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.

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2024 INVESTED Magazine

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Container ship sailing on ocean

Market Commentary: Calm Amid Chaos

June 18, 2025

Couples financial planning

Building Financial Partnership: Supporting Shared Wealth and Financial Empowerment for Women

By Kristen Roder, CPWA®, CFP®, V.P., Relationship Manager, Family Office Services

June 17, 2025

Chest pieces with the king laying on the board and the queen next to it

Market Commentary: Gambit

April 7, 2025

Top Independ High-Net-Worth Advisors 2025 List

Curi RMB Capital Named a Top Independent High-Net Worth Advisor by InvestmentNews

April 2, 2025

City street with rain puddles

Market Commentary: Rain on the Parade

March 13, 2025

Tax Timeline 2024

February 19, 2024

Looking up at three skyscraper looking buildings

Market Commentary: The Size Divide

February 14, 2024

Year end giving

Planning a Year-End Charitable Gift

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

October 31, 2023

Charitable giving vehicles

Finding the Charitable Giving Vehicle That’s Right for You

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

October 30, 2023

Trends in Charitable Giving

Trends in Charitable Giving

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

October 19, 2023

Intergenerational Care: Navigating the Sandwich and Grandsandwich Generations

Intergenerational Care

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

October 19, 2023

Investing in AI and Machine Learning Offers Compelling Opportunities, But Be Wary of Risks

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

Estate Planning 101

Estate Planning 101

By Jason Largey, J.D., Wealth Strategist

October 19, 2023

What Does Secure 2.0 Mean for Retirement

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

FA Top 100 2023

RMB Named to Financial Advisor Magazine’s List of Top 100 RIA Firms

July 24, 2023

Market Briefing: The Debt Ceiling

Market Briefing: The Debt Ceiling

May 24, 2023

RMB May Market Commentary

Market Commentary: A Series of Unfortunate Events

May 12, 2023

Welcome, Ryan Emerson - Director of Wealth Builder

RMB Names Ryan Emerson as Director of Wealth Builder

April 24, 2023

RMB Market Commentary - Tick Tock - April 2023

Market Commentary: Tick Tock

April 20, 2023

Denver Business Journal Best Places To Work

RMB Honored in Denver Business Journal’s 2023 Best Places to Work

April 4, 2023

RMB Managing Partner Don Bechter Featured on RIA Edge Podcast

RMB Managing Partner Don Bechter Featured on RIA Edge Podcast

March 23, 2023

Tax Planning

Navigating Tax Season 2023

March 20, 2023

RMB Capital - Building Image

Impact of Recent Bank Failures

March 14, 2023

RIA Edge Top 100

RMB Named to Inaugural “RIA Edge 100” List

March 1, 2023

RMB 2023 Tax Timeline

Tax Timeline 2023

January 31, 2023

RMB 2023 Partners

RMB Names Five New Partners for 2023

January 26, 2023

mpio_1

While the Market Continues to Recover, Inflation and Uncertainty Loom

December 15, 2021

w2022-retirement plans

Retirement Plans for Small Businesses

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

December 15, 2021

w2022_danmatola

Employee Profile: Dan Matola

By Olivia Thoelke, Marketing Associate

December 15, 2021

Build Back Better Plan

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

By Ann Guntli, CFA, Portfolio Manager

June 29, 2021

2021 trends

Investing Trends: Meme Stocks, Digital Assets, and SPACs

By Haris Khan, Analyst

June 29, 2021

mpio_1

The Global Economic Recovery Gains Traction

June 29, 2021

Private Trust Client Needs

RMB Private Trust Responds to Client Needs

June 29, 2021

insurance coverage

How Low Interest Rates Impact Your Insurance Coverage

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

June 29, 2021

RMB Capital New Partners for 2021

RMB Capital Announces Three New Partners for 2021

February 9, 2021