The Fed’s Interest Rate Pause: What It Means for Investors
November 7, 2023
Byline Jeffrey L. Bryden, CFA®, S.V.P., Portfolio Manager
At its November meeting, the Federal Reserve continued their pause on interest rate increases for a second straight month. However, the Fed still hasn’t hit their 2% inflation target, and breaking the inflation bubble is their stated number one priority—so additional hikes can’t be ruled out.
November 7, 2023
Nothing shapes your experience working with RMB more than the people who make our work possible every day. The Meet RMB series offers a chance to get to know our team a little better. RMB: Can you give us an overview of your role at RMB?
November 2, 2023
Byline Brian Klein, CFP®, Wealth Advisor
When I tell people what I do for a living, the same questions often arise. “What stock should I buy?” “Where should I invest my extra cash?” My answer is often the same. “Well, that depends…” I equate these kinds of investment questions with asking a doctor what you should do to cure your ailing back or asking a mechanic how to fix a car that doesn’t start. There’s a lot to assess before recommending a course of action. The same thoughtful analysis should be applied to personal finances before making any investment decisions.
Planning a Year-End Charitable Gift
October 31, 2023
Byline Meg Bunn, CFP®, V.P., Relationship Manager, Family Office Services
For many of us, the holiday giving season includes more than simply exchanging gifts with loved ones. Philanthropic giving can have a meaningful impact on organizations and causes close to our hearts – with significant financial and tax incentives for us as donors. Here are a few considerations to keep in mind when planning your year-end philanthropy.
October 31, 2023
Byline Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager
Financial planning and goal setting get a lot of attention with the start of each new year. But taking time to reflect, assess, and finish the year strong is just as important. Whether it is maximizing your 2023 account contributions and tax deductions taking advantage of any investment losses, or simply setting the foundation for goals in 2024, the last quarter of the year is an opportune time to reflect on your financial journey and set the stage for a successful year to come. Here are a few planning steps to help you prepare financially for the year-end.
Finding the Charitable Giving Vehicle That’s Right for You
October 30, 2023
Byline Meg Bunn, CFP®, V.P., Relationship Manager, Family Office Services
Charitable giving is a deeply personal and gratifying experience and is best accomplished with clear objectives and a process. Many philanthropists either begin with or chose the straight-forward approach of “checkbook philanthropy.” Direct giving, such as writing checks each year to charities, may be the best approach for some. However, donors interested in taking a more strategic or hands-on approach to giving may want to consider common giving vehicles such as a donor-advised fund (DAF), private foundation, charitable trust, or a combination of strategies.
RMB Named a “Women To Watch” Employer of Choice by InvestmentNews
October 23, 2023
RMB Capital has been recognized as a 2023 Employer of Choice excellence awardee as part of national financial publication InvestmentNews’ “Women to Watch” awards. This is the second consecutive year that RMB has received the firmwide honor.
October 23, 2023
Nothing shapes your experience working with RMB more than the people who make our work possible every day. The Meet RMB series offers a chance to get to know our team a little better. RMB: Can you give us an overview of your role at RMB?
October 19, 2023
At RMB, one of the ways we leverage our team’s unique insights and experience is through our INVESTED magazine. In the new fall 2023 issue, we tackle topics that are shaping life today: generational financial planning and caregiving tips for the “Sandwich Generation,” inflation and bond market trends, the new SECURE 2.0 retirement legislation, AI and machine learning’s impact on the market, estate planning, recent trends in charitable giving, and more.
Employee Profile: Barbara Black, CFP®
October 19, 2023
Byline Barbara Black, CFP®, S.V.P., Senior Wealth Manager
Our team is at the heart of everything we do at RMB. We believe in a people-first culture where our teams put our values at the forefront of our work. Barb Black, S.V.P. and senior wealth manager, is no exception. Our employee profile series continues as Barb shares her experience at RMB, her role leading our D.C. office, and some thoughts for investors. INVESTED: Can you tell us a bit about your role at RMB and leading the Washington, D.C. office?