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

Narrow Your Search

Planning Insights

Charitable Giving

Compensation & Benefits

Education Funding

Estate Planning

General Planning

Insurance Analysis

Retirement Analysis

Tax Planning

Investing Insights

Asset Allocation & Asset Classes

Economic/Market Commentary

General Investing

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

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

By Kate Demet, Partner, Chief Marketing Officer

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

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

Catching up with Co-Founder Fred Paulman

By Kate Demet, Partner, Chief Marketing Officer

June 16, 2020

RMB Capital’s 15th Anniversary a Time for Gratitude, Reflection

April 14, 2020

Off Balance: The Changing Demographics of Our Macroeconomy

By Samantha Green, Investment Associate

January 6, 2020