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Investing in AI and Machine Learning Offers Compelling Opportunities, But Be Wary of Risks

October 19, 2023

Byline Tom Fanter, Partner, Director of Equities, Portfolio Manager

Video: Tom Fanter discusses applications and considerations of artificial intelligence and machine learning in finance.  In recent months, markets have been buzzing about artificial intelligence and machine learning (AIML). Sparked by the November 2022 launch of ChatGPT, a generative AI transformer model designed to generate human-like text that amassed more than 100 million users in just two months, AIML technology has been at the forefront of financial media and investor attention since.

Trends in Charitable Giving

October 19, 2023

Byline Meg Bunn, CFP®, V.P., Relationship Manager, Family Office Services

Whether you’re giving to what you know or are inspired by current events to support a particular cause, your charitable dollars help shape the multi-billion-dollar philanthropy industry. Here are some of the recent trends shaping philanthropy and thoughts for donors considering a gift this year.

Understanding Fixed Income

October 19, 2023

Byline Jeffrey L. Bryden, CFA®, S.V.P., Portfolio Manager

Interest rates have covered an incredible amount of territory over the past 60 years. The yield of the 10-year U.S. Treasury Note has offered investors yields ranging from 15.32% to 0.68%. As investors, we consider the income component to be an important part of a typical portfolio asset allocation. The certainty of the annual income and return of the invested funds provide a sense of safety and security. Investments in bonds also provide protection in contrast to more volatile investments like equities, which provide growth in assets, but with more uncertain returns.

A Look into Inflation: What to Know About Recent Trends

October 19, 2023

Byline Ann Guntli, CFA®, Partner, Portfolio Manager, Connor Fox, Investment Analyst

Video: Ann Guntli, CFA® discusses the current state of inflation and where things might go from here.

What Does Secure 2.0 Mean for Retirement?

October 19, 2023

Byline James Rosselle, CPFA, QPA, QKA, S.V.P., Director of Retirement Plan Solutions

Secure 2.0 Act Highlights The Secure Act 2.0 brought a flood of changes to how Americans save for retirement. Here are a few of the biggest impacts that individuals and employers should be aware of. If you have questions about saving for retirement or would like to learn more about setting up a retirement plan for your company, we invite you to reach out to an RMB advisor or the Retirement Plan Solutions team.

Estate Planning 101

October 19, 2023

Byline Jason Largey, J.D., Wealth Strategist

We’re often asked what documents clients should include in their estate plans. The decisions you make and the people you select to oversee your estate are intensely personal and can directly impact what happens during your lifetime and beyond. Fortunately, your RMB advisor, estate planning attorney, and other professionals can help you think through the best ways to prepare for the future.

Intergenerational Care

October 19, 2023

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

Video: Sue Christoph, CFA®, CFP®, CPWA® discusses the purpose and value of holding regular family meetings.

Meet RMB: Sannya Munir

October 12, 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? 

Keeping Your Credit Scores Strong in Retirement

October 9, 2023

Byline Jake Eischens, CFP®, Wealth Advisor

You’ve spent years building up good credit, doing all the right things, only to see your scores drop once you’re in retirement. It sounds crazy, but the scenario is more common that you think, and it is often through no fault of the retiree. 

RMB’s Lake Forest, Ill. Office Moves to New Location

October 9, 2023

RMB is pleased to announce the opening of a new location for our Lake Forest, Ill. office.  The new location, at 272 Market Square, Suite 205, in the heart of Lake Forest’s charming and historic downtown, replaces the temporary space that our Lake Forest team was recently working out of during the transition to this more permanent home. The new office is approximately 4,500 square feet. RMB has had a location in Lake Forest to serve North Shore clients since 2017.  

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