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.
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.
Peter Hunter, Senior Wealth Management Associate
Education: Bachelor of Arts in Communications, Denison University , Masters of Business Administration, DePaul University
Previous Experience: Northern Trust, Portfolio Advisor , Northern Trust, Investment Associate , Wells Fargo, Financial Advisor
Peter joined the Curi RMB Capital team in April 2025 as a Senior Wealth Management Associate and is based in the firm's Lake Forest office. He brings over a decade of experience in wealth management,
Steven Ungaro, Wealth Management Associate
Education: Bachelor of Arts in Mathematics, Northeastern Illinois University , Bachelor of Arts in Economics, Northeastern Illinois University
Previous Experience: Home Lending Assistant, JPMorgan Chase Bank , Chase Private Client Loan Processor, JPMorgan Chase Bank
Steven Ungaro is a Wealth Management Associate based in the Oakbrook Terrace office. He supports high-net-worth clients through administrative and financial planning services and works closely with we
Morgan Strickland, Client Service Administrator
Education: BA in Sociology and Psychology, University of South Alabama
Morgan joined the Curi Capital team as a Client Services Administrator in April 2025 and is based in the firm’s Raleigh office. She supports wealth management associates and advisors in delivering exc
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.