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

RMB May Market Commentary

Market Commentary: A Series of Unfortunate Events

May 12, 2023

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Navigating risk management

Minimizing Risk to Your Nest Egg and Legacy as a Single Woman

By Erica Tarantur, CFP®, CIMA®, Senior Wealth Advisor

March 18, 2025

Person holding another person's hand comfortingly

Navigating Worries When Uncertainty Gets the Best of Us

By Seth Davis, CPWA®, CFP® Partner, Managing Director

March 18, 2025

Blue background with the text Key Takeaways, Implications of a Government Shutdown

Implications of a Government Shutdown

March 17, 2025

City street with rain puddles

Market Commentary: Rain on the Parade

March 13, 2025

Blue background with five yellow stars

Bond Investment Strategy Receives PSN “Top Guns” Honors for Q4 2024

March 12, 2025

Black background reading Top Guns Manager of the Decade List 2024

Curi RMB Capital Named to PSN Top Guns Manager of the Decade 2024 List

March 12, 2025

Person in scrubs with stethoscope using a calculator, notebook and laptop

8 Common Tax Considerations for Physicians

By Duncan Gibson, Partner, Wealth Advisor

March 11, 2025

Woman helping an older man on a computer

One Step Ahead: Recognizing and Preventing Financial Fraud

By Zahava Davis, V.P., Client Experience Manager

March 11, 2025

Female breadwinner reviewing financial plan

The Power of Financial Planning for Female Breadwinners

By Olive Mitchell, CFP®, Wealth Advisor

February 18, 2025

Couple at the lake

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

Text reading Key Takeaways, interest rates, inflation, and the fiscal deficit

Interest Rates, Inflation, and the Fiscal Deficit

January 23, 2025

Woman financial planning

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

Family financial planning

What's The Best Use of Your Dollar?

By Ryan Emerson, Director of Wealth Builder

January 10, 2025

Young physician listening to a patient

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

American flag in front of marble column

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

Woman sitting on couch typing on laptop

Why Financial Education and Confidence Matter for Women 

By Olive Mitchell, CFP®, Wealth Advisor

November 4, 2024

Street sign stating Vote Here

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

An older couple laughing together

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

Two hands holding a crocheted heart

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

#55 2024 Barron's Top 100 RIA Firms

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

Federal reserve building

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

Older woman and man hiking in the woods

Preparing for Life After Retirement: Financially and Emotionally

By Mohini M. McCormick, CFP®, Partner, Senior Wealth Manager

August 19, 2024

Image of a house in the process of being built

Housing and Affordability

August 19, 2024

Close up of the hands of two runners passing a metal baton in a relay race

Market Commentary: Passing the Baton

August 15, 2024

Person taping moving boxes closed

Should Retirement Mean Relocating?

By Christa Madison, CFP®, CEPA®, VP, Senior Wealth Advisor

August 7, 2024

Jay Menton Featured in Sheridan Road

Jay Menton Profiled in Sheridan Road Magazine

August 6, 2024

Grandfather and toddler grandchild planting a tree

Navigating the Future of Social Security

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

August 5, 2024

Erica Tarantur Addresses Debt in Retirement in Chicago Tribune

July 23, 2024

Graduate wearing cap and gown

Saving for College: Financial Strategies and Best Practices

By Brian Klein CFP®, CWS®, Wealth Advisor

July 18, 2024

Curi RMB Capital makes FA Magazine's RIA Rankings

2024 Financial Advisor RIA Rankings

July 17, 2024

Image of wooden blocks with a percent type stacked on coins that increase

Mid-Year Review: 2024 Key Themes

July 17, 2024

Chart showing changing levels of inflation

Market Commentary: Status Quo

July 16, 2024

Hand with pen signing legal document

Preparing for the Estate Tax Sunset

By Jason Largey, J.D., Wealth Strategist

July 10, 2024

Young couple talking with an advisor

Essential Discussions for Couples Before Marriage

By Loren Knaster, CFA®, CFP®, Partner, Senior Wealth Manager

June 24, 2024

Image of globe with various stock market numbers

Opportunities for Active Managers

June 20, 2024

Virginia Wu, CPA

Senior Wealth Advisor Virginia Wu Joins Denver Advising Team

June 18, 2024

Image of power lines with a sunset in the background

Market Commentary: Power Play

June 18, 2024

Downtown Chicago office buildings

Two Curi RMB Capital Advisors Spotlighted at InvestmentNews Women Advisor Summit

June 11, 2024

Physician reviewing content with a financial advisor

Taking a Niche Approach to Wealth Management

By Dimitri P. Eliopoulos, CFP®, CPWA®, Partner, Chief Executive Officer

June 7, 2024

Retired couple walking on beach

Dollars and Purpose: What does your money say about who you are?

