Smart takes on curated topics that matter most in wealth management.

Meet the Curi Capital Team: Spotlight on Jon Autry, Director of Private Investments

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals…

Exploring Business Owner Exit Strategies for Physicians

With the pressures on private practices showing no signs of letting up, it’s essential that physicians understand their options for exiting practice ownership—and the financial implications of each.

Nowhere to Hide: Q2 2022 Market Commentary

Bond investors may be in for an unwelcome surprise when they open their first quarter portfolio statements. Bonds were not the haven they’ve been in the…

Financially Preparing for New Parenthood 

How to approach reviewing your finances and budget when preparing for first-time parenthood.

‘Tis the Season: 2022 Market Outlook

The time has come for investment professionals to offer their forecasts for the year ahead. The following three predictions have been somewhat repetitive for the last…

‘Tis the Season for Giving: Five Ways to Make the Most of Your Annual Financial Donations

By understanding the different ways to provide philanthropic financial contributions, donors can make the most of the gift for their own bottom line.

Noise and Signal: Q4 2021 Market Commentary

With the rapid rise of the 24-hour news cycle and the increasing influence of social media platforms, one challenge we face today is too much information…

Educating Children About Money Management Before an Inheritance

Financial education starts at home from an early age, making it critical that parents teach their children about positive financial habits. Parents have the opportunity to lead by example via open communication and encouragement to ensure their children are well prepared to make sound financial decisions before receiving an inheritence.

Meet the Curi Capital Team: Spotlight on Caleb Sanderson, Retirement Plan Solutions

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help…

Could a Cash Balance Retirement Plan Be Right for Your Practice?

Cash balance retirement plans are the fastest-growing type of retirement plan in the nation and could serve as an excellent tool for practices to help employees make the most of their money.

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Curi RMB Capital, LLC (“Curi RMB”), is an investment adviser in Chicago, IL with other large offices in Raleigh, NC, Denver, CO, and Milwaukee, WI. Curi RMB is registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of the firm’s current written disclosure brochure filed with the SEC which discusses, among other things, Curi RMB's business practices, services, and fees, is available through the SEC's website www.adviserinfo.sec.gov..