Wealth Management

John Weber IV, Senior Wealth Management Associate

Education: BS in Business & Finance, Virginia Tech

Affiliations: Passion City Church, Community Group Team Lead, Experience Team Volunteer , Faith Christian School, Alumni Board - Founding Board Member

Previous Experience: Omega