By Trevor Isham CFP®, Partner, Senior Wealth Manager

May 16, 2024

Two hands pulling a rope in opposite directions

Market Commentary: Policy Tug of War

May 15, 2024

Pagers with charts and graphs

Fundamentals Will Be Key for Stocks in 2024

May 15, 2024

Three generations of women standing together

The Great Wealth Transfer: IRA Management for Today and Tomorrow

By Olive Mitchell, CFP®, Wealth Advisor

May 13, 2024

Multigenerational family at a dinner table outside a house, with a grandfather and two grandchildren on his lap at the center

Legacy Planning 2.0: Modern Solutions for Transferring Wealth Across Generations

By Charlie Brey, CFP®, Partner, Senior Wealth Manager

May 1, 2024

Older woman with pink blouse sitting on couch looking at laptop

Navigating the Financial Gray in Divorce: 10 Common Considerations

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

April 24, 2024

A dart board with a dart in the center of the bull's eye

Market Commentary: A New Bull’s Eye

April 22, 2024

Hands holding and counting stack of hundred dollar views

The Cost of Holding Cash

April 9, 2024

Reseracher wearing a mask and goggles with test tubes, droppers, and other lab equipment.

From Treatment to Investment: Considering Opportunities Surrounding the GLP-1 Biopharmaceutical Revolution

By Trevor Isham, CFP®, Partner, Senior Wealth Manager and Jeff Jones, CFA®, CPA, Partner, Portfolio Manager

March 21, 2024

Curi RMB Capital Hannah Arthur

Meet Curi RMB Capital: Hannah Arthur

March 20, 2024

Piggy bank with three hands putting coins in

Keeping It in the Family: Intrafamily Loans

By Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager

March 19, 2024

Hand holding compass with a city landscape behind

Market Commentary: Navigating the Bull

March 13, 2024

Image of US money and building columns

Market Briefing: Earnings Trends

March 8, 2024

Denver skyline

Curi RMB Capital Named “Best Place to Work” by Denver Business Journal

March 4, 2024

Curi RMB Capital Christa Madison

Senior Wealth Advisor Christa Madison Joins Oakbrook Terrace Office

February 28, 2024

Curi RMB Capital Olive Mitchell

Wealth Advisor Olive Mitchell Joins Washington, D.C. Office

February 28, 2024

Grey backround with white text saying Congratulations to our newest partners Curi RMB Capital

Curi RMB Capital Names New Partners for 2024

February 21, 2024

Curi RMB Capital Ryan Kennedy

Meet Curi RMB Capital: Ryan Kennedy

February 20, 2024

Tax Timeline 2024

February 19, 2024

Looking up at three skyscraper looking buildings

Market Commentary: The Size Divide

February 14, 2024

Parents with three kids on a hike with nature in the background

Estate Planning for Blended Families

By Jason Largey, J.D., Wealth Strategist

February 14, 2024

Outline of child holding up a heart shape against the sky

Nurturing Generosity: Teaching Philanthropic Values Across Generations

By Sheldon Fox, CFP®, Partner, Senior Wealth Manager

February 14, 2024

Curi RMB Capital Alex Sliwa

Meet Curi RMB Capital: Alex Sliwa

February 14, 2024

The backs of an older man and woman with arms around each other hiking into the sunset.

Building Your Financial Backup Plan

By Sue Christoph, CFA®, CFP®, CPWA®, Partner, Senior Relationship Manager, Family Office Services

February 12, 2024

Magnifying glass

Market Briefing: 2023 Year in Review

January 22, 2024

Meet Curi RMB Capital Ilhwa Lee

Meet Curi RMB Capital: Ilhwa Lee

January 22, 2024

Clipboard with papers and pen

Planning for the Unpredictable: What to Know About Disability Insurance

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

January 18, 2024

Meet Curi RMB Capital Jake Eischens

Meet Curi RMB Capital: Jake Eischens

January 17, 2024

Woman with ponytail standing in front of white board with lots of notes and post-its

There Aren’t Many Universal Truths in Preparing for Retirement, But There are a Few

