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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Chain links with digital numbers all over

Protecting Yourself from Financial Fraud in the Digital Age

By Janek Pedersen, CFP®, Partner, Wealth Advisor

September 16, 2024

What can happen to markets when the Fed starts cutting interest rates?

September 12, 2024

Image of a dock and water in the background

Market Commentary: Those Lazy-Hazy-Crazy Days of Summer

September 11, 2024

Woman sitting on floor amid moving boxes with a laptop

Cash Management Accounts: A Simple Guide for Beginners

By Janelle McCreary, CFP®, Lead Advisor

September 3, 2024

Preparing for Life After Retirement: Financially and Emotionally

By Mohini M. McCormick, CFP®, Partner, Senior Wealth Manager

August 19, 2024

Image of a house in the process of being built

Housing and Affordability

August 19, 2024

Close up of the hands of two runners passing a metal baton in a relay race

Market Commentary: Passing the Baton

August 15, 2024

Masa Hosomizu, CFA, featured in CNN article

Masa Hosomizu on Japanese Stocks in CNN

August 7, 2024

Should Retirement Mean Relocating?

By Christa Madison, CFP®, CEPA®, VP, Senior Wealth Advisor

August 7, 2024

Jay Menton Profiled in Sheridan Road Magazine

August 6, 2024

Grandfather and toddler grandchild planting a tree

Navigating the Future of Social Security

By Barb Black, CFP®, Partner, Senior Wealth Manager

August 5, 2024

Erica Tarantur Addresses Debt in Retirement in Chicago Tribune

July 23, 2024

Saving for College: Financial Strategies and Best Practices

By Brian Klein CFP®, CWS®, Wealth Advisor

July 18, 2024

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

Mid-Year Review: 2024 Key Themes

July 17, 2024

Curi RMB Capital makes FA Magazine's RIA Rankings

2024 Financial Advisor RIA Rankings

July 17, 2024

Chart showing changing levels of inflation

Market Commentary: Status Quo

July 16, 2024

Preparing for the Estate Tax Sunset

By Jason Largey, J.D., Wealth Strategist

July 10, 2024

Essential Discussions for Couples Before Marriage

By Loren Knaster, CFA®, CFP®, Partner, Senior Wealth Manager

June 24, 2024