Employee Profile: Loren Knaster
June 29, 2021
Our Employee Profile series continues with this installment, featuring Loren Knaster, Partner and Wealth Advisor in our Denver office. We met for a virtual interview to talk about his personal story, including why he bleeds Bronco blue and orange, what his initial career aspirations were, and how his background in both journalism and conflict resolution play into his current role as an advisor.
Meet the Curi Capital Team: Spotlight on Frances Cronlund, Wealth Planning
May 12, 2021
*Frances Cronlund was Senior Director of Wealth Planning at the time of this interview. She was promoted to Managing Director of Wealth Strategy in Jan. 2022. 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.
Six Common Financial Concerns for Physicians
February 23, 2021
Byline Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor
The financial needs of physicians present several unique challenges. Cultural perceptions of doctors set them apart from other professionals, and many of these individuals are likely to encounter situations and circumstances that are uncommon in industries outside of healthcare.
The Role of Real Assets in Investor Portfolios
February 17, 2021
Byline Andrew Baker, CFA, Partner, Portfolio Manager
According to Callan Associates, an investment consulting firm, “A diversified real return portfolio can be an important component to investor portfolios, given the potential long-term threat of inflation. Inflation erodes purchasing power cumulatively and exponentially by increasing the cost of future spending.
The Importance of Dividend Growth
February 17, 2021
Byline Andrew Baker, CFA, Partner, Portfolio Manager
Over the years, stocks of companies that initiate and consistently grow their dividends have outperformed the broader market, and have significantly outperformed stocks that cut or don’t pay dividends (Exhibit 1). This article explains why these “dividend growth” stocks have performed so well and why they are poised to continue to perform well in the future by discussing why companies pay dividends, exploring the benefits of a strategy that focuses specifically on companies growing their dividends, and considering how such a strategy might fit into an investor’s portfolio today.
RMB Capital Announces Three New Partners for 2021
February 9, 2021
CHICAGO- February 9, 2021 –RMB Capital (“RMB”), an independent investment advisory firm with approximately $9.7 billion in assets under management1 (estimated as of Dec. 31, 2020), announced that it has named Thomas Fanter, Laura Flentye, and Dan Matola, CFA, as new partners. The firm now has 26 partners.
One and Done: The 60-Day IRA Rollover
January 21, 2021
Byline Janek Pedersen, CFP®, Wealth Advisor
If you think it’s a little strange that you have more than one IRA in your name, you may be surprised to find out that it’s relatively common for investors to accumulate multiple IRAs over time. Whether it’s a Simplified Employee Pension (SEP) IRA for your business or a Traditional IRA that was funded from an old 401(k) rollover, it’s relatively simple to open an IRA with a bank or other financial institution. To help manage your retirement assets, the IRS has several methods that will allow you to make nontaxable transfers between like-registered IRAs.