October 19, 2023
Byline Sue Christoph, CFA®, CFP®, CPWA®, Partner, Senior Relationship Manager, Family Office Services
Video: Sue Christoph, CFA®, CFP®, CPWA® discusses the purpose and value of holding regular family meetings.
Keeping Your Credit Scores Strong in Retirement
October 9, 2023
Byline Jake Eischens, CFP®, Wealth Advisor
You’ve spent years building up good credit, doing all the right things, only to see your scores drop once you’re in retirement. It sounds crazy, but the scenario is more common that you think, and it is often through no fault of the retiree.
RMB’s Lake Forest, Ill. Office Moves to New Location
October 9, 2023
RMB is pleased to announce the opening of a new location for our Lake Forest, Ill. office. The new location, at 272 Market Square, Suite 205, in the heart of Lake Forest’s charming and historic downtown, replaces the temporary space that our Lake Forest team was recently working out of during the transition to this more permanent home. The new office is approximately 4,500 square feet. RMB has had a location in Lake Forest to serve North Shore clients since 2017.
People Image
Catherine Roberts, Administrative Assistant
Education: MS in Education, Northwestern University
Previous Experience: 10 Talent Agency, Actor , Athletico Physical Therapy, Patient Experience Coordinator
Catherine is the Administrative Assistant for the RMB Capital Lake Forest Office. Catherine is responsible for coordinating scheduling, events, and other day-to-day office tasks.
October 2, 2023
Byline Reece Piotter, Wealth Management Associate
Most taxpayers know Tax Day as April 15. When filing by that date isn’t feasible given life circumstances, the IRS allows taxpayers to file for a six-month extension on the filing deadline. If you filed for such an extension, you may be losing sleep about the October 16 deadline quickly approaching (because October 15 falls on a Sunday, this year’s extensions must be filed on or by Monday, October 16). Remember, not only do you have to file your taxes, but you must pay your taxes on time to avoid penalties.
Meet the Curi Capital Team: Spotlight on Katie Strother, Wealth Advisor
September 26, 2023
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 clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them. This month, we sat down with Katie Strother, Wealth Advisor, to discuss her transition to the Curi Capital team following the Park Ridge Asset Management (PRAM) acquisition, the inspiration behind her career in wealth management, and where she finds joy outside of work.
Corporate Executive Services: Customized Financial Planning for Complex Needs
September 11, 2023
At RMB, we serve a wide variety of wealth management clients, all with their own unique goals and situations. This includes an emphasis on serving senior corporate executive clients, and that’s where our Corporate Executive Services (CES) offering comes in.
Sunset on the Horizon: Changes to the Federal Estate Tax Exemption
September 11, 2023
The federal estate tax exemption doubled seven years ago, offering an unprecedented amount of exclusion for estates and lifetime gifts. This tax has historically expanded, but, barring congressional action, is now set to be cut in half. What could this mean for you?
Gaining an Investment Foothold: The Dollar-Cost Averaging Approach
September 5, 2023
Byline Janek Pedersen, CFP®, V.P., Wealth Advisor
Taking the guesswork out of how much and when to invest can help a new or anxious investor find a foothold in the markets. For these folks, a dollar-cost averaging approach can make sense. But what is dollar-cost averaging, when should it be considered, and what are some potential pitfalls of this investing tactic?
RMB’s Barb Black Featured in USA TODAY Article on Savings Accounts
August 11, 2023
S.V.P and senior wealth manager Barb Black was featured in a USA TODAY article about savings accounts. The article outlined how savings accounts work, the benefits of having a savings account, how savers can pick the best account for them, and tips for managing individual accounts.