January 18, 2023
Byline Emily Van Grinsven, Client Service Administrator
Setting realistic and achievable new year’s resolutions can be a challenge. We are constantly trying to “better ourselves” and improve in all aspects of our lives, especially at the start of a new year. So, instead of waiting until the last day of the year to hit the “refresh button,” why not implement practices throughout the year we can work at daily?
January 12, 2023
Three Reasons to Consider Investing in Small Cap Companies
Use Caution and Know The Tax Implications Before Purchasing an Annuity
January 9, 2023
For many investors approaching retirement, the promises offered by some annuity advertisements can sound alluring: claims of steady long-term income, easy return on investment and peace of mind from the markets. But there are potential drawbacks as well, and RMB’s advisors recently noted that investors should be aware of the risks and tax implications before considering an annuity.
December 2022: Security During the Holidays
December 6, 2022
Byline Molly Jordan, Senior Client Service Administrator
December 2022: Security During the Holidays Twas’ the month before Christmas… and our inboxes start flooding with order confirmations and tracking updates, and our Cyber Monday purchases start piling up at our doorsteps. This increase in email traffic and package delivery gives cyber attackers and porch pirates the perfect opportunity to act. It is important to be on high alert during this time to avoid scams and keep our spirits high during the holidays. Here are a few helpful tips to stay safe.
November 22, 2022
RMB has won a 2022 Ascension Award as part of national financial publication InvestmentNews’ annual “Women to Watch” honors. The Ascension Award is given to financial advisory firms that have a percentage of women executives in their C-suite of at least 30%-50%, and equal to or greater than the percentage of women among its total employees. The award was announced Tuesday, November 15, 2022, at a ceremony in New York.
Richard Burridge Sr. Presented Hortense Friedman Award for Excellence
November 22, 2022
Past CFA Society Chicago President Richard Burridge Sr., is the 30th recipient of the Hortense Friedman Award for Excellence, a lifetime achievement award, by the CFA Society Chicago in recognition of his years of service to the investment community.
Alchemy: An Overview of RMB's Proprietary Information Management Tool
November 22, 2022
Alchemy – A brief overview of RMB's proprietary corporate performance, valuation, and equity research management platform.
An Overview of the Corporate Life Cycle
November 22, 2022
A brief overview of the Corporate Life Cycle by RMB portfolio manager Chris Faber.
RMB Small and SMID Cap Stock Selection Process
November 22, 2022
A brief overview of RMB's Small and SMID Cap stock selection process by RMB portfolio manager Chris Faber.
RMB Small and SMID Cap Portfolio Construction Process
November 22, 2022
A brief overview of RMB's Small and SMID Cap portfolio construction process by RMB portfolio manager Chris Faber.