By Erica Tarantur, CFP®, CIMA®, Partner, Wealth Advisor

January 17, 2024

Female doctor behind a desk speaking to a female patient

Targeting the Financial Needs of Women Physicians

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

January 17, 2024

A wooden scale with two stacks of coins on one side and a finger fold down the other side

Market Commentary: Balancing Act

January 16, 2024

Two people in athletic clothing sit with the city buildings in front of them

Your Financial Resolutions for 2024

By Margo Sweany, CFP®, Partner, Senior Wealth Advisor

January 16, 2024

Curi Capital RMB Capital Lockups

Curi Capital and RMB Capital Complete Merger

January 2, 2024

RMB Patrick Thiel

Meet RMB: Patrick Thiel

December 18, 2023

View of a backyard with a house and pool

Market Briefing: The Housing Market

December 14, 2023

Person's hand holding a gift with other bags hanging from wrist

Market Commentary: Retail Therapy

December 13, 2023

Curi RMB Capital: A New Chapter Firmly Rooted in Our History

November 21, 2023

Image stating for immediate release Curi Capital and RMB have merged. Curi and RMB Logos are displayed in a ring graphic

Curi Capital to Merge with RMB Capital

November 21, 2023

Meet RMB Charlie Henness

Meet RMB: Charlie Henness Jr.

November 17, 2023

Woman working on laptop

Avoid These Common Missteps to Optimize Your Roth IRA

By Charlie Brey, CFP®, V.P., Wealth Advisor

November 16, 2023

Person holding wallet showing cash

Market Briefing: The Seesaw of Consumer Savings and Spending

November 14, 2023

Close up of 100 dollar bill of Benjamin Franklin with numbers and bar graph over the top

Market Commentary: 'G' is for Government

November 13, 2023

Hands of person holding laptop with graphs and tables on laptop screen

The Fed’s Interest Rate Pause: What It Means for Investors

By Jeffrey L. Bryden, CFA®, S.V.P., Portfolio Manager

November 7, 2023

Meet RMB Belen Ryan

Meet RMB: Belén Ryan

November 7, 2023

2023-2024

Your Year-End To Do List

By Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager

October 31, 2023

Year end giving

Planning a Year-End Charitable Gift

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

October 31, 2023

Charitable giving vehicles

Finding the Charitable Giving Vehicle That’s Right for You

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

October 30, 2023

Meet RMB Nick Fameree

Meet RMB: Nick Fameree

October 23, 2023

2023 Employer of Choice

RMB Named a “Women To Watch” Employer of Choice by InvestmentNews

October 23, 2023

Market Commentary: Drained

Market Commentary: Drained

October 22, 2023

Invested 2023

Fall 2023 INVESTED Magazine

October 19, 2023

Investing in AI and Machine Learning Offers Compelling Opportunities, But Be Wary of Risks

Investing in AI and Machine Learning Offers Compelling Opportunities, But Be Wary of Risks

By Tom Fanter, Partner, Director of Equities, Portfolio Manager

October 19, 2023

A Look into Inflation: What to Know About Recent Trends

A Look into Inflation: What to Know About Recent Trends

By Ann Guntli, CFA®, Partner, Portfolio Manager, Connor Fox, Investment Analyst

October 19, 2023

Employee Profile: Barbara Black, CFP®

By Barbara Black, CFP®, S.V.P., Senior Wealth Manager

October 19, 2023

Intergenerational Care: Navigating the Sandwich and Grandsandwich Generations

Intergenerational Care

By Sue Christoph, CFA®, CFP®, CPWA®, Partner, Senior Relationship Manager, Family Office Services

October 19, 2023

Understanding Fixed Income

Understanding Fixed Income

By Jeffrey L. Bryden, CFA®, S.V.P., Portfolio Manager

October 19, 2023

Estate Planning 101

Estate Planning 101

By Jason Largey, J.D., Wealth Strategist

October 19, 2023

Trends in Charitable Giving

Trends in Charitable Giving

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

October 19, 2023

What Does Secure 2.0 Mean for Retirement

What Does Secure 2.0 Mean for Retirement?

