Saving for College: Financial Strategies and Best Practices
July 18, 2024
Byline Brian Klein CFP®, CWS®, Wealth Advisor
Saving for college is a major financial focus for many families. With rising tuition costs and the unpredictable nature of financial aid, planning effectively can help the process and expense feel more manageable. Here are five strategies you might consider when saving for college. 1. Start Early and Save Consistently
2024 Financial Advisor RIA Rankings
July 17, 2024
Financial Advisor (“FA Magazine”) has included Curi RMB Capital in three rankings as part of its annual “America’s Top RIAs” issue for 2024. Curi RMB Capital was ranked nationally in the following categories:
Mid-Year Review: 2024 Key Themes
July 17, 2024
In this video, we review some macro themes we identified at the start of the year as key drivers of markets and the economy in 2024: inflation, interest rates and earnings. Download one-page overviews of each key theme here.
Preparing for the Estate Tax Sunset
July 10, 2024
Byline Jason Largey, J.D., Wealth Strategist
The Tax Cuts and Jobs Act (TCJA) of 2017 expires on December 31, 2025. Estate attorneys refer to this as the “sunset” of the estate tax. Specifically, the estate tax exemption amount is set to revert to pre-2018 levels. If Congress does not take action to extend or modify the increased exemption, many more Americans could face the estate tax starting in 2026.
Essential Discussions for Couples Before Marriage
June 24, 2024
Byline Loren Knaster, CFA®, CFP®, Partner, Senior Wealth Manager
While marriage is a lovely symbolic union of two people’s lives, it is also a significant financial turning point. Love might conquer many obstacles, but it's no secret that financial matters can put a strain on even the strongest relationships. Whether you plan to merge finances after marriage or maintain some degree of financial separation, it's crucial for couples to engage in open discussions about money before tying the knot. With that in mind, here are what I consider to be essential financial discussions every couple should have before saying "I do."
Opportunities for Active Managers - Key Takeaways
June 20, 2024
We recently took a look whether now is the time to get active with portfolio management. In this piece, we consider the new regime of greater volatility and uncertainty in markets since the COVID pandemic and whether this makes a case for an active management approach.
Opportunities for Active Managers
June 20, 2024
In this video, we look at how the heightened macro uncertainty and stock return dispersion of late may give active equity managers more potential upside by their ability to focus on companies with strong fundamentals for their portfolios. Key Takeaways
Senior Wealth Advisor Virginia Wu Joins Denver Advising Team
June 18, 2024
Curi RMB Capital’s Denver office recently added another experienced professional to its wealth management team. Virginia Wu, CFP®, has joined the firm as senior wealth advisor.
