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 Commentary: Tick Tock

April 20, 2023

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RMB Named to Inaugural “RIA Edge 100” List

March 1, 2023

Market Commentary: Markets On the Rise, But Volatility Looms

February 21, 2023

Meet the Curi Capital Team: Spotlight on Sheldon Fox, Senior Director, Family Office Services

February 2, 2023

What you need to know about the SECURE Act 2.0

By Brian Janecke, Tax Planning Strategist, Family Office Services, Brian Klein, Wealth Advisor

January 30, 2023

RMB Names Five New Partners for 2023

January 26, 2023

Market Commentary: Money Like Water

January 19, 2023

Use Caution and Know The Tax Implications Before Purchasing an Annuity

January 9, 2023

Market Commentary: A Fork in the Road

December 15, 2022

RMB Capital Wins InvestmentNews’ “Women To Watch” Ascension Award for Firmwide Representation of Women Leaders

November 22, 2022

Hortense Friedman Award Winner - Dick Burridge Sr.

Richard Burridge Sr. Presented Hortense Friedman Award for Excellence

November 22, 2022

Market Commentary: De-FAANGed

November 17, 2022

RMB Capital Re-Opens Office in Chicago’s Western Suburbs

November 14, 2022

Joseph McDermott Joins RMB Capital as Chief Compliance Officer

November 10, 2022

Meet the Curi Capital Team: Spotlight on Beth Dalton, Chief Compliance Officer

November 3, 2022

Understanding the Basics of Long-Term Care Insurance

By Erica Tarantur, CFP®, CIMA® SVP, Wealth Advisor

October 28, 2022

Inflation

By Ryan Kennedy, CFA, SVP, Portfolio Manager

October 28, 2022

How We Analyze Companies for Relevant ESG Factors

By Tom Fanter, Partner, Director of Equities, Portfolio Manager

October 28, 2022

Is This a Good Time for a Roth IRA Conversion

By Michele Francisco, CFP® Partner, Co-Managing Director, Wealth Management

October 28, 2022