By James Rosselle, CPFA, QPA, QKA, S.V.P., Director of Retirement Plan Solutions

October 19, 2023

Sannya Munir

Meet RMB: Sannya Munir

October 12, 2023

Lake Forest RMB

RMB’s Lake Forest, Ill. Office Moves to New Location

October 9, 2023

Credit scores in retirement

Keeping Your Credit Scores Strong in Retirement

By Jake Eischens, CFP®, Wealth Advisor

October 9, 2023

Meet the Curi Capital Team: Spotlight on Katie Strother, Wealth Advisor

September 26, 2023

Market Briefing: Hard vs. Soft Landing

Market Briefing: Hard vs. Soft Landing

September 25, 2023

2023 Barron's Top 100

RMB Recognized in 2023 Barron’s Rankings

September 21, 2023

RMB 2023 September Market Commentary: Goodbye, August

Market Commentary: Goodbye, August

September 19, 2023

RMB Capital SMID Cap Core Strategy Named to “PSN Top Guns” List for Q2 2022

RMB Capital’s SMID Cap Core Strategy Named to “PSN Top Guns” List for Q2 2023

September 13, 2023

Corporate Executive Services

Corporate Executive Services: Customized Financial Planning for Complex Needs

September 11, 2023

Estate tax sunset

Sunset on the Horizon: Changes to the Federal Estate Tax Exemption

September 11, 2023

Tim Hanna

Meet RMB: Tim Hanna

September 6, 2023

Dollar cost averaging

Gaining an Investment Foothold: The Dollar-Cost Averaging Approach

By Janek Pedersen, CFP®, V.P., Wealth Advisor

September 5, 2023

August Market Briefing

Market Briefing: Trends This Earnings Season

August 22, 2023

Plants growing upwards with a positive trending line over top

Market Commentary: Hot Streak

August 16, 2023

US Credit Downgrade

Market Insight: Positioning Bond Portfolios After a Credit Downgrade

August 15, 2023

Jim Lundgren

Meet RMB: Jim Lundgren

August 10, 2023

James Rosselle

Retirement Saving Tips for Your Phase of Life

By James Rosselle, S.V.P., Director of Retirement Plan Solutions

August 7, 2023

Value of Advisor

The Value of an Advisor: Beyond the Dollars

By Barb Black, CFP®, S.V.P., Senior Wealth Manager

August 7, 2023

Lindsay LeValley

Meet RMB: Lindsay LeValley

August 2, 2023

Influencer Secure 2.0

SECURE 2.0 and Retirement Savings: What Investors Need to Know

By Michele Francisco, Partner, Co-Managing Director of Wealth Management

July 31, 2023

Meet the Curi Capital Team: Spotlight on David Arthur, Senior Director of Wealth Management

July 31, 2023

July Market Briefing

Market Briefing: State of the Labor Market

July 25, 2023

Michele Francisco Housing

Higher Rates, Higher Prices Impact Housing Market Investors

By Michele Francisco, Partner, Co-Managing Director of Wealth Management

July 24, 2023

Gold figurines of a bull and a bear standing on top of financial documents

Market Commentary: The Running of the Bulls (and Bears)

July 24, 2023

FA Top 100 2023

RMB Named to Financial Advisor Magazine’s List of Top 100 RIA Firms

July 24, 2023

Ben Niu

Meet RMB: Ben Niu

July 21, 2023

Inherited Wealth

Inheriting Generational Wealth: A Guide for Beneficiaries

July 21, 2023

Molly Eggert

Meet RMB: Molly Eggert

July 20, 2023

Michele Bonds

Bonds Are Back, But Confusion Remains: Sorting Out Fixed Income Investments

By Michele Francisco, Partner, Co-Managing Director of Wealth Management

July 12, 2023

Going beyond estate planning

Going Beyond Estate Planning

By Jason Largey, J.D., Wealth Strategist

July 12, 2023

Woman sitting at a desk with a notepad, pencil and phone

When Budgets Need to Budge

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

July 5, 2023

Michele S&P

Tech and AI are Driving the Current Market Rally. What Does That Mean for Investors?

