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.

Amplifying the Rewards of Charitable Giving with Donor-Advised Funds

By Erica Tarantur, CFP®, CIMA®, Wealth Advisor

September 13, 2016

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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

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’s James Rosselle Named to 2020 Financial Times 401 Top Retirement Advisers

October 22, 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

Catching up with Co-Founder Fred Paulman

By Kate Demet, Partner, Chief Marketing Officer

June 16, 2020

RMB Retirement Plan Solutions Celebrates Accolades

June 4, 2020

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

April 14, 2020

Navigating Financial Markets amid Mixed Signals from Consumers, Corporations, and the U.S. Government

January 6, 2020

Off Balance: The Changing Demographics of Our Macroeconomy

By Samantha Green, Investment Associate

January 6, 2020

The Evolution of Corporate Responsibility

By Christopher C. Faber, S.V.P., Portfolio Manager

January 6, 2020