INVESTED | Winter 2022

Changing Horizon

Semiannual financial perspective from RMB Capital

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RMB Capital Announces Seven New Partners for 2022

March 2, 2022

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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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Considerations When Choosing a Donor-Advised Fund

By Margot Bunn, CFP® V.P., Relationship 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