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.

Our Investment Philosophy

March 15, 2019

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Commentary: President Outlines $1.8 Trillion American Families Plan

May 5, 2021

Investment Commentary Woman Telescope Graph

Commentary: Throw the Confetti

April 20, 2021

Commentary: A New Era

March 16, 2021

Commentary: Financials Sector Update

March 1, 2021

Commentary: A Frenetic Start

February 22, 2021

The Role of Real Assets in Investor Portfolios

By Andrew Baker, CFA, Partner, Portfolio Manager

February 17, 2021

The Importance of Dividend Growth

By Andrew Baker, CFA, Partner, Portfolio Manager

February 17, 2021

Commentary: What to Make of the Recent Short Squeeze

February 5, 2021

Partner and Portfolio Manager, Masa Hosomizu, recently spoke with The Wall Street Transcript

January 28, 2021

One and Done: The 60-Day IRA Rollover

By Janek Pedersen, CFP®, Wealth Advisor

January 21, 2021

Commentary: Redefining Normal

January 20, 2021

Commentary: Tax Policy Under a Democratic Senate

January 14, 2021

Investment Commentary Man with Magnifying Glass

Key Provisions from the Consolidated Appropriations Act, 2021

January 8, 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