Alphacuity: An Overview of RMB's Proprietary Risk Analysis Tool
November 22, 2022
Alphacuity: A brief overview of RMB's proprietary risk analysis tool.
November 2022: Charitable Giving
November 14, 2022
Byline Brian Klein, CFP®, Wealth Advisor
The holiday season is upon us! This brings colder weather, family gatherings, and an increase of baked goods in our diets. The holidays also bring something other than a perfectly cooked turkey to the table. The greater feeling of generosity. This can come in many forms: You may volunteer at your church, you might help your neighbor shovel the driveway, or you’re inclined to gift money to your favorite charitable organization. I won’t tell you where to gift your money, but RMB can help you gift in the most tax advantageous way.
RMB Capital Re-Opens Office in Chicago’s Western Suburbs
November 14, 2022
CHICAGO- November 14, 2022 –RMB Capital (“RMB”), an independent investment advisory firm with more than $8.7 billion in assets under management1 (estimated as of September 30, 2022), announced it is re-opening its location in Chicago’s western suburbs. The new office is located at 17W110 22nd Street, Suite 700, Oakbrook Terrace, Ill., directly across from Oak Brook Center mall, and will open on Nov. 14.
Joseph McDermott Joins RMB Capital as Chief Compliance Officer
November 10, 2022
CHICAGO - November 10, 2022 –RMB Capital (“RMB”), an independent investment advisory firm with more than $8.7 billion in assets under management1 (estimated as of Sept. 30, 2022), announced that Joseph McDermott, CFA, FMVA, FRM, has joined the firm as chief compliance officer. McDermott will lead all regulatory compliance and risk management programs across the firm and will be based at RMB’s Chicago headquarters.
Meet the Curi Capital Team: Spotlight on Beth Dalton, Chief Compliance Officer
November 3, 2022
This month, we sat down with Beth Dalton, Chief Compliance Officer, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution of her career, and where she finds joy outside of work. 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.
October 28, 2022
Byline Ryan Kennedy, CFA, SVP, Portfolio Manager
While inflation can feel most painful at the grocery store and the gas station, investors may also be feeling it in their investment portfolios. Think of inflation as a hurdle that portfolios must clear in order to maintain the same purchasing power over time. For example, a portfolio that invested in U.S. Treasury bills 50 years ago would have grown at an annualized rate of 4.3% by the end of 2021.1 That may seem like a good outcome.
Understanding the Basics of Long-Term Care Insurance
October 28, 2022
Byline Erica Tarantur, CFP®, CIMA® SVP, Wealth Advisor
Most people understand the importance of insuring their home or car, buying a life insurance policy to protect their family’s financial future, and having comprehensive health insurance to prevent being stuck with huge medical bills. Insurance provides both emotional assurance and the practical financial backing to recover from emergency setbacks. However, there’s one type of insurance that is too often overlooked but can be just as critical—long-term care insurance.
Is This a Good Time for a Roth IRA Conversion
October 28, 2022
Byline Michele Francisco, CFP® Partner, Co-Managing Director, Wealth Management
Is This a Good Time for a Roth IRA Conversion? Let’s be blunt: It’s never fun when the stock market drops. Investors may feel dismay and anxiety as they see gains they’ve earned retreat into a bear market. However, if you still have some time in the market before you retire, there might be one upside to all the recent volatility: the ability to save money while creating an opportunity for tax-free growth by converting your standard IRA or 401(k) into a Roth.
How We Analyze Companies for Relevant ESG Factors
October 28, 2022
Byline Tom Fanter, Partner, Director of Equities, Portfolio Manager
When investing, it’s important to remember a company is more than just numbers on a spreadsheet or chart. ESG (environmental, social and governance) considerations, which extend beyond traditional financial metrics, are becoming a more important part of any investment approach as they may have both direct and indirect impacts on corporate profitability, long-term portfolio performance, and risk.
In the College Savings Race, 529 Plans Are Clearly a Step Ahead
October 28, 2022
Byline Margo Sweany, CFP® Partner, Senior Wealth Advisor
College costs continue to soar, and for many parents, the right way to fund their child’s college education remains front of mind. But are 529 plans—the most popular college savings investment vehicle—really the right choice? In many cases, the answer is yes, as the tax benefits of a 529 plan are extremely significant.