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: A Series of Unfortunate Events

May 12, 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

Image of globe with various stock market numbers

Opportunities for Active Managers

June 20, 2024

Fundamentals Will Be Key for Stocks in 2024

May 15, 2024

Hands holding and counting stack of hundred dollar views

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

Market Briefing: Earnings Trends

March 8, 2024

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

March 4, 2024

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

Market Briefing: The Seesaw of Consumer Savings and Spending

November 14, 2023

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

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

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

Market Briefing: Hard vs. Soft Landing

September 25, 2023

Corporate Executive Services: Customized Financial Planning for Complex Needs

September 11, 2023

Market Briefing: Trends This Earnings Season

August 22, 2023

Retirement Saving Tips for Your Phase of Life

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

August 7, 2023