Curi RMB Capital Named a Top Independent High-Net Worth Advisor by InvestmentNews
April 2, 2025
Curi RMB Capital has been named to InvestmentNews’ Top Independent High-Net-Worth Advisors 2025, an industry ranking that highlights exceptional independent firms in the U.S. Firms on this list are recognized by region, with Curi RMB Capital recognized in the Midwest region.
Curi RMB Capital Named to 2025 NAPA Top DC Advisor Multi-Office Firms List
March 27, 2025
The National Association of Plan Advisors (“NAPA”) has named Curi RMB Capital to its 2025 Top DC Advisor Multi-Office Firms list. The list recognizes the nation’s leading retirement plan advisory firms with multiple office locations and over $1 billion in assets under advisement (“AUA”).
Minimizing Risk to Your Nest Egg and Legacy as a Single Woman
March 18, 2025
Byline Erica Tarantur, CIMA®, CFP®, Partner, Senior Wealth Advisor
It's a surprising statistic, but studies show that most women die single.1 For some, living independently is a choice, while others find themselves single due to unforeseen circumstances like divorce or widowhood. Regardless of the reason, this reality highlights the need for women to take an active role in their financial planning.
Navigating Worries When Uncertainty Gets the Best of Us
March 18, 2025
Byline Seth Davis, CPWA®, CFP® Partner, Managing Director
Take a moment to think about the markets and the world around us. If you are feeling uneasy or exhausted from the pace of change... you’re not alone. We are hearing this from our clients and it’s understandable.
Implications of a Government Shutdown
March 17, 2025
We recently took a look at the implications of a government shutdown. Download a high resolution PDF with key takeaways.
Curi RMB Capital Named to PSN Top Guns Manager of the Decade 2024 List
March 12, 2025
Curi RMB Capital’s SMID Cap Core strategy was named to PSN Top Gun’s Manger of the Decade 2024 list. The list recognizes managers who are ranked in the top 10 managers in their peer group (209 managers). Curi RMB Capital was recognized in the Small-Mid Core Universe and in the Small-Mid Cap Universe.
Bond Investment Strategy Receives PSN “Top Guns” Honors for Q4 2024
March 12, 2025
Curi RMB Capital received recognition on Zephyr PSN’s “Top Guns” list for its Core – Limited Duration Investment Grade Bond strategy in Q4 2024. The firm’s awards include Core – Limited 5 Stars in the Core Fixed Universe for the strategy's performance over the last three years as a top ten manager while taking less risk (standard deviation) than its peer group.
8 Common Tax Considerations for Physicians
March 11, 2025
Byline Duncan Gibson, Partner, Wealth Advisor
Physicians face unique financial challenges due to their high-income potential, complex compensation structures, and significant tax liabilities. Proper tax planning with the help of a financial advisor and accountant can significantly impact a physician's near-term and long-term tax bill. Here are several common tax strategies that I suggest physicians consider as part of their larger financial picture. 1. Choosing the Right Business Entity
One Step Ahead: Recognizing and Preventing Financial Fraud
March 11, 2025
Byline Zahava Davis, V.P., Client Experience Manager
I have the privilege of working with clients across a number of our offices at Curi RMB Capital. Recently, I have been hearing a common refrain in my work with both clients and advisors—an increasing number of people are being targeted by scammers for access to their money and their personal accounts. I’m also seeing this in my own life with my family and even across my own email accounts, text messages, and phone calls.