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 Briefing: Inflation

April 25, 2023

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Market Commentary: Rain on the Parade

March 13, 2025

Tax Timeline 2024

February 19, 2024

Looking up at three skyscraper looking buildings

Market Commentary: The Size Divide

February 14, 2024

Planning a Year-End Charitable Gift

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

October 31, 2023

Finding the Charitable Giving Vehicle That’s Right for You

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

October 30, 2023

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

Trends in Charitable Giving

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

October 19, 2023

Intergenerational Care

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

October 19, 2023

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

Estate Planning 101

By Jason Largey, J.D., Wealth Strategist

October 19, 2023

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

July 24, 2023

Market Briefing: The Debt Ceiling

May 24, 2023

Market Commentary: A Series of Unfortunate Events

May 12, 2023

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

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

RMB Managing Partner Don Bechter Featured on RIA Edge Podcast

March 23, 2023

Navigating Tax Season 2023

March 20, 2023

Impact of Recent Bank Failures

March 14, 2023

RMB Named to Inaugural “RIA Edge 100” List

March 1, 2023

Tax Timeline 2023

January 31, 2023

While the Market Continues to Recover, Inflation and Uncertainty Loom

December 15, 2021

Retirement Plans for Small Businesses

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

December 15, 2021

Employee Profile: Dan Matola

By Olivia Thoelke, Marketing Associate

December 15, 2021

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

By Ann Guntli, CFA, Portfolio Manager

June 29, 2021

The Global Economic Recovery Gains Traction

June 29, 2021

Investing Trends: Meme Stocks, Digital Assets, and SPACs

By Haris Khan, Analyst

June 29, 2021

RMB Private Trust Responds to Client Needs

June 29, 2021

How Low Interest Rates Impact Your Insurance Coverage

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

June 29, 2021

RMB Capital Announces Three New Partners for 2021

February 9, 2021