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.

The Importance of Dividend Growth

By Andrew Baker, CFA, V.P., Portfolio Manager

January 16, 2012

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One and Done: The 60-Day IRA Rollover

By Janek Pedersen, CFP®, Wealth Advisor

January 21, 2021

Investment Commentary Woman Telescope Graph

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

Fostering Connections in a Virtual World

By Kate Demet, Partner, Chief Marketing Officer

December 16, 2020

The Case for Core Portfolios

December 2, 2020

Commentary: A Rare Confluence of Tax-Planning Opportunities

October 23, 2020

Commentary: Estate Planning’s Importance Heightened by the Pandemic

October 19, 2020

Commentary: Feast or Famine

October 16, 2020

Commentary: Tax-Related Proposals of Presidential Candidates

October 12, 2020

Commentary: Evolving Policy Considerations

September 16, 2020

Commentary: The Market Recovery Continues

August 18, 2020

How to Evaluate a Wealth Manager

July 21, 2020