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 Briefing: Inflation

April 25, 2023

Narrow Your Search

Investing Insights

Asset Allocation & Asset Classes

Economic/Market Commentary

General Investing

Market Briefing

News

Recognition

Community Involvement

General News

Inside RMB

Practice Areas

Asset Management

Family Office Services

Retirement Plan Solutions

Wealth Management

Media Type

Article

Audio

Infographic

Press Release

Video

Two people in athletic clothing sit with the city buildings in front of them

Your Financial Resolutions for 2024

By Margo Sweany, CFP®, Partner, Senior Wealth Advisor

January 16, 2024

Curi Capital and RMB Capital Complete Merger

January 2, 2024

Meet RMB: Patrick Thiel

December 18, 2023

View of a backyard with a house and pool

Market Briefing: The Housing Market

December 14, 2023

Meet RMB: Brian Phillips

December 14, 2023

Person's hand holding a gift with other bags hanging from wrist

Market Commentary: Retail Therapy

December 13, 2023

Curi RMB Capital: A New Chapter Firmly Rooted in Our History

November 21, 2023

Image stating for immediate release Curi Capital and RMB have merged. Curi and RMB Logos are displayed in a ring graphic

Curi Capital to Merge with RMB Capital

November 21, 2023

Meet RMB: Charlie Henness Jr.

November 17, 2023

Avoid These Common Missteps to Optimize Your Roth IRA

By Charlie Brey, CFP®, V.P., Wealth Advisor

November 16, 2023

Market Briefing: The Seesaw of Consumer Savings and Spending

November 14, 2023

Close up of 100 dollar bill of Benjamin Franklin with numbers and bar graph over the top

Market Commentary: 'G' is for Government

November 13, 2023

Hands of person holding laptop with graphs and tables on laptop screen

The Fed’s Interest Rate Pause: What It Means for Investors

By Jeffrey L. Bryden, CFA®, S.V.P., Portfolio Manager

November 7, 2023

Meet RMB: Belén Ryan

November 7, 2023

Planning a Year-End Charitable Gift

By Meg Bunn, CFP®, V.P., Relationship Manager, Family Office Services

October 31, 2023

Your Year-End To Do List

By Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager

October 31, 2023

Finding the Charitable Giving Vehicle That’s Right for You

By Meg Bunn, CFP®, V.P., Relationship Manager, Family Office Services

October 30, 2023

RMB Named a “Women To Watch” Employer of Choice by InvestmentNews

October 23, 2023