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Financial Planning Blog

How to Navigate an Uncertain 2019 Market

Last year was one of the most challenging years investors have seen in recent times. Thanks to the effects of geological missteps, trade tension, rising interest rates and populism, investment managers dealt with a great deal of market volatility.

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Planning for the Costs of Dementia & Long Term Elderly Care

Dementia is a grave condition, and its prevalence continues to grow at a staggering pace. In fact, dementia has been dubbed by some as the "silent epidemic." According to Forbes, the number of people worldwide with dementia has been steadily climbing and is expected to double every 20 years. An estimated 75 million people will be living with this disease by 2030, and the number will most likely climb to 135 million by 2050. This increase in the incidence of dementia is largely attributed to longer lifespans in both poor and rich areas of the world. 

As dementia becomes more and more widespread, everyone must learn to recognize the warning signs and plan for caregiving. By making important medical and financial decisions in advance, families can ensure the long-term well-being of their loved ones.

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We're growing! Welcome, John Keizer

We are happy to introduce the newest member of the Richard Brothers family, John Keizer!


John joins us after recently graduating from the University of Southern Maine with a Bachelor’s degree, double majoring in Finance and Marketing. He was able to finish both of his degree programs in two years, showing how driven and focused he will be for the firm moving forward. John will be joining our Operations Team to further enhance the remarkable service experience our valued clients have come to expect.


In his free time John can often be found with his dog and fiancĂ©e at Willard Beach, or restoring and riding one of his motorcycles along the Kancamagus Highway. If you would like to learn more about John, feel free to check out his bio found here.

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Doctors Without Borders Recap

The Annual Maine Doctors Without Borders Fundraising Evening was a great success! Our firm and our committee feel very proud to have been able to share the important lifesaving mission of Doctors Without Borders within our community. Thank you to all our important donors and attendees, you made the evening an engaging, meaningful and enjoyable experience. It was a really wonderful night, and your contributions make a real difference to the lives of so many. We also want to thank our guest speaker, Tim Harrison, who offered a thoughtful, riveting, and eye-opening presentation about his first-hand experience in extremely challenging medical situations in South Sudan and the Mediterranean. He is a real hero.

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Bon Voyage Interns!

This past Summer we were happy to welcome two new interns and provide them with an up close look into the world of wealth management. Although we're sad to see them go, we did spend some time learning more about what they took away from the experience. 

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