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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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

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