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

RMB Names Five New Partners for 2023

January 26, 2023

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Market Commentary: 'G' is for Government

November 13, 2023

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The Fed’s Interest Rate Pause: What It Means for Investors

By Jeffrey L. Bryden, CFA®, S.V.P., Portfolio Manager

November 7, 2023

Meet RMB: Belén Ryan

November 7, 2023

Your Year-End To Do List

By Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager

October 31, 2023

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

RMB Named a “Women To Watch” Employer of Choice by InvestmentNews

October 23, 2023

Meet RMB: Nick Fameree

October 23, 2023

Market Commentary: Drained

October 22, 2023

Fall 2023 INVESTED Magazine

October 19, 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

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

A Look into Inflation: What to Know About Recent Trends

By Ann Guntli, CFA®, Partner, Portfolio Manager, Connor Fox, Investment Analyst

October 19, 2023

Employee Profile: Barbara Black, CFP®

By Barbara Black, CFP®, S.V.P., Senior Wealth Manager

October 19, 2023

Intergenerational Care

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

October 19, 2023

Understanding Fixed Income

By Jeffrey L. Bryden, CFA®, S.V.P., Portfolio Manager

October 19, 2023

Estate Planning 101

By Jason Largey, J.D., Wealth Strategist

October 19, 2023

Trends in Charitable Giving

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

October 19, 2023