News & Insights

This collection of news and insights from RMB provides examples of the in-depth research and analysis, industry knowledge, and fundamental principles underlying what we do for our clients.

Benchmarks: What They Can—and Cannot—Tell You

By Andrew Baker, CFA, V.P., Portfolio Manager

August 23, 2016

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Estate Planning When Interest Rates Are Low

By Terrence M. LaBant, JD, S.V.P., Director of Wealth Strategy

December 16, 2020

Commentary: Estate Planning’s Importance Heightened by the Pandemic

October 19, 2020

Planning in Up and Down Markets

By Kristy McCullough, S.V.P., Wealth Advisor

June 16, 2020

A Guide to Private Trust Companies Today

By Terrence M. LaBant, JD, S.V.P., Director of Wealth Strategy

June 16, 2020

Beneficiary Considerations

By Margo Sweany, CFP®, Wealth Advisor

January 17, 2018

Successful Wealth Transitions: Inform, Involve, Entrust

February 8, 2016

The Greatest Gift To Your Heirs: Financial Literacy

By Dimitri P. Eliopoulos, CFP®, CPWA®, Partner, Director of Advisory Services, Wealth Management

January 12, 2015

What To Consider When Choosing A Trustee

By Michele Francisco, CFP®, Partner, Chief of Staff

January 18, 2014