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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Meet RMB: Sannya Munir

October 12, 2023

Keeping Your Credit Scores Strong in Retirement

By Jake Eischens, CFP®, Wealth Advisor

October 9, 2023

RMB’s Lake Forest, Ill. Office Moves to New Location

October 9, 2023

Meet the Curi Capital Team: Spotlight on Katie Strother, Wealth Advisor

September 26, 2023

RMB Capital SMID Cap Core Strategy Named to “PSN Top Guns” List for Q2 2022

RMB Capital’s SMID Cap Core Strategy Named to “PSN Top Guns” List for Q2 2023

September 13, 2023

Sunset on the Horizon: Changes to the Federal Estate Tax Exemption

September 11, 2023

Corporate Executive Services: Customized Financial Planning for Complex Needs

September 11, 2023

Meet RMB: Tim Hanna

September 6, 2023

Gaining an Investment Foothold: The Dollar-Cost Averaging Approach

By Janek Pedersen, CFP®, V.P., Wealth Advisor

September 5, 2023

Market Insight: Positioning Bond Portfolios After a Credit Downgrade

August 15, 2023

Meet RMB: Jim Lundgren

August 10, 2023

Retirement Saving Tips for Your Phase of Life

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

August 7, 2023

The Value of an Advisor: Beyond the Dollars

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

August 7, 2023

Meet RMB: Lindsay LeValley

August 2, 2023

SECURE 2.0 and Retirement Savings: What Investors Need to Know

By Michele Francisco, Partner, Co-Managing Director of Wealth Management

July 31, 2023

Meet the Curi Capital Team: Spotlight on David Arthur, Senior Director of Wealth Management

July 31, 2023

Higher Rates, Higher Prices Impact Housing Market Investors

By Michele Francisco, Partner, Co-Managing Director of Wealth Management

July 24, 2023

Gold figurines of a bull and a bear standing on top of financial documents

Market Commentary: The Running of the Bulls (and Bears)

July 24, 2023