By Michele Francisco, Partner, Co-Managing Director of Wealth Management

July 5, 2023

A globe with highlighted pinpoints protruding from it

Market Commentary: Bulls, Bears, and Bots

June 21, 2023

Choosing an executor

Choosing an Executor

By Jason Largey, J.D., Wealth Strategist

June 20, 2023

June 2023 Market Briefing

Market Briefing: S&P 500 Performance Trends

June 20, 2023

Market Briefing: The Debt Ceiling

Market Briefing: The Debt Ceiling

May 24, 2023

RMB May Market Commentary

Market Commentary: A Series of Unfortunate Events

May 12, 2023

Meet the Curi Capital Team: Spotlight on Cindy Pittman, Senior Research Analyst

April 27, 2023

April 2023 Market Briefing

Market Briefing: Inflation

April 25, 2023

Welcome, Ryan Emerson - Director of Wealth Builder

RMB Names Ryan Emerson as Director of Wealth Builder

April 24, 2023

RMB Market Commentary - Tick Tock - April 2023

Market Commentary: Tick Tock

April 20, 2023

Denver Business Journal Best Places To Work

RMB Honored in Denver Business Journal’s 2023 Best Places to Work

April 4, 2023

Physician and a man reviewing something on an tablet

The Importance of Asset Protection for Physicians

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

April 3, 2023

Fed Policy & Financial (In)Stability

Fed Policy & Financial (In)Stability

March 23, 2023

RMB Managing Partner Don Bechter Featured on RIA Edge Podcast

RMB Managing Partner Don Bechter Featured on RIA Edge Podcast

March 23, 2023

Update on Impact of Recent Bank Failures

Update on Impact of Recent Bank Failures

March 20, 2023

Inflation and the Money Illusion

Inflation and the Money Illusion

March 20, 2023

Meet the Curi Capital Team: Spotlight on Shannon Brown, Investment Operations Analyst

March 20, 2023

Tax Planning

Navigating Tax Season 2023

March 20, 2023

RMB Capital - Building Image

Impact of Recent Bank Failures

March 14, 2023

RIA Edge Top 100

RMB Named to Inaugural “RIA Edge 100” List

March 1, 2023

February Market Briefing: The Housing Market

Market Briefing: The Housing Market

February 28, 2023

2023 RMB February Market Commentary

Market Commentary: Markets On the Rise, But Volatility Looms

February 21, 2023

Meet the Curi Capital Team: Spotlight on Sheldon Fox, Senior Director, Family Office Services

February 2, 2023

RMB 2023 Tax Timeline

Tax Timeline 2023

January 31, 2023

JAN Market Briefing 2023

Market Briefing: 2023 Outlook

January 31, 2023

Secure Act 2.0

What you need to know about the SECURE Act 2.0

By Brian Janecke, Tax Planning Strategist, Family Office Services, Brian Klein, Wealth Advisor

January 30, 2023

RMB 2023 Partners

RMB Names Five New Partners for 2023

January 26, 2023

Market Commentary: Money Like Water

Market Commentary: Money Like Water

January 19, 2023

Why Small Cap Now

Why Small Cap Now

January 12, 2023

Use Caution and Know The Tax Implications Before Purchasing an Annuity

Use Caution and Know The Tax Implications Before Purchasing an Annuity

January 9, 2023

Market Briefing: On the first day of Christmas my true love sent to me... inflation

Market Briefing: On the First Day of Christmas, My True Love Sent To Me... Inflation

December 20, 2022

Market Commentary: A Fork in the Road

Market Commentary: A Fork in the Road

December 15, 2022

Market Briefing: End of Year Earnings Trends NOV. 22

Market Briefing: End of Year Earnings Trends

November 29, 2022

Image of RMB women to watch for 2022

RMB Capital Wins InvestmentNews’ “Women To Watch” Ascension Award for Firmwide Representation of Women Leaders

November 22, 2022

Alchemy: An Overview of RMB's Proprietary Information Management Tool

Alchemy: An Overview of RMB's Proprietary Information Management Tool

November 22, 2022

Hortense Friedman Award Winner - Dick Burridge Sr.

