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

Denver Business Journal Best Places To Work

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

April 4, 2023

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Meet Curi RMB Capital: Ryan Kennedy

February 20, 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

Meet Curi RMB Capital: Alex Sliwa

February 14, 2024

Looking up at three skyscraper looking buildings

Market Commentary: The Size Divide

February 14, 2024

Meet Curi RMB Capital: Ilhwa Lee

January 22, 2024

Planning for the Unpredictable: What to Know About Disability Insurance

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

January 18, 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

Meet Curi RMB Capital: Jake Eischens

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

Meet RMB: Patrick Thiel

December 18, 2023

Meet RMB: Brian Phillips

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

Meet RMB: Charlie Henness Jr.

November 17, 2023

Avoid These Common Missteps to Optimize Your Roth IRA

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

November 16, 2023