Category: Uncategorized

The Importance of Asset Protection for Physicians

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

February 9, 2026
Market Commentary: The “K” Divide

January 22, 2026
Six Common Financial Concerns for Physicians

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

January 9, 2026
2026 New Partners Announcement

January 6, 2026
Market Commentary: Paint-by-Numbers

December 9, 2025
Invested

December 8, 2025
Market Commentary: Emerging from Shutdown

December 5, 2025
20 Years of History: The Story of Building a Legacy Centered on Purpose and People

November 4, 2025
AI and Investing: A Framework for the Future

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

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

By Kourtney Kemp, MD, FACS

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
Get to Know Trevor Isham, CFP®

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

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

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

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
What Shapes Your Credit Score and How to Strengthen It

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

September 10, 2025
Smart Financial Moves for Physicians Who Moonlight or Work Locum Tenens

By Brian Klein, CWS®, CFP®, V.P., Wealth Advisor

September 4, 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
How Women Can Use Compounding to Build Wealth Early in Their Careers

By Hattie Warner, Wealth Management Associate

July 14, 2025
Laying the Groundwork for Long-Term Security Through Insurance

By Henry Burke, CRPC™, Lead Advisor

June 17, 2025
Litigation Education: Protecting Your Assets in a Litigious World

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

May 7, 2025
Important Reminders in Volatile Times

By Nick Fameree, Senior Wealth Management Associate

April 28, 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, S.V.P., Director of Wealth Builder

February 13, 2025
Nine New Partners Announced for 2025

February 4, 2025
Henry Burke Joins Curi RMB Capital as Lead Advisor

January 28, 2025
Budgeting in 2025

By Brian Klein, CWS®, CFP®

January 21, 2025
What’s The Best Use of Your Dollar?

By Ryan Emerson, Director of Wealth Builder

January 10, 2025
Can I Use My DAF for That?

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

October 11, 2024
Leveling Up Your Company’s Retirement Savings Plans

By James Rosselle, CPFA, QPA, QKA, Partner, Director of Retirement Plan Solutions

October 11, 2024
Building Financial Resilience in Marriage

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

October 11, 2024
The Changing Real Estate Investment Landscape

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

October 11, 2024
The GLP-1 Drug Revolution: Getting to Know This Emerging Sector

By Jeff Jones, CFA®, CPA, Partner, Portfolio Manager

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
Wealth Builder: Your Partner in Financial Well-Being

By Ryan Emerson, Director of Wealth Builder

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

October 11, 2024
Safeguarding Your Financial Future

By Jason Largey, J.D., Wealth Strategist

October 11, 2024
Employee Profile — Tom Fanter

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
2024 Key Theme Updates: Earnings, Inflation, Interest Rates

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

July 17, 2024
Trendspotting in Personal Finance

By Trevor Isham, Partner, Senior Wealth Manager

May 20, 2024
Tax Preparation Advice

By Reece Piotter, Wealth Management Associate

March 19, 2024
Curi RMB Capital Names New Partners for 2024

February 21, 2024
Meet Curi RMB Capital: Ryan Kennedy

February 20, 2024
Meet Curi RMB Capital: Alex Sliwa

February 14, 2024
Meet Curi RMB Capital: Ilhwa Lee

January 22, 2024
Meet Curi RMB Capital: Jake Eischens

January 17, 2024
Curi Capital and RMB Capital Complete Merger

January 2, 2024
Meet RMB: Patrick Thiel

December 18, 2023
Curi Capital to Merge with RMB Capital

November 21, 2023
Meet RMB: Charlie Henness Jr.

November 17, 2023
Meet RMB: Belén Ryan

November 7, 2023
Meet RMB: Nick Fameree

October 23, 2023
Fall 2023 INVESTED Magazine

October 19, 2023
Meet RMB: Sannya Munir

October 12, 2023
Meet RMB: Tim Hanna

September 6, 2023
Meet RMB: Jim Lundgren

August 10, 2023
Meet RMB: Lindsay LeValley

August 2, 2023
Meet RMB: Ben Niu

July 21, 2023
Meet RMB: Molly Eggert

July 20, 2023
When Budgets Need to Budge

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

July 5, 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 Capital Re-Opens Office in Chicago’s Western Suburbs

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

November 10, 2022
Inflation

By Ryan Kennedy, CFA, SVP, Portfolio Manager

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

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

October 28, 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
RMB’s Jake Eischens Quoted in Fortune Magazine About How Retirees Can Approach a Bear Market

June 30, 2022
How RMB Protects Client Data

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

March 2, 2022
RMB Capital Names Amber Hickory as Chief Marketing Officer

February 17, 2022