Richard Burridge Sr. Presented Hortense Friedman Award for Excellence

November 22, 2022

An Overview of the Corporate Life Cycle

An Overview of the Corporate Life Cycle

November 22, 2022

RMB Small and SMID Cap Stock Selection Process

RMB Small and SMID Cap Stock Selection Process

November 22, 2022

Alphacuity: An Overview of RMB's Proprietary Risk Analysis Tool

Alphacuity: An Overview of RMB's Proprietary Risk Analysis Tool

November 22, 2022

RMB Small and SMID Cap Portfolio Construction Process

RMB Small and SMID Cap Portfolio Construction Process

November 22, 2022

Market Commentary: De-FAANGed

Market Commentary: De-FAANGed

November 17, 2022

Oakbrook Office

RMB Capital Re-Opens Office in Chicago’s Western Suburbs

November 14, 2022

Joe McDermott Chief Compliance Officer

Joseph McDermott Joins RMB Capital as Chief Compliance Officer

November 10, 2022

Meet the Curi Capital Team: Spotlight on Beth Dalton, Chief Compliance Officer

November 3, 2022

Long Term Care Insurance Cover Image

Understanding the Basics of Long-Term Care Insurance

By Erica Tarantur, CFP®, CIMA® SVP, Wealth Advisor

October 28, 2022

Cover Image of Inflation article

Inflation

By Ryan Kennedy, CFA, SVP, Portfolio Manager

October 28, 2022

Relevant ESG Factors Cover Image

How We Analyze Companies for Relevant ESG Factors

By Tom Fanter, Partner, Director of Equities, Portfolio Manager

October 28, 2022

Roth Conversions Cover photo

Is This a Good Time for a Roth IRA Conversion

By Michele Francisco, CFP® Partner, Co-Managing Director, Wealth Management

October 28, 2022

Cover Image for 529 Plans article

In the College Savings Race, 529 Plans Are Clearly a Step Ahead

By Margo Sweany, CFP® Partner, Senior Wealth Advisor

October 28, 2022

Employee Profile: Andrew Baker

October 28, 2022

Market Commentary_Oct 22

Market Commentary: The Fed is No Longer Playing Games

October 25, 2022

Market Briefing: The U.S. Labor Market

Market Briefing: The U.S. Labor Market

October 19, 2022

RMB Capital Named to List of Top 100 RIA Firms in the Nation by Barron’s

RMB Capital Named to List of Top 100 RIA Firms in the Nation by Barron’s

October 6, 2022

Market Commentary: Stalemate

Market Commentary: Stalemate

September 20, 2022

Market Briefing Housing Chart

Market Briefing: Housing

September 8, 2022

updated image for jay menton new hire

Jay Menton Joins RMB Capital to Lead Firm’s Lake Forest Team

September 6, 2022

Market Commentary: Domino Effect

Market Commentary: Domino Effect

August 23, 2022

Market Briefing | 2022 Mid-Year Review

Market Briefing: 2022 Mid-Year Review

August 11, 2022

Jeff Burney_CCO Announcement

RMB Capital Names Jeffrey J. Burney as Chief Client Officer

August 8, 2022

Market Commentary: When Doves Cry

Market Commentary: When Doves Cry

July 26, 2022

Market Briefing: Recent Trends in Inflation

Market Briefing: Recent Trends in Inflation

July 19, 2022

Jake-Eischens-Headeshot-Wide

RMB’s Jake Eischens Quoted in Fortune Magazine About How Retirees Can Approach a Bear Market

June 30, 2022

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The Case for Core Portfolios

June 30, 2022

Goldilocks and the Two Bearish Scenarios

Market Commentary: Goldilocks and the Two Bearish Scenarios

June 23, 2022

Market Briefing: Earnings Trends

Market Briefing: Earnings Trends

June 8, 2022

Meet the Curi Capital Team: Spotlight on Colin Kelly, Managing Director of Equities

June 3, 2022

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Market Commentary: The Tipping Point

May 19, 2022

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Market Briefing: Yield Curve Inversions

May 3, 2022

Meet the Curi Capital Team: Spotlight on Jon Autry, Director of Private Investments

April 28, 2022

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Volatility: From the Pandemic to War and Inflation

April 20, 2022

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Ignoring The Noise

April 13, 2022

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Market Briefing: Effect of Geopolitical Events on Markets

April 7, 2022

Meet the Curi Capital Team: Spotlight on Tina Jacobs, Associate Advisor

March 31, 2022

Investment Commentary Woman Telescope Graph

Market Commentary: Russia Invades Ukraine

March 10, 2022

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How RMB Protects Client Data

March 9, 2022

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Market Briefing: Rising Interest Rates

March 8, 2022

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RMB Capital Announces Seven New Partners for 2022

March 2, 2022

Meet the Curi Capital Team: Spotlight on Jessica Vester, Wealth Advisor

February 28, 2022

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Market Concerns: Inflation and War

February 28, 2022

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Investment Commentary: Behind the Curve

February 22, 2022

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RMB Capital Names Amber Hickory as Chief Marketing Officer

February 17, 2022

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Market Corrections

February 4, 2022

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Investment Commentary: Coming Off the "Sugar High" of Fiscal Stimulus

January 24, 2022

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Investment Commentary: Markets Update

