Why Financial Education and Confidence Matter for Women
November 4, 2024
Byline Olive Mitchell, CFP®, Wealth Advisor
October 28, 2024 marked the 50th anniversary of the Equal Credit Opportunity Act, which outlawed discrimination in access to credit on the basis of sex. Despite great strides in women’s access to financial resources in recent decades, an equity gap still persists – equity in financial education, representation in the industry, and effective planning for women.
Investment Principles – Risk Capacity & Risk Tolerance
October 30, 2024
Byline Brian Klein, CWS®, CFP®, Wealth Advisor
Whether you watch CNBC, spend time on social media, or still read the Wall Street Journal, trendy stock tips are everywhere. Right now the hot topic is artificial intelligence. But before the AI craze there were many more fads: meme stocks in 2021, SPACs in 2020, electric vehicles in 2019, cannabis stocks in 2018, and way way way before any of these there was the tulip mania of 1637. Investing based on FOMO can be exciting, but chasing returns is a fool’s game.
Insights from Past Presidential Races and What They Could Mean for 2024
October 11, 2024
Subtitle We examine key issues in this year’s race, and look for lessons in past election outcomes.
Byline Chris Graff, CFA®, Partner, Co-Chief Investment Officer, and Ann Guntli, CFA®, Partner, Director of Advisory Services
Even before the leaves began to change, and the calendar turned to fall, the nation’s focus has already shifted to a pivotal event: the 2024 presidential election. Anticipation and concern are growing, with clients and investors wondering how the election might impact financial markets. It’s evident that, this year, more than usual, there is a collective sense of urgency about the potential outcomes.
Building Financial Resilience in Marriage
October 11, 2024
Subtitle Discover strategies to help turn money from a source of marital stress into a tool for strengthening relationships.
Byline Trevor Isham, CFP®, Partner, Senior Wealth Manager
Divorce rates in America have been on a downward trend for almost two decades. However, studies of divorced couples reveal a consistent pattern of underlying factors, with three most commonly cited: infidelity, money, and communication. I often find myself unpacking issues of money and marriage with my clients, so I’d like to share some insights I’ve picked up along the way, with actionable tips for transitioning money from a potential source of marital strain to a blessing.
Safeguarding Your Financial Future
October 11, 2024
Subtitle Learn how to better safeguard your wealth and financial future, especially if you’re in a high-liability profession.
Byline Jason Largey, J.D., Wealth Strategist
In a litigious society, wealth can invite risk. When a creditor or potential plaintiff knows their adversary is wealthy, the prospect of seizing those assets can be a strong motivator. This risk is particularly acute for professionals in high-liability fields, such as medical practitioners. However, you don’t need to be a professional to be at risk; anyone who accumulates significant assets can become a target for those seeking to recover financial or emotional damages.
Wealth Builder: Your Partner in Financial Well-Being
October 11, 2024
Subtitle Explore our new program offering financial guidance at every stage of your journey.
Byline Ryan Emerson, Director of Wealth Builder
I am thrilled to introduce Wealth Builder, the newest wealth advising program at Curi RMB Capital. Over the past 18 months, our team has intentionally designed our Wealth Builder offering with a singular focus in mind: to broaden Curi RMB Capital’s ability to serve the communities with which we work, meeting clients at all stages of their financial journeys. Whether you’re just starting out or enjoying retirement, our team of advisors is here to provide you with guidance for living the life you want. Our Approach
Leveling Up Your Company’s Retirement Savings Plans
October 11, 2024
Subtitle Read about ways to enhance your retirement benefits with advanced savings and compensation options.
Byline James Rosselle, CPFA, QPA, QKA, Partner, Director of Retirement Plan Solutions
As the landscape of employee benefits evolves, it’s crucial for employers to stay ahead of the curve by offering advanced retirement savings options. Enhancing your company’s 401(k) with a nonqualified plan can help showcase a forward-thinking approach to employee benefits and a dedication to helping your workforce achieve their retirement goals, while helping your organization attract and retain key employees.
October 11, 2024
Subtitle Understand the rules for using donor-advised funds (DAFs) for charitable giving, including allowable uses and common restrictions.
Byline Margot Bunn, CFP® V.P., Relationship Manager, Family Office Services
Donor-advised funds (DAFs) are an efficient and popular vehicle for charitable giving. With nearly $230 billion in charitable assets managed in 2022, and $52.16 billion in grants distributed, their use has surged in recent decades.1 While DAFs are a great tool for achieving charitable goals, they aren’t a universal solution for giving. To avoid common pitfalls, here are some guidelines to help you navigate what you can and cannot do with a DAF account.