Content Type: Article

What’s The Best Use of Your Dollar?

By Ryan Emerson, Partner, Managing Director of Wealth Builder

May 5, 2026
Is Now a Good Time for a Roth IRA Conversion? A Financial Advisor’s Guide

By Michele Francisco, CFP® Partner, Senior Relationship Manager, FOS

April 22, 2026
What Are Private Markets and Why Are Investors Considering Them Today?

By Ryan Kennedy, CFA®, Partner, Director of Private Markets

April 2, 2026
Understanding the Basics of Long-Term Care Insurance

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

April 2, 2026
Curi Capital Ranked Among Chicago’s Largest Wealth Management Firms by Crain’s

April 1, 2026
Market Commentary: Rotation Meets Escalation

March 13, 2026
SMID Cap Core Strategy Earns PSN Top Guns Recognition for Q4 2025

March 12, 2026
Denver Office Earns Fourth Straight “Best Place to Work” Recognition

February 27, 2026
60-Day IRA Rollover Rules: Limits, Penalties, and Alternatives

By Janek Pedersen, CFP®, Wealth Advisor

February 14, 2026
How Curi Capital Is Approaching Artificial Intelligence

By Dimitri Eliopoulos, CFP®, CPWA®, Chief Executive Officer

February 11, 2026
The Importance of Asset Protection for Physicians

By Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

February 9, 2026
Annual Update from the Milwaukee Wealth Management Team

By Trevor Isham, Partner, Senior Wealth Manager

January 30, 2026
Your Financial Resolutions for 2026

By Margo Sweany, CFP®, Partner, Director of Practice Management

January 9, 2026
Six Common Financial Concerns for Physicians

By Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

January 9, 2026
Planning a Year-End Charitable Gift

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

October 31, 2025
Market Commentary: Bubble Trouble

October 14, 2025
Giving with Purpose: How Women Are Shaping the Future of Philanthropy

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

September 15, 2025
Market Commentary: A Curious Balance

September 9, 2025
A Doctor’s Dilemma: Pay Off Student Loans Early or Invest?

By Loren Knaster, CFA®, CFP®, Partner, Senior Wealth Manager

August 13, 2025
Market Commentary: Summer Breeze

August 13, 2025
Bridging the Wealth Gap: How Women Can Invest with Purpose at Every Life Stage

By Mohini McCormick, CFP®, Senior Wealth Advisor

August 11, 2025
Unlocking the Triple-Tax Advantage of Health Savings Accounts

By Ryan Emerson, S.V.P., Director of Wealth Builder

August 5, 2025
Spending Cuts and the Federal Deficit

July 23, 2025
Tariff Revenue

July 23, 2025
Market Commentary: Fireworks

July 11, 2025
Planning for Early Retirement as a Physician

By Jay Krause, CPFA, Retirement Plan Advisor

July 2, 2025
Market Commentary: Calm Amid Chaos

June 18, 2025
Building a Tax-Efficient Investment Portfolio

By Ian Doll, CFP®, Partner, Wealth Advisor

June 17, 2025
10 Steps to Take Before Retirement

By Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

May 8, 2025
Third Consecutive “Best Place to Work” Honor for Denver Office

May 8, 2025
Market Commentary: Gambit

April 7, 2025
Curi RMB Capital Named a Top Independent High-Net Worth Advisor by InvestmentNews

April 2, 2025
Curi RMB Capital Named to 2025 NAPA Top DC Advisor Multi-Office Firms List

March 27, 2025
Navigating Worries When Uncertainty Gets the Best of Us

By Seth Davis, CPWA®, CFP® Partner, Managing Director

March 18, 2025
Curi RMB Capital Named to PSN Top Guns Manager of the Decade 2024 List

March 12, 2025
One Step Ahead: Recognizing and Preventing Financial Fraud

By Zahava Davis, V.P., Client Experience Manager

March 11, 2025
How Much Should You Save to Achieve Your Financial Goals?

By Ryan Emerson, Partner, Managing Director of Wealth Builder

February 13, 2025
Investing Made Simple: A Beginner’s Guide

By Barb Black, CFP®, Partner, Senior Wealth Manager

February 13, 2025
Market Commentary: AI Wars

February 12, 2025
The Old Fashioned: January 2025

By Trevor Isham, Partner, Senior Wealth Manager

January 23, 2025
Budgeting in 2025

By Brian Klein, CWS®, CFP®

January 21, 2025
Market Commentary: Vibes

January 15, 2025
Market Commentary: Red

December 10, 2024
Investment Principles – Risk Capacity & Risk Tolerance

By Brian Klein, CWS, CFP

October 30, 2024
Market Commentary: Rate Cuts and Deficits and Elections, Oh My!

