| Curi Capital

Parents with three kids on a hike with nature in the background

February 14, 2024

Byline Jason Largey, J.D., Wealth Strategist

Blended families come with a lot of planning needs – building relationships, managing complex logistics and schedules, and charting a new normal. One consideration that often doesn’t jump to the forefront after a remarriage is estate planning amid a complex family dynamic. Whether a merger of families is in your future or you’re already part of a blended family, here are some best practices and topics to consider for the future. Update Your Will

Meet Curi RMB Capital: Alex Sliwa

February 14, 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: Can you give us an overview of your role at Curi RMB Capital? 

The backs of an older man and woman with arms around each other hiking into the sunset.

Building Your Financial Backup Plan

February 12, 2024

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

If you are a senior or nearing the end of your career, you’re probably following a financial plan to keep you on track to achieve your goals and desired lifestyle in retirement. But what happens if you should suffer an unexpected illness or hospitalization? Having a backup system in place can help ensure your bills get paid and your finances are managed to your wishes.

Janelle McCreary Featured in CBS News Article on High Yield Savings Account Alternatives

January 31, 2024

As interest rates have risen, so too have discussions of high-yield savings accounts and investment vehicles.

Puzzle pieces and tiles spelling out the year 2024

Getting in Financial Shape

January 29, 2024

Byline Brian Klein, CFP®, Wealth Advisor

I hope everyone enjoyed the holidays and had a great end to 2023! My holiday break was filled with sugary desserts (thank you to my wife for the four pies she made), drinks aplenty, and a lot of lounging. I doubt I was alone in these activities. It’s probably no shocker based on this holiday binging that once the calendar turns over to a new year, many of us begin our fitness related resolutions. This year, I am proposing you set some financial health resolutions as well. I’ll even make it easy for you by laying out some steps.

Fireplace with the lower half of a person in pajamas holding a mug.

The Old Fashioned

January 24, 2024

Subtitle Volume 5: January 2024

Byline Trevor Isham, Partner, Senior Wealth Manager

Introduction Happy New Year! This year’s letter is slightly different than prior iterations. We have had some significant changes at RMB, not the least of which is that it’s no longer called RMB! I want to highlight some of the changes here at Curi RMB Capital and what they mean for us—and, more importantly, for all of you. Our team’s annual letter is divided into five sections:

Market Briefing: 2023 Year in Review

January 22, 2024

  In this briefing, we look back on market performance and key drivers in 2023 and discuss the key themes, opportunities, and challenges the markets may face in 2024.

Meet Curi RMB Capital: Ilhwa Lee

January 22, 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. RMB: Can you give us an overview of your role at Curi RMB Capital? 

Planning for the Unpredictable: What to Know About Disability Insurance

January 18, 2024

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

Key Considerations

Female doctor behind a desk speaking to a female patient

Targeting the Financial Needs of Women Physicians

January 17, 2024

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

Financial wellness is truly something that is defined by the individual, as everyone has a unique set of wants and needs. Everything from income level, career path, and family structure may all contribute to how your personal finances are organized — but it can often go even deeper than that. In particular, I have seen throughout my career that women have their own set of unique needs that sets them apart financially and, in turn, brings them together as a community.

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