Two Curi RMB Capital Advisors Spotlighted at InvestmentNews Women Advisor Summit
June 11, 2024
Two wealth advisors from Curi RMB Capital spoke at a recent national conference focused on enhancing opportunities and building community for women in the financial services field.
Taking a Niche Approach to Wealth Management
June 7, 2024
Byline Dimitri P. Eliopoulos, CFP®, CPWA®, Partner, Chief Executive Officer
The wealth management industry is big, and it’s easy to see why. According to the Federal Reserve, at the close of 2021, the cumulative U.S. household net worth topped $150 trillion for the first time in history (though it since decreased to $143 trillion as of September 2022), and many Americans turn to financial professionals for help preserving their wealth.
Trendspotting in Personal Finance
May 20, 2024
Byline Trevor Isham CFP®, Partner, Senior Wealth Manager
The world moves quickly and I’m always trying to stay on top of the techniques, tools, and trends available in the world of personal finance. Here are a few that caught my eye recently, along with some of my initial thoughts. AI-Driven Investment Funds or Allocation Strategies
Dollars and Purpose: What does your money say about who you are?
May 16, 2024
Byline Trevor Isham CFP®, Partner, Senior Wealth Manager
Many of us share the same goal, to live a life filled with purpose and meaning. We take the limited time we’ve been gifted seriously and want to maximize our joy while positively impacting the world, and, more importantly, the people around us.
Fundamentals Will Be Key for Stocks in 2024 - Key Takeaways
May 15, 2024
This month, we look back at the market strength from Q1 and consider what could help the market regain momentum despite the recent volatility. You can download a high resolution PDF of this overview or view our three-minute video on the topic.
Excess Malpractice Verdicts and Asset Protection
May 15, 2024
For additional insights, please visit our physician resources page.
Fundamentals Will Be Key for Stocks in 2024
May 15, 2024
In this video, we look back at the market strength from Q1 and consider what could help the market regain momentum despite the recent volatility. Key Takeaways
The Great Wealth Transfer: IRA Management for Today and Tomorrow
May 13, 2024
Byline Olive Mitchell, CFP®, Wealth Advisor
The Great Wealth Transfer We are currently in the middle of the Great Wealth Transfer in the United States. According to a research report done by Cerulli Associates, $84.4 trillion in wealth will be transferred from households to heirs and charities between 2021 and 2045.1 Many of these dollars will reach beneficiaries in the form of inherited traditional IRAs, Roth IRAs and 401(k) accounts.2
May 3, 2024
Byline Brian Klein CFP®, CWS®, Wealth Advisor
Life presents us with a series of obstacles and opportunities every single day. Recognizing them as such and responding appropriately is the heart of wisdom. I wake up, walk my labs, make coffee, pack a lunch, and drive to work. The little things I do help prepare me for a successful day. Within my routine, though, I can’t control whether it’s raining on any given morning and the dogs don’t want to go outside, or if there is a traffic jam on my way to work. These are obstacles of which I have no control.