October 16, 2024
Building Financial Resilience in Marriage

By Trevor Isham, CFP®, Partner, Senior Wealth Manager

October 11, 2024
Can I Use My DAF for That?

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

October 11, 2024
The Changing Real Estate Investment Landscape

By Andy Baker, CFA®, Partner, Director of Private Markets, Portfolio Manager

October 11, 2024
Employee Profile — Frances Cronlund, CIMA®, CTFA, CExP™, CFP®

October 11, 2024
Employee Profile — Tom Fanter

October 11, 2024
Insights from Past Presidential Races and What They Could Mean for 2024

By Chris Graff, CFA®, Partner, Co-Chief Investment Officer, and Ann Guntli, CFA®, Partner, Director of Advisory Services

October 11, 2024
Safeguarding Your Financial Future

By Jason Largey, J.D., Wealth Strategist

October 11, 2024
Wealth Builder: Your Partner in Financial Well-Being

By Ryan Emerson, Director of Wealth Builder

October 11, 2024
Jenn Shepard Joins Curi RMB Capital as Senior Wealth Advisor

September 30, 2024
How Physician Parents Save for College

By Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

September 23, 2024
Market Commentary: Those Lazy-Hazy-Crazy Days of Summer

September 12, 2024
Preparing for Life After Retirement: Financially and Emotionally

By Mohini M. McCormick, CFP®, Partner, Senior Wealth Manager

August 19, 2024
Market Commentary: Passing the Baton

August 15, 2024
Should Retirement Mean Relocating?

By Christa Madison, CFP®, CEPA®, VP, Senior Wealth Advisor

August 7, 2024
Jay Menton Profiled in Sheridan Road Magazine

August 6, 2024
Navigating the Future of Social Security

By Barb Black, CFP®, Partner, Senior Wealth Manager

August 5, 2024
Erica Tarantur Addresses Debt in Retirement in Chicago Tribune

July 23, 2024
Essential Discussions for Couples Before Marriage

By Loren Knaster, CFA®, CFP®, Partner, Senior Wealth Manager

June 24, 2024
Market Commentary: Power Play

June 18, 2024
Two Curi RMB Capital Advisors Spotlighted at InvestmentNews Women Advisor Summit

June 11, 2024
Taking a Niche Approach to Wealth Management

By Dimitri P. Eliopoulos, CFP®, CPWA®, Partner, Chief Executive Officer

June 7, 2024
Trendspotting in Personal Finance

By Trevor Isham, Partner, Senior Wealth Manager

May 20, 2024
Dollars and Purpose: What does your money say about who you are?

By Trevor Isham CFP®, Partner, Senior Wealth Manager

May 16, 2024
Market Commentary: Policy Tug of War

May 15, 2024
The Great Wealth Transfer: IRA Management for Today and Tomorrow

By Olive Mitchell, CFP®, Wealth Advisor

May 13, 2024
Investor Behavior

By Brian Klein, CWS, CFP

May 3, 2024
Legacy Planning 2.0: Modern Solutions for Transferring Wealth Across Generations

By Charlie Brey, CFP®, Partner, Senior Wealth Manager

May 1, 2024
Navigating the Financial Gray in Divorce: 10 Common Considerations

By Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

April 24, 2024
Market Commentary: A New Bull’s Eye

April 22, 2024
From Treatment to Investment: Considering Opportunities Surrounding the GLP-1 Biopharmaceutical Revolution

By Trevor Isham, CFP®, Partner, Senior Wealth Manager and Jeff Jones, CFA®, CPA, Partner, Portfolio Manager

March 21, 2024
Meet Curi RMB Capital: Hannah Arthur

March 20, 2024
Tax Preparation Advice

By Reece Piotter, Wealth Management Associate

March 19, 2024
Keeping It in the Family: Intrafamily Loans

By Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager

March 19, 2024
Market Commentary: Navigating the Bull

March 13, 2024
Curi RMB Capital Named “Best Place to Work” by Denver Business Journal

March 4, 2024
Wealth Advisor Olive Mitchell Joins Washington, D.C. Office

February 28, 2024
Curi RMB Capital Names New Partners for 2024

February 21, 2024
Meet Curi RMB Capital: Ryan Kennedy

February 20, 2024
Estate Planning for Blended Families

By Jason Largey, J.D., Wealth Strategist

February 14, 2024
Market Commentary: The Size Divide

February 14, 2024
Meet Curi RMB Capital: Alex Sliwa

February 14, 2024
Nurturing Generosity: Teaching Philanthropic Values Across Generations

By Sheldon Fox, CFP®, Partner, Senior Wealth Manager

February 14, 2024
Janelle McCreary Featured in CBS News Article on High Yield Savings Account Alternatives

