Author: Mike Weslander

Invested

December 8, 2025
Your Team, Your Terms: Collaborative Financial Planning for Every Chapter

By Erica Tarantur, CIMA®, CFP®, Partner, Senior Wealth Advisor, and Olive Mitchell, CFP®, Wealth Advisor

October 9, 2025
Bridging the Advising Gap

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

October 9, 2025
Congratulations, You’re a Trustee! Now What?

By Jenn Shepard, CFA®, CPWA®, CFP®, V.P., Senior Wealth Advisor

October 9, 2025
Why I Changed My Mind About Working With a Financial Planner

By Kourtney Kemp, MD, FACS

October 9, 2025
AI and Investing: A Framework for the Future

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

October 9, 2025
Exchange-Traded Funds: Understanding This Evolving Investment Tool

By Chris Graff, CFA®, Chief Investment Strategist, Chief Operating Officer

October 9, 2025
Get to Know Ann Guntli, CFA®

October 9, 2025
Get to Know Trevor Isham, CFP®

October 9, 2025
The Retirement Savings Pyramid: A Benefit Guide for Business Owners

By Caleb Sanderson, CFP®, Partner, Senior Retirement Plan Advisor

October 9, 2025
How Qualified Charitable Distributions Can Lighten Your Tax Load

By Jessica Pasquale, CEPA®, CFP®, Wealth Advisor

October 9, 2025
Housing and Affordability

August 19, 2024
2024 Key Theme Updates: Earnings, Inflation, Interest Rates

July 18, 2024
Mid-Year Review: 2024 Key Themes

July 17, 2024
Opportunities for Active Managers

June 20, 2024
Fundamentals Will Be Key for Stocks in 2024

May 15, 2024
The Cost of Holding Cash

April 9, 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
Market Briefing: Earnings Trends

March 8, 2024
Curi RMB Capital Named “Best Place to Work” by Denver Business Journal

March 4, 2024
Market Briefing: 2023 Year in Review

January 22, 2024
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
Intergenerational Care

By Sue Christoph, CFA®, CFP®, CPWA®, Partner, Senior Relationship Manager, Family Office Services

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
2023 Extended Tax Deadline

By Reece Piotter, Wealth Management Associate

October 2, 2023
Corporate Executive Services: Customized Financial Planning for Complex Needs

September 11, 2023
Retirement Saving Tips for Your Phase of Life

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

August 7, 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
Bonds Are Back, But Confusion Remains: Sorting Out Fixed Income Investments

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

July 12, 2023
Tech and AI are Driving the Current Market Rally. What Does That Mean for Investors?

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

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
RMB Small and SMID Cap Stock Selection Process

November 22, 2022
RMB Small and SMID Cap Portfolio Construction Process

November 22, 2022
An Overview of the Corporate Life Cycle

November 22, 2022
Alphacuity: An Overview of RMB’s Proprietary Risk Analysis Tool

November 22, 2022
Alchemy: An Overview of RMB’s Proprietary Information Management Tool

November 22, 2022