January 19, 2022

Meet the Curi Capital Team: Spotlight on Barrett Knowles, Wealth Investment Operations Specialist

January 11, 2022

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An Investor Behavior Forecast for 2022

January 3, 2022

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Commentary: Coming to Grips with Persistent Inflation

December 20, 2021

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While the Market Continues to Recover, Inflation and Uncertainty Loom

December 15, 2021

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Behavioral Finance: Navigating Uncertainty and Doubt

By Michele Francisco, Partner, Chief Client Officer

December 15, 2021

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The History & Evolution of ESG

By Tom Fanter, S.V.P, Partner, Andy Baker, CFA, Partner, and Chris Graff, CFA, Partner

December 15, 2021

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Understanding the Dynamics of The Municipal Bond Market

By Jonathan G. Rigano, CFA, S.V.P., Portfolio Manager, and Jeffrey L. Bryden, CFA, S.V.P., Portfolio Manager

December 15, 2021

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Retirement Plans for Small Businesses

By James Rosselle, CPFA, QPA, QKA, S.V.P., Director of Retirement Plan Solutions

December 15, 2021

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Employee Profile: Dan Matola

By Olivia Thoelke, Marketing Associate

December 15, 2021

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‘Tis the Season for Giving: Five Ways to Make the Most of Your Annual Financial Donations

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

December 9, 2021

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The Ever-Impending Selloff

December 1, 2021

Meet the Curi Capital Team: Spotlight on Margaret Hart, Associate Advisor

November 29, 2021

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Commentary: Heating Up

November 22, 2021

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Commentary: Bond Vigilantes

October 20, 2021

Meet the Curi Capital Team: Spotlight on Caleb Sanderson, Retirement Plan Solutions

September 23, 2021

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Commentary: Under the Surface

September 22, 2021

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Commentary: Corporate Earnings Beat COVID

August 20, 2021

Meet the Curi Capital Team: Spotlight on Duncan Gibson, Private Wealth

August 5, 2021

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Commentary: Taking Stock

July 20, 2021

Build Back Better Plan

Post-Pandemic Recovery: Build Back Better Plan & Potential Tax Implications

By Ann Guntli, CFA, Portfolio Manager

June 29, 2021

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Investing Trends: Meme Stocks, Digital Assets, and SPACs

By Haris Khan, Analyst

June 29, 2021

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The Global Economic Recovery Gains Traction

June 29, 2021

Private Trust Client Needs

RMB Private Trust Responds to Client Needs

June 29, 2021

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How Low Interest Rates Impact Your Insurance Coverage

By Seth Davis, CFP®, Partner, Managing Director of Wealth Management

June 29, 2021

Loren Knaster

Employee Profile: Loren Knaster

June 29, 2021

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Commentary: Help Wanted

June 21, 2021

Investment Commentary Woman Telescope Graph

Commentary: Happy Anniversary, Inflation!

May 21, 2021

Meet the Curi Capital Team: Spotlight on Frances Cronlund, Wealth Planning

May 12, 2021

Advisory Commentary

Commentary: President Outlines $1.8 Trillion American Families Plan

May 5, 2021

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Commentary: Throw the Confetti

April 20, 2021

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RMB Capital Names Michele Francisco as Chief Client Officer, Seth Davis as Managing Director of Wealth Management

March 22, 2021

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Commentary: A New Era

March 16, 2021

Advisory Commentary

Commentary: Financials Sector Update

March 1, 2021

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Six Common Financial Concerns for Physicians

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

February 23, 2021

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Commentary: A Frenetic Start

February 22, 2021

The Role of Real Assets in Investor Portfolios

The Role of Real Assets in Investor Portfolios

By Andrew Baker, CFA, Partner, Portfolio Manager

February 17, 2021

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The Importance of Dividend Growth

By Andrew Baker, CFA, Partner, Portfolio Manager

February 17, 2021

RMB Capital New Partners for 2021

RMB Capital Announces Three New Partners for 2021

February 9, 2021

Advisory Commentary

Commentary: What to Make of the Recent Short Squeeze

February 5, 2021

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One and Done: The 60-Day IRA Rollover

By Janek Pedersen, CFP®, Wealth Advisor

January 21, 2021

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Commentary: Redefining Normal

January 20, 2021

Advisory Commentary

Commentary: Tax Policy Under a Democratic Senate

January 14, 2021

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Key Provisions from the Consolidated Appropriations Act, 2021

January 8, 2021