INVESTED 2024

In this edition of INVESTED, the Curi RMB Capital team explores financial resilience in marriage, potential economic impacts of the 2024 election, and our new Wealth Builder offering. We also delve into strategies for safeguarding your financial future, leveling up your company’s retirement plans, and much more.

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Building Financial Resilience in Marriage

Discover strategies to help turn money from a source of marital stress into a tool for strengthening relationships.
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October 11, 2024

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

We examine key issues in this year’s race, and look for lessons in past election outcomes.
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October 11, 2024

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Safeguarding Your Financial Future

Learn how to better safeguard your wealth and financial future, especially if you’re in a high-liability profession.
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October 11, 2024

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Wealth Builder: Your Partner in Financial Well-Being

Explore our new program offering financial guidance at every stage of your journey.
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October 11, 2024

Leveling Up Your Company’s Retirement Savings Plans

Read about ways to enhance your retirement benefits with advanced savings and compensation options.
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October 11, 2024

Can I Use My DAF for That?

Understand the rules for using donor-advised funds (DAFs) for charitable giving, including allowable uses and common restrictions.
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October 11, 2024

The Changing Real Estate Investment Landscape

Learn how our team approaches prospective investments with shifts in societal trends and technological advancements in the current real estate market.
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October 11, 2024

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

Analyze the rise of GLP-1 drugs, their market potential, and the investment risks for biopharmaceutical firms and suppliers.
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October 11, 2024

Employee Profile — Tom Fanter

Get to know Tom Fanter, Partner and Director of Equities and Portfolio Manager, who leads our public equity investment team.
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October 11, 2024

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

Meet Frances Cronlund, S.V.P. and Senior Wealth Advisor, who specializes in financial planning for physicians and high-net-worth clients.
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October 11, 2024