News & Insights

This collection of news and insights from Curi RMB Capital provides examples of the in-depth research and analysis, industry knowledge, and fundamental principles underlying what we do for our clients.

Awards and Recognition

2024 INVESTED Magazine

Market Commentary: Tick Tock

April 20, 2023

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Female breadwinner reviewing financial plan

The Power of Financial Planning for Female Breadwinners

By Olive Mitchell, CFP® Wealth Advisor

February 18, 2025

How Much Should You Save to Achieve Your Financial Goals?

By Ryan Emerson, Director of Wealth Builder

February 13, 2025

Young woman with notepads looking at laptop

Investing Made Simple: A Beginner's Guide

By Barb Black, CFP®, Partner, Senior Wealth Manager

February 13, 2025

Image of abstract lines and dots with a dark background

Market Commentary: AI Wars

February 12, 2025

Text on blue background reading 2025 Partners Announcement

Nine New Partners Announced for 2025

February 4, 2025

Henry Burke, Lead Advisor, Curi RMB Capital

Henry Burke Joins Curi RMB Capital as Lead Advisor

January 28, 2025

Interest Rates, Inflation, and the Fiscal Deficit

January 23, 2025

Personal Finance 101: Foundational Tips for Women to Build Wealth with Confidence

By Janelle McCreary, CFP®, Wealth Advisor

January 15, 2025

Crowd of people in front of buildings and a globe statue

Market Commentary: Vibes

January 15, 2025

What's The Best Use of Your Dollar?

By Ryan Emerson, Director of Wealth Builder

January 10, 2025

Financial Checklist for Early-Career Physicians

By Jake Eischens, CFP®, Partner, Wealth Advisor

January 9, 2025

Building with United States flag at the top and a statue in front

Market Commentary: Red

December 10, 2024

Woman in red running shirt crossing finish line with her arms in the air

Preparing Your Finances for a Strong Year-End Finish

By Josh Rauterkus, CPWA®, CFP®, Wealth Advisor

November 11, 2024

2024 Election: Where to From Here?

November 6, 2024

Image of a silver key in a lock with a house on the key chain

Market Commentary: The American Dream

November 4, 2024

Why Financial Education and Confidence Matter for Women 

By Olive Mitchell, CFP®, Wealth Advisor

November 4, 2024

Market Commentary: Rate Cuts and Deficits and Elections, Oh My!

October 16, 2024

Building Financial Resilience in Marriage

By Trevor Isham, CFP®, Partner, Senior Wealth Manager

October 11, 2024