Market Commentary: Wait and See
May 14, 2025
Key Takeaways Despite notable intramonth swings in both directions, U.S. large-cap stocks ended April down 0.7% while U.S. small-cap stocks declined by 2.3%. U.S. intermediate-term bonds gained 0.4%. Investor sentiment weakened.
Third Consecutive “Best Place to Work” Honor for Denver Office
May 8, 2025
For the third consecutive year, Curi RMB Capital has been named to the Denver Business Journal’s 2025 “Best Places to Work” list. The firm ranked #10 on the list of medium-sized businesses, which is based on an employee survey conducted by Quantum Workplace designed to measure 10 categories of engagement.
10 Steps to Take Before Retirement
May 8, 2025
Byline Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor
You’re thinking ahead to retirement, but are you thinking beyond the numbers? When planning for retirement, most people spend the majority of their time attempting to calculate how much money will be necessary to maintain their lifestyle. However, planning for retirement is about much more than achieving a dollar amount, and it’s important to take steps to develop an effective strategy.
Litigation Education: Protecting Your Assets in a Litigious World
May 7, 2025
Byline Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor
When someone knows or thinks you’re wealthy, their motivation to seize your assets can be strong. This is especially true in professions like medicine, where medical malpractice lawsuits can arise. But even without a medical professional connection, anyone with significant assets can be targeted by creditors or plaintiffs.
Important Reminders in Volatile Times
April 28, 2025
Byline Nick Fameree, Senior Wealth Management Associate
In periods of heightened market volatility like we have seen in the past few weeks, it is very important to take a step back and remind ourselves what it means to be a disciplined investor and the intentional approach we take when building investment portfolios.
How Women Can Leverage Negotiation to Advance
April 17, 2025
Byline Kelsey Keefner, Senior Wealth Management Associate
Knowing how to negotiate is a powerful skill that can empower women to take control of their financial futures. Whether advocating for a better salary, setting fair rates for services, or navigating everyday money decisions, mastering negotiation unlocks higher earnings, stronger wealth-building opportunities, and lasting financial independence. It’s a key tool to unlocking full economic potential, not just in the workplace but in every area where financial choices are made.
Saving for College: A Practical Perspective
April 16, 2025
Byline Janelle McCreary, CFP®, Wealth Advisor
As both a mom and a wealth advisor, I understand how challenging it can be to balance family priorities with planning for the future, especially when it comes to saving for your child’s college education. We all want the best for our kids, and that includes giving them the opportunities a great education provides.
Estate Planning for Physicians: Protecting Your Future and Legacy
April 15, 2025
Byline Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager
As a physician, you’ve dedicated your life to the well-being of others. But have you considered how to safeguard your own financial future and legacy?
Keeping Focus: The Knowns and Unknowns of Tariff Policy
April 9, 2025
Byline Seth Davis, CPWA®, CFP® Partner, Managing Director
While walking my dog over the weekend, I noticed how green the grass has become this past week as spring continues to bloom. It made me realize that every year I feel the same sense of optimism when the grass changes from brown to green. Obviously, I knew in advance that this seasonal change was coming—and still, I found myself a touch surprised when it happened. As my walk continued, I started thinking about what else I know and don’t know, and my thoughts quickly drifted to what’s happening in the market.
