Where Have All the Holding Updates Gone?
Posted on July 12, 2017
By now, you may have noticed that you're getting less email in your inbox from Richmond Brothers. We hope that this has allowed you a sigh of relief as you haven't been bombarded with updates on this, that and the other holding!
Our goal has been to keep you from having data overload as well as keeping you focused on the big picture (or the forest instead of the individual trees). However, based on feedback from our Client Advisory Board, we understand those of you interested in keeping up to speed on your holdings may...