January 31, 2024
Getting in Financial Shape

By Brian Klein, CWS, CFP

January 29, 2024
The Old Fashioned

By Trevor Isham, Partner, Senior Wealth Manager

January 24, 2024
Meet Curi RMB Capital: Ilhwa Lee

January 22, 2024
Planning for the Unpredictable: What to Know About Disability Insurance

By Barb Black, CFP®, Partner, Senior Wealth Manager

January 18, 2024
Meet Curi RMB Capital: Jake Eischens

January 17, 2024
Targeting the Financial Needs of Women Physicians

By Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

January 17, 2024
There Aren’t Many Universal Truths in Preparing for Retirement, But There are a Few

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

January 17, 2024
Market Commentary: Balancing Act

January 16, 2024
Meet RMB: Patrick Thiel

December 18, 2023
Meet RMB: Charlie Henness Jr.

November 17, 2023
Avoid These Common Missteps to Optimize Your Roth IRA

By Charlie Brey, CFP®, V.P., Wealth Advisor

November 16, 2023
The Fed’s Interest Rate Pause: What It Means for Investors

By Jeffrey L. Bryden, CFA®, S.V.P., Portfolio Manager

November 7, 2023
Meet RMB: Belén Ryan

November 7, 2023
Your Year-End To Do List

By Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager

October 31, 2023
Finding the Charitable Giving Vehicle That’s Right for You

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

October 30, 2023
Meet RMB: Nick Fameree

October 23, 2023
RMB Named a “Women To Watch” Employer of Choice by InvestmentNews

October 23, 2023
Employee Profile: Barbara Black, CFP®

By Barbara Black, CFP®, S.V.P., Senior Wealth Manager

October 19, 2023
Estate Planning 101

By Jason Largey, J.D., Wealth Strategist

October 19, 2023
Fall 2023 INVESTED Magazine

October 19, 2023
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

By Tom Fanter, Partner, Director of Equities, Portfolio Manager

October 19, 2023
A Look into Inflation: What to Know About Recent Trends

By Ann Guntli, CFA®, Partner, Portfolio Manager, Connor Fox, Investment Analyst

October 19, 2023
Trends in Charitable Giving

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

October 19, 2023
Understanding Fixed Income

By Jeffrey L. Bryden, CFA®, S.V.P., Portfolio Manager

October 19, 2023
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
Meet RMB: Sannya Munir

October 12, 2023
Keeping Your Credit Scores Strong in Retirement

By Jake Eischens, CFP®, Wealth Advisor

October 9, 2023
RMB’s Lake Forest, Ill. Office Moves to New Location

October 9, 2023
Meet the Curi Capital Team: Spotlight on Katie Strother, Wealth Advisor

September 26, 2023
RMB Capital’s SMID Cap Core Strategy Named to “PSN Top Guns” List for Q2 2023

September 13, 2023
Corporate Executive Services: Customized Financial Planning for Complex Needs

September 11, 2023
Sunset on the Horizon: Changes to the Federal Estate Tax Exemption

September 11, 2023
Meet RMB: Tim Hanna

September 6, 2023
Gaining an Investment Foothold: The Dollar-Cost Averaging Approach

By Janek Pedersen, CFP®, V.P., Wealth Advisor

September 5, 2023
Market Insight: Positioning Bond Portfolios After a Credit Downgrade

August 15, 2023
Meet RMB: Jim Lundgren

August 10, 2023
Retirement Saving Tips for Your Phase of Life

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

August 7, 2023
The Value of an Advisor: Beyond the Dollars

By Barb Black, CFP®, S.V.P., Senior Wealth Manager

August 7, 2023
Meet RMB: Lindsay LeValley

August 2, 2023
Meet the Curi Capital Team: Spotlight on David Arthur, Senior Director of Wealth Management

July 31, 2023
SECURE 2.0 and Retirement Savings: What Investors Need to Know

By Michele Francisco, Partner, Co-Managing Director of Wealth Management

July 31, 2023
Higher Rates, Higher Prices Impact Housing Market Investors

By Michele Francisco, Partner, Co-Managing Director of Wealth Management

July 24, 2023
RMB Named to Financial Advisor Magazine’s List of Top 100 RIA Firms

July 24, 2023
Inheriting Generational Wealth: A Guide for Beneficiaries

July 21, 2023
Meet RMB: Ben Niu

July 21, 2023
Meet RMB: Molly Eggert

July 20, 2023
Going Beyond Estate Planning

By Jason Largey, J.D., Wealth Strategist

July 12, 2023
When Budgets Need to Budge

By Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

July 5, 2023
Planning Your Legacy

By By Trevor Isham, CFP®, Partner, Senior Wealth Manager

June 13, 2023
Pre-Retirement Checklist

By Brian Klein, CFP®, Wealth Advisor

May 11, 2023
Meet the Curi Capital Team: Spotlight on Cindy Pittman, Senior Research Analyst

