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.

Tax Loss Harvesting: What, How, and Why?

By Benjamin Bremen, CFP®, CPA, Wealth Advisor & Chanel Dorée, CPA, Wealth Advisor

March 12, 2019

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The Global Economic Recovery Gains Traction

June 29, 2021

Post-Pandemic Recovery: Build Back Better Plan & Potential Tax Implications

By Samantha Green, Investment Associate, and Ann Guntli, CFA, Portfolio Manager

June 29, 2021

Investing Trends: Meme Stocks, Digital Assets, and SPACs

By Haris Khan, Analyst

June 29, 2021

RMB Private Trust Responds to Client Needs

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

June 29, 2021

How Low Interest Rates Impact Your Insurance Coverage

By Seth Davis, CFP®, Partner, Managing Director of Wealth Management

June 29, 2021

Tax Timeline 2021

March 30, 2021

RMB Capital Announces Three New Partners for 2021

February 9, 2021

2020: A Year of Extremes

December 16, 2020

Monetary and Fiscal Policies struggle to pedal a tandem bike up the hill towards Healthy Inflation

Inflation: The Plot Thickens

By Ryan Kennedy, CFA, V.P., Senior Analyst

December 16, 2020

Low Interest Rates Put Opportunistic Fixed Income in the Spotlight

By Andrew Baker, CFA, Partner, Portfolio Manager

December 16, 2020

Estate Planning When Interest Rates Are Low

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

December 16, 2020

What Is Behavioral Finance?

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

December 16, 2020

Fostering Connections in a Virtual World

December 16, 2020

RMB Capital Announces Three New Partners

November 18, 2020

RMB Capital Among Largest Milwaukee-area Investment Managers

September 1, 2020

Plotting a Course through A Challenging Environment as the Coronavirus Pandemic Brings the World to a Standstill

June 16, 2020

An Overview Of High-Frequency Trading

By Charles P. Henness, CFA, V.P., Senior Analyst, and Ben Niu, Ph.D., CFA, CRM, Senior Analyst

June 16, 2020

Assessing Change in a Post-Pandemic World

By Thomas Fanter, S.V.P., Director of Research, Jeff Jones, CFA, CPA®, V.P., Senior Analyst, and James D. Plumb, V.P., Senior Analyst

June 16, 2020