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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Image of a house in the process of being built

Housing and Affordability

August 19, 2024

Image of wooden blocks with a percent type stacked on coins that increase

Mid-Year Review: 2024 Key Themes

July 17, 2024

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Opportunities for Active Managers

June 20, 2024

Pagers with charts and graphs

Fundamentals Will Be Key for Stocks in 2024

May 15, 2024

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The Cost of Holding Cash

April 9, 2024

Reseracher wearing a mask and goggles with test tubes, droppers, and other lab equipment.

From Treatment to Investment: Considering Opportunities Surrounding the GLP-1 Biopharmaceutical Revolution

By Trevor Isham, CFP®, Partner, Senior Wealth Manager and Jeff Jones, CFA®, CPA, Partner, Portfolio Manager

March 21, 2024

Image of US money and building columns

Market Briefing: Earnings Trends

March 8, 2024

Denver skyline

Curi RMB Capital Named “Best Place to Work” by Denver Business Journal

March 4, 2024

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Market Briefing: 2023 Year in Review

January 22, 2024

View of a backyard with a house and pool

Market Briefing: The Housing Market

December 14, 2023

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Market Briefing: The Seesaw of Consumer Savings and Spending

November 14, 2023

Investing in AI and Machine Learning Offers Compelling Opportunities, But Be Wary of Risks

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

Intergenerational Care: Navigating the Sandwich and Grandsandwich Generations

Intergenerational Care

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

October 19, 2023

A Look into Inflation: What to Know About Recent Trends

A Look into Inflation: What to Know About Recent Trends

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

October 19, 2023

Market Briefing: Hard vs. Soft Landing

Market Briefing: Hard vs. Soft Landing

September 25, 2023

Corporate Executive Services

Corporate Executive Services: Customized Financial Planning for Complex Needs

September 11, 2023

August Market Briefing

Market Briefing: Trends This Earnings Season

August 22, 2023

James Rosselle

Retirement Saving Tips for Your Phase of Life

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

August 7, 2023

Influencer Secure 2.0

SECURE 2.0 and Retirement Savings: What Investors Need to Know

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

July 31, 2023

July Market Briefing

Market Briefing: State of the Labor Market

July 25, 2023

Michele Francisco Housing

Higher Rates, Higher Prices Impact Housing Market Investors

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

July 24, 2023

Michele Bonds

Bonds Are Back, But Confusion Remains: Sorting Out Fixed Income Investments

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

July 12, 2023

Michele S&P

Tech and AI are Driving the Current Market Rally. What Does That Mean for Investors?

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

July 5, 2023

June 2023 Market Briefing

Market Briefing: S&P 500 Performance Trends

June 20, 2023

Market Briefing: The Debt Ceiling

Market Briefing: The Debt Ceiling

May 24, 2023

April 2023 Market Briefing

Market Briefing: Inflation

April 25, 2023

February Market Briefing: The Housing Market

Market Briefing: The Housing Market

February 28, 2023

JAN Market Briefing 2023

Market Briefing: 2023 Outlook

January 31, 2023

Market Briefing: On the first day of Christmas my true love sent to me... inflation

Market Briefing: On the First Day of Christmas, My True Love Sent To Me... Inflation

December 20, 2022

Market Briefing: End of Year Earnings Trends NOV. 22

Market Briefing: End of Year Earnings Trends

November 29, 2022

Alchemy: An Overview of RMB's Proprietary Information Management Tool

Alchemy: An Overview of RMB's Proprietary Information Management Tool

November 22, 2022

An Overview of the Corporate Life Cycle

An Overview of the Corporate Life Cycle

November 22, 2022

Alphacuity: An Overview of RMB's Proprietary Risk Analysis Tool

Alphacuity: An Overview of RMB's Proprietary Risk Analysis Tool

November 22, 2022

RMB Small and SMID Cap Portfolio Construction Process

RMB Small and SMID Cap Portfolio Construction Process

November 22, 2022

RMB Small and SMID Cap Stock Selection Process

RMB Small and SMID Cap Stock Selection Process

November 22, 2022

Market Briefing: The U.S. Labor Market

Market Briefing: The U.S. Labor Market

October 19, 2022

Market Briefing Housing Chart

Market Briefing: Housing

September 8, 2022

Market Briefing | 2022 Mid-Year Review

Market Briefing: 2022 Mid-Year Review

August 11, 2022

Market Briefing: Recent Trends in Inflation

Market Briefing: Recent Trends in Inflation

July 19, 2022

Market Briefing: Earnings Trends

Market Briefing: Earnings Trends

June 8, 2022

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Market Briefing: Yield Curve Inversions

May 3, 2022

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Market Briefing: Effect of Geopolitical Events on Markets

April 7, 2022

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Market Briefing: Rising Interest Rates

March 8, 2022