August 10, 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?
The Value of an Advisor: Beyond the Dollars
August 7, 2023
Byline Barb Black, CFP®, S.V.P., Senior Wealth Manager
When markets are soaring and investors are benefiting from a rising financial tide, it may seem easy to go about your investments alone. But when times are uncertain—economically, politically, or otherwise—a trusted advisor becomes a more valuable resource than ever.
Retirement Saving Tips for Your Phase of Life
August 7, 2023
Byline James Rosselle, S.V.P., Director of Retirement Plan Solutions
When people ask me about the most important investing advice for a successful retirement, the answer is always, “it depends.” Not just because everyone has different financial situations and goals, but also because your phase of life impacts what you should be considering. If you’re just starting out in your career…
August 2, 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? Lindsay LeValley: As a client service manager, I oversee our team of client service administrators and work with our wealth management advisors to make sure our clients are well serviced and their needs are being met.
SECURE 2.0 and Retirement Savings: What Investors Need to Know
July 31, 2023
Byline Michele Francisco, Partner, Co-Managing Director of Wealth Management
Read on for more insights into the SECURE Act 2.0 and retirement savings. The SECURE Act 2.0 is now law, and the sweeping bipartisan legislation is intended to strengthen the retirement savings system in the U.S. The new law is designed to provide additional paths to better retirement savings, as surveys conducted by the Federal Reserve have found that only 75% of non-retirees in the U.S. have any retirement savings whatsoever, and only 40% feel that their retirement savings are on track.1
Meet the Curi Capital Team: Spotlight on David Arthur, Senior Director of Wealth Management
July 31, 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 David Arthur, Senior Director of Wealth Management, to discuss his transition to the Curi Capital team following the Park Ridge Asset Management (PRAM) acquisition, the evolution of his career, and where he finds joy outside of work.
Higher Rates, Higher Prices Impact Housing Market Investors
July 24, 2023
Byline Michele Francisco, Partner, Co-Managing Director of Wealth Management
Read on for more insights into the housing market. The rise in interest rates over the past two years has had downstream effects on the housing market, many with important implications for buyers. Mortgage rates are now much higher than they were just a few years ago.
RMB Named to Financial Advisor Magazine’s List of Top 100 RIA Firms
July 24, 2023
RMB was named in the top 100 of the 2023 Financial Advisor Magazine rankings of national RIA firms, which were published in the magazine’s July/August 2023 issue. RMB was ranked #76 of firms with more than $1B or more in assets under management. Financial Advisor uses several criteria to develop the list, including number of clients, total assets under management, asset growth and asset growth per client. This is the fourth time RMB has been recognized in Financial Advisor’s rankings.
July 21, 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?
Inheriting Generational Wealth: A Guide for Beneficiaries
July 21, 2023
Inheriting generational wealth can be a life-changing event. An inheritance can provide financial security and open new opportunities – and can come with its own set of challenges and responsibilities, which can take some beneficiaries by surprise.