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

October 16, 2024

Graph depicting growth of $1 Invested in the S&P 500 Index with columns in the background

Insights from Past Presidential Races and What They Could Mean for 2024

By Chris Graff, CFA®, Partner, Co-Chief Investment Officer, and Ann Guntli, CFA®, Partner, Director of Advisory Services

October 11, 2024

Building Financial Resilience in Marriage

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

October 11, 2024

A female physician holding and looking at a tablet

Safeguarding Your Financial Future

By Jason Largey, J.D., Wealth Strategist

October 11, 2024

A young couple playing happily with their young kids

Wealth Builder: Your Partner in Financial Well-Being

By Ryan Emerson, Director of Wealth Builder

October 11, 2024

Collage of photos featuring an x-ray of human lungs, solar panels, and MRI machine, business settings, and steel rods

Leveling Up Your Company’s Retirement Savings Plans

By James Rosselle, CPFA, QPA, QKA, Partner, Director of Retirement Plan Solutions

October 11, 2024

Can I Use My DAF for That?

By Margot Bunn, CFP® V.P., Relationship Manager, Family Office Services

October 11, 2024

An upward angle shot of the exterior of a modern building

The Changing Real Estate Investment Landscape

By Andy Baker, CFA®, Partner, Director of Private Markets, Portfolio Manager

October 11, 2024

Employee Profile — Tom Fanter

October 11, 2024

Employee Profile— Frances Cronlund, CIMA®, CTFA, CExP™, CFP®

October 11, 2024

Close up of GLP 1 distributors on a blue background

The GLP-1 Drug Revolution: Getting to Know This Emerging Sector

By Jeff Jones, CFA®, CPA, Partner, Portfolio Manager

October 11, 2024

Jenn Shepard joins Curi RMB Capital Chicago North Shore office

Jenn Shepard Joins Curi RMB Capital as Senior Wealth Advisor

September 30, 2024

Dad and daughter viewed from behind holding hands, with briefcase and backpack

How Physician Parents Save for College

By Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

September 23, 2024

2024 Barron’s Top 100 RIA Firms Rankings

September 16, 2024

Chain links with digital numbers all over

Protecting Yourself from Financial Fraud in the Digital Age

By Janek Pedersen, CFP®, Partner, Wealth Advisor

September 16, 2024

What can happen to markets when the Fed starts cutting interest rates?

September 12, 2024

Image of a dock and water in the background

Market Commentary: Those Lazy-Hazy-Crazy Days of Summer

September 11, 2024

Woman sitting on floor amid moving boxes with a laptop

Cash Management Accounts: A Simple Guide for Beginners

By Janelle McCreary, CFP®, Lead Advisor

September 3, 2024