Home
Curi Capital
People
Culture
Physician Resources
Women & Wealth
Careers
Events
News & Insights
Contact
Wealth Management
Why Curi Capital
Our Process
Find Your Team
Contact Us
Tamarac
Family Office Services
Why Curi Capital
Our Services
Meet the Team
Contact Us
Addepar
Wealth Builder
Why Curi Capital
Our Services
Meet the Team
Contact Us
Retirement Plan Solutions
Why Curi Capital
Our Services
Meet the Team
Contact Us
Fiduciary Briefcase
Investment Management
Strategies
Equity
Fixed Income
Alternatives
RMB Funds
People
Commentaries
News & Insights
Log In
Contact
Search
Author:
Casey Darmody
Your Financial Resolutions for 2026
By
Margo Sweany, CFP®, Partner, Director of Practice Management
January 9, 2026
Six Common Financial Concerns for Physicians
January 9, 2026
2026 New Partners Announcement
January 6, 2026
Preparing Your Finances for a Strong Year-End Finish
By
Josh Rauterkus, CPWA®, CFP®, Wealth Advisor
November 10, 2025
Building a Tax-Efficient Investment Portfolio
By
Ian Doll, CFP®, Partner, Wealth Advisor
June 17, 2025
10 Steps to Take Before Retirement
May 8, 2025
Litigation Education: Protecting Your Assets in a Litigious World
May 7, 2025
Estate Planning for Physicians: Protecting Your Future and Legacy
By
Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager
April 15, 2025
Curi RMB Capital Named to PSN Top Guns Manager of the Decade 2024 List
March 12, 2025
Investing Made Simple: A Beginner’s Guide
By
Barb Black, CFP®, Partner, Senior Wealth Manager
February 13, 2025
Financial Checklist for Early-Career Physicians
By
Jake Eischens, CFP®, Partner, Wealth Advisor
January 9, 2025
How Physician Parents Save for College
September 23, 2024
Taking a Niche Approach to Wealth Management
By
Dimitri P. Eliopoulos, CFP®, CPWA®, Partner, Chief Executive Officer
June 7, 2024
Navigating the Financial Gray in Divorce: 10 Common Considerations
April 24, 2024
Targeting the Financial Needs of Women Physicians
January 17, 2024
RMB Managing Partner Don Bechter Featured on RIA Edge Podcast
March 23, 2023