRA to a Roth in 2016 and for some reason you regret your decision? Luckily, there is a way to work around this regret by the way of a Roth IRA Recharacterization, but the deadline is coming up quickly - October 16, 2017 to be exact (normally it is October 15th, but since that falls on a Sunday it is pushed back a day)! Below are some key points about Recharacterizing to help you decide if this is something you might want to consider for your situation.

What is a Roth IRA Recharacterization?


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