Category: Wealth Management

James Plumb and Charles Henness Jr. Discuss Curi Capital’s Global Equity Strategy in The Wall Street Transcript

February 3, 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
Serving With Confidence: A Smarter Approach to Military Financial Planning

By Nick Fameree, CFP®, Wealth Advisor

January 6, 2026
Christa Madison Profiled in Women World Magazine

January 5, 2026
Preparing Your Finances for a Strong Year-End Finish

By Josh Rauterkus, CPWA®, CFP®, Wealth Advisor

November 10, 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
A Doctor’s Dilemma: Pay Off Student Loans Early or Invest?

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

August 13, 2025
Jenn Shepard Profiled in North Shore Money

August 4, 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
Balancing Caregiving Without Losing Financial Ground

By Belén Ryan, CPFA, Operations Manager

May 15, 2025
From Paycheck to Payoff: How Working Longer Can Build Wealth

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

May 15, 2025
Market Commentary: Wait and See

May 14, 2025
10 Steps to Take Before Retirement

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

May 8, 2025
Important Reminders in Volatile Times

By Nick Fameree, Senior Wealth Management Associate

April 28, 2025
How Women Can Leverage Negotiation to Advance

By Kelsey Keefner, Senior Wealth Management Associate

April 17, 2025
Saving for College: A Practical Perspective

By Janelle McCreary, CFP®, Wealth Advisor

April 16, 2025
Estate Planning for Physicians: Protecting Your Future and Legacy

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

April 15, 2025
Keeping Focus: The Knowns and Unknowns of Tariff Policy

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

April 9, 2025
Market Commentary: Gambit

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

April 2, 2025
Minimizing Risk to Your Nest Egg and Legacy as a Single Woman

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

March 18, 2025
Navigating Worries When Uncertainty Gets the Best of Us

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

March 18, 2025
Market Commentary: Rain on the Parade

March 13, 2025
8 Common Tax Considerations for Physicians

By Duncan Gibson, Partner, Wealth Advisor

March 11, 2025
The Power of Financial Planning for Female Breadwinners

By Olive Mitchell, CFP®, Wealth Advisor

February 18, 2025
Investing Made Simple: A Beginner’s Guide

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

February 13, 2025
Budgeting in 2025

By Brian Klein, CWS®, CFP®

January 21, 2025
Personal Finance 101: Foundational Tips for Women to Build Wealth with Confidence

By Janelle McCreary, CFP®, Wealth Advisor

January 15, 2025
Financial Checklist for Early-Career Physicians

By Jake Eischens, CFP®, Partner, Wealth Advisor

January 9, 2025
Why Financial Education and Confidence Matter for Women

By Olive Mitchell, CFP®, Wealth Advisor

November 4, 2024
Protecting Yourself from Financial Fraud in the Digital Age

By Janek Pedersen, CFP®, Partner, Wealth Advisor

September 16, 2024
Cash Management Accounts: A Simple Guide for Beginners

By Janelle McCreary, CFP®, Lead Advisor

September 3, 2024
Preparing for Life After Retirement: Financially and Emotionally

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

August 19, 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
Saving for College: Financial Strategies and Best Practices

By Brian Klein CFP®, CWS®, Wealth Advisor

July 18, 2024
Preparing for the Estate Tax Sunset

By Jason Largey, J.D., Wealth Strategist

July 10, 2024
Essential Discussions for Couples Before Marriage

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

June 24, 2024
Senior Wealth Advisor Virginia Wu Joins Denver Advising Team

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
Dollars and Purpose: What does your money say about who you are?

By Trevor Isham CFP®, Partner, Senior Wealth Manager

May 16, 2024
The Great Wealth Transfer: IRA Management for Today and Tomorrow

By Olive Mitchell, CFP®, Wealth Advisor

May 13, 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
Meet Curi RMB Capital: Hannah Arthur

March 20, 2024
Keeping It in the Family: Intrafamily Loans

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

March 19, 2024
Senior Wealth Advisor Christa Madison Joins Oakbrook Terrace Office

February 28, 2024
Wealth Advisor Olive Mitchell Joins Washington, D.C. Office

February 28, 2024
Tax Timeline 2024

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
Nurturing Generosity: Teaching Philanthropic Values Across Generations

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

February 14, 2024
Building Your Financial Backup Plan

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

February 12, 2024
Janelle McCreary Featured in CBS News Article on High Yield Savings Account Alternatives

January 31, 2024
Planning for the Unpredictable: What to Know About Disability Insurance

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

January 18, 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
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
Your Year-End To Do List

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

October 31, 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
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
Trends in Charitable Giving

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

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
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
2023 Extended Tax Deadline

By Reece Piotter, Wealth Management Associate

October 2, 2023
Meet the Curi Capital Team: Spotlight on Katie Strother, Wealth Advisor

September 26, 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
Gaining an Investment Foothold: The Dollar-Cost Averaging Approach

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

September 5, 2023
The Value of an Advisor: Beyond the Dollars

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

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

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

July 12, 2023
Going Beyond Estate Planning

By Jason Largey, J.D., Wealth Strategist

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
Choosing an Executor

By Jason Largey, J.D., Wealth Strategist

June 20, 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
RMB Honored in Denver Business Journal’s 2023 Best Places to Work

April 4, 2023
RMB Managing Partner Don Bechter Featured on RIA Edge Podcast

March 23, 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
RMB Names Five New Partners for 2023

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

January 9, 2023
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
Is This a Good Time for a Roth IRA Conversion

By Michele Francisco, CFP® Partner, Co-Managing Director, Wealth Management

October 28, 2022
Understanding the Basics of Long-Term Care Insurance

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

October 28, 2022
Meet the Curi Capital Team: Spotlight on Colin Kelly, Managing Director of Equities

June 3, 2022
Meet the Curi Capital Team: Spotlight on Tina Jacobs, Associate Advisor

March 31, 2022
Meet the Curi Capital Team: Spotlight on Jessica Vester, Wealth Advisor

February 28, 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
RMB Capital Announces Three New Partners for 2021

February 9, 2021
One and Done: The 60-Day IRA Rollover

By Janek Pedersen, CFP®, Wealth Advisor

January 21, 2021