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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SECURE 2.0 and Retirement Savings: What Investors Need to Know

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

July 31, 2023

Market Briefing: State of the Labor Market

July 25, 2023

Higher Rates, Higher Prices Impact Housing Market Investors

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

July 24, 2023

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

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

July 12, 2023

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

Market Briefing: S&P 500 Performance Trends

June 20, 2023

Market Briefing: The Debt Ceiling

May 24, 2023

Market Briefing: Inflation

April 25, 2023

Market Briefing: The Housing Market

February 28, 2023

Market Briefing: 2023 Outlook

January 31, 2023

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

November 29, 2022

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

November 22, 2022

An Overview of the Corporate Life Cycle

November 22, 2022

RMB Small and SMID Cap Stock Selection Process

November 22, 2022

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

November 22, 2022

RMB Small and SMID Cap Portfolio Construction Process

November 22, 2022

Market Briefing: The U.S. Labor Market

October 19, 2022