Multigenerational family at a dinner table outside a house, with a grandfather and two grandchildren on his lap at the center

Legacy Planning 2.0: Modern Solutions for Transferring Wealth Across Generations

May 1, 2024

Byline Charlie Brey, CFP®, Partner, Senior Wealth Manager

Passing wealth to the next generation is not just about financial security; it's about creating opportunities and leaving a lasting legacy. While traditional methods like wills and trusts are common, there are unique and strategic ways to ensure your assets benefit your heirs efficiently and effectively. Be sure to consult with your financial advisor and estate attorney about how to best implement your gifting and legacy plans. Gifting During Your Lifetime 

Older woman with pink blouse sitting on couch looking at laptop

Navigating the Financial Gray in Divorce: 10 Common Considerations

April 24, 2024

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

Gray divorce, involving spouses over 50 years old, has become increasingly common in the U.S. in recent years. In 1990, only 8.7% of all divorces involved adults 50 and older. By 2019, that percentage had risen to 36%.1 Divorce at this stage in life comes with unique financial concerns, including less time to recover financially, adapting to new standards of living, and healthcare costs. Here are some common considerations when navigating this significant life transition:

A dart board with a dart in the center of the bull's eye

Market Commentary: A New Bull’s Eye

April 22, 2024

Key Takeaways

The Cost of Holding Cash PDF

April 11, 2024

Body Top This month, we examine trends in markets and interest rates that impact the cost of holding cash. You can download a high resolution PDF of this overview or view our three-minute video on the topic.

Hands holding and counting stack of hundred dollar views

The Cost of Holding Cash

April 9, 2024

In this video, we take a closer look at the costs of holding cash. We’ll consider why it may no longer be the right choice for investors as interest rates start to decrease and other assets are likely to offer better returns. Key Takeaways

Curi RMB Capital: The Story Behind The Merger

March 21, 2024

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From Treatment to Investment: Considering Opportunities Surrounding the GLP-1 Biopharmaceutical Revolution

March 21, 2024

Byline Trevor Isham, CFP®, Partner, Senior Wealth Manager and Jeff Jones, CFA®, CPA, Partner, Portfolio Manager

The approval and widespread adoption of GLP-1 drugs like Ozempic, Wegovy and Zepbound have revolutionized the healthcare and biopharmaceutical landscapes over the last few years. The efficacy of these drugs in treating obesity and obesity-related diseases stands as a turning point in drug development and patient treatments and outcomes. We’re going to examine another side of these pharmaceutical advancements—how investment managers and firms like Curi RMB Capital consider the investment opportunities behind these advancements from a company lifecycle lens.

Meet Curi RMB Capital: Hannah Arthur

March 20, 2024

Nothing shapes your experience working with Curi RMB Capital more than the people who make our work possible every day. The Meet Curi RMB Capital series offers a chance to get to know our team a little better. Curi RMB: Tell us about your role with Curi RMB Capital and what your experience has been like so far.

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Tax Preparation Advice

March 19, 2024

Byline Reece Piotter, Wealth Management Associate

As we approach that daunting April 15 deadline, also known as Tax Day, I can’t help but feel the familiar mix of stress and anticipation that comes with filing taxes. For me, tax season is a time to gather all my documents, review my finances, and ensure that everything is in order and accurate before filing. I’ve found that careful organization, preparing ahead of time, and staying informed can minimize my stress level during this time of year. Here are some tips to help you prepare your taxes and minimize your stress:

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Keeping It in the Family: Intrafamily Loans

March 19, 2024

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

I recently worked with a couple who wanted to support their adult child through the process of buying his first home. Though their son had saved for a down payment, the parents felt that the current real estate market and high interest rates would limit his options and saddle him with a burdensome fixed monthly payment.  

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