| Curi Capital

2023 Extended Tax Deadline

October 2, 2023

Byline Reece Piotter, Wealth Management Associate

Most taxpayers know Tax Day as April 15. When filing by that date isn’t feasible given life circumstances, the IRS allows taxpayers to file for a six-month extension on the filing deadline. If you filed for such an extension, you may be losing sleep about the October 16 deadline quickly approaching (because October 15 falls on a Sunday, this year’s extensions must be filed on or by Monday, October 16). Remember, not only do you have to file your taxes, but you must pay your taxes on time to avoid penalties.

Meet the Curi Capital Team: Spotlight on Katie Strother, Wealth Advisor

September 26, 2023

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them. This month, we sat down with Katie Strother, Wealth Advisor, to discuss her transition to the Curi Capital team following the Park Ridge Asset Management (PRAM) acquisition, the inspiration behind her career in wealth management, and where she finds joy outside of work.

RMB Recognized in 2023 Barron’s Rankings

September 21, 2023

RMB has once again been ranked by Barron’s magazine as one of the Top 100 RIA Firms in the nation. The September 18 print edition of Barron’s and the September 26 print edition of The Wall Street Journal feature Barron’s eighth annual ranking of registered independent advisory firms as a complement to its annual Top Independent Advisors ranking. This is also the eighth consecutive year that RMB has been included in the national firm rankings.  

RMB Capital SMID Cap Core Strategy Named to “PSN Top Guns” List for Q2 2022

RMB Capital’s SMID Cap Core Strategy Named to “PSN Top Guns” List for Q2 2023

September 13, 2023

RMB Capital proudly announced that its SMID Cap Core equity strategy was recognized by Zephyr PSN’s “Top Guns List” for the second quarter of 2023. The list honors the best performing separate accounts, managed accounts and managed ETF strategies represented on its platform during the time period. 

Corporate Executive Services: Customized Financial Planning for Complex Needs

September 11, 2023

At RMB, we serve a wide variety of wealth management clients, all with their own unique goals and situations. This includes an emphasis on serving senior corporate executive clients, and that’s where our Corporate Executive Services (CES) offering comes in.

Sunset on the Horizon: Changes to the Federal Estate Tax Exemption

September 11, 2023

The federal estate tax exemption doubled seven years ago, offering an unprecedented amount of exclusion for estates and lifetime gifts. This tax has historically expanded, but, barring congressional action, is now set to be cut in half. What could this mean for you? 

Meet RMB: Tim Hanna

September 6, 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? 

Gaining an Investment Foothold: The Dollar-Cost Averaging Approach

September 5, 2023

Byline Janek Pedersen, CFP®, V.P., Wealth Advisor

Taking the guesswork out of how much and when to invest can help a new or anxious investor find a foothold in the markets. For these folks, a dollar-cost averaging approach can make sense. But what is dollar-cost averaging, when should it be considered, and what are some potential pitfalls of this investing tactic? 

Market Insight: Positioning Bond Portfolios After a Credit Downgrade

August 15, 2023

Summary As a result of increased government spending and lower tax revenues, the U.S. is currently seeing a staggering increase in its national debt, leading to a massive jump in bond issuance. On July 31, Treasury announced that it had boosted its third-quarter borrowing estimate to just over $1 trillion, up from a previous estimate of $733 billion.

RMB’s Barb Black Featured in USA TODAY Article on Savings Accounts

August 11, 2023

S.V.P and senior wealth manager Barb Black was featured in a USA TODAY article about savings accounts. The article outlined how savings accounts work, the benefits of having a savings account, how savers can pick the best account for them, and tips for managing individual accounts.  

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