April 27, 2023
RMB Names Ryan Emerson as Director of Wealth Builder

April 24, 2023
Fed Policy & Financial (In)Stability

March 23, 2023
Inflation and the Money Illusion

March 20, 2023
Update on Impact of Recent Bank Failures

March 20, 2023
Impact of Recent Bank Failures

March 14, 2023
RMB Named to Inaugural “RIA Edge 100” List

March 1, 2023
Meet the Curi Capital Team: Spotlight on Sheldon Fox, Senior Director, Family Office Services

February 2, 2023
What you need to know about the SECURE Act 2.0

By Brian Janecke, Tax Planning Strategist, Family Office Services, Brian Klein, Wealth Advisor

January 30, 2023
RMB Names Five New Partners for 2023

January 26, 2023
Use Caution and Know The Tax Implications Before Purchasing an Annuity

January 9, 2023
Richard Burridge Sr. Presented Hortense Friedman Award for Excellence

November 22, 2022
RMB Capital Wins InvestmentNews’ “Women To Watch” Ascension Award for Firmwide Representation of Women Leaders

November 22, 2022
RMB Capital Re-Opens Office in Chicago’s Western Suburbs

November 14, 2022
Joseph McDermott Joins RMB Capital as Chief Compliance Officer

November 10, 2022
Meet the Curi Capital Team: Spotlight on Beth Dalton, Chief Compliance Officer

November 3, 2022
In the College Savings Race, 529 Plans Are Clearly a Step Ahead

By Margo Sweany, CFP® Partner, Senior Wealth Advisor

October 28, 2022
Employee Profile: Andrew Baker

October 28, 2022
How We Analyze Companies for Relevant ESG Factors

By Tom Fanter, Partner, Director of Equities, Portfolio Manager

October 28, 2022
Inflation

By Ryan Kennedy, CFA, SVP, Portfolio Manager

October 28, 2022
RMB Capital Named to List of Top 100 RIA Firms in the Nation by Barron’s

October 6, 2022
Jay Menton Joins RMB Capital to Lead Firm’s Lake Forest Team

September 6, 2022
RMB Capital Names Jeffrey J. Burney as Chief Client Officer

August 8, 2022
The Case for Core Portfolios

June 30, 2022
RMB’s Jake Eischens Quoted in Fortune Magazine About How Retirees Can Approach a Bear Market

June 30, 2022
Meet the Curi Capital Team: Spotlight on Colin Kelly, Managing Director of Equities

June 3, 2022
Volatility: From the Pandemic to War and Inflation

April 20, 2022
Meet the Curi Capital Team: Spotlight on Tina Jacobs, Associate Advisor

March 31, 2022
How RMB Protects Client Data

March 9, 2022
RMB Capital Announces Seven New Partners for 2022

March 2, 2022
Meet the Curi Capital Team: Spotlight on Jessica Vester, Wealth Advisor

February 28, 2022
RMB Capital Names Amber Hickory as Chief Marketing Officer

February 17, 2022
Meet the Curi Capital Team: Spotlight on Barrett Knowles, Wealth Investment Operations Specialist

January 11, 2022
‘Tis the Season for Giving: Five Ways to Make the Most of Your Annual Financial Donations

By Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

December 9, 2021
Meet the Curi Capital Team: Spotlight on Margaret Hart, Associate Advisor

November 29, 2021
Meet the Curi Capital Team: Spotlight on Caleb Sanderson, Retirement Plan Solutions

September 23, 2021
Meet the Curi Capital Team: Spotlight on Duncan Gibson, Private Wealth

August 5, 2021
Employee Profile: Loren Knaster

June 29, 2021
How Low Interest Rates Impact Your Insurance Coverage

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

June 29, 2021
Investing Trends: Meme Stocks, Digital Assets, and SPACs

By Haris Khan, Analyst

June 29, 2021
Post-Pandemic Recovery: Build Back Better Plan & Potential Tax Implications

By Ann Guntli, CFA, Portfolio Manager

June 29, 2021
Meet the Curi Capital Team: Spotlight on Frances Cronlund, Wealth Planning

May 12, 2021
The Importance of Dividend Growth

By Andrew Baker, CFA, Partner, Portfolio Manager

February 17, 2021
The Role of Real Assets in Investor Portfolios

By Andrew Baker, CFA, Partner, Portfolio Manager

February 17, 2021