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The Importance of ERISA Plan Administrators

It’s not uncommon for Defined Contribution (DC) plan fiduciaries to be confused about the responsibilities of their retirement plan administrator. However, if you serve in a fiduciary role for your…

Nowhere to Hide: Q2 2022 Market Commentary

Bond investors may be in for an unwelcome surprise when they open their first quarter portfolio statements. Bonds were not the haven they’ve been in the…

‘Tis the Season: 2022 Market Outlook

The time has come for investment professionals to offer their forecasts for the year ahead. The following three predictions have been somewhat repetitive for the last…

Meet the Curi Capital Team: Spotlight on Barrett Knowles, Wealth Investment Operations Specialist

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…

Meet the Curi Capital Team: Spotlight on Margaret Hart, Associate Advisor

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…

Noise and Signal: Q4 2021 Market Commentary

With the rapid rise of the 24-hour news cycle and the increasing influence of social media platforms, one challenge we face today is too much information…

Meet the Curi Capital Team: Spotlight on Caleb Sanderson, Retirement Plan Solutions

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…

Meet the Curi Capital Team: Spotlight on Duncan Gibson, Private Wealth

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…

Meet the Curi Capital Team: Spotlight on Frances Cronlund, Wealth Planning

*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….

6 Common Financial Concerns for Physicians

The financial needs of physicians present unique challenges uncommon to industries outside of healthcare. From alienating cultural perceptions, to the high level of personal and professional risk, we’ve identified what we believe are the top six financial concerns for physicians.

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Curi RMB Capital, LLC (“Curi RMB”), is an investment adviser in Chicago, IL with other large offices in Raleigh, NC, Denver, CO, and Milwaukee, WI. Curi RMB is registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of the firm’s current written disclosure brochure filed with the SEC which discusses, among other things, Curi RMB's business practices, services, and fees, is available through the SEC's website www.adviserinfo.sec.gov..