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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Meet RMB: Nick Fameree

October 23, 2023

Market Commentary: Drained

October 22, 2023

Fall 2023 INVESTED Magazine

October 19, 2023

Trends in Charitable Giving

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

October 19, 2023

What Does Secure 2.0 Mean for Retirement?

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

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

A Look into Inflation: What to Know About Recent Trends

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

October 19, 2023

Employee Profile: Barbara Black, CFP®

By Barbara Black, CFP®, S.V.P., Senior Wealth Manager

October 19, 2023

Intergenerational Care

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

October 19, 2023

Understanding Fixed Income

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

October 19, 2023

Estate Planning 101

By Jason Largey, J.D., Wealth Strategist

October 19, 2023

Meet RMB: Sannya Munir

October 12, 2023

Keeping Your Credit Scores Strong in Retirement

By Jake Eischens, CFP®, Wealth Advisor

October 9, 2023

RMB’s Lake Forest, Ill. Office Moves to New Location

October 9, 2023

Meet the Curi Capital Team: Spotlight on Katie Strother, Wealth Advisor

September 26, 2023

Market Briefing: Hard vs. Soft Landing

September 25, 2023

RMB Recognized in 2023 Barron’s Rankings

September 21, 2023

Market Commentary: Goodbye, August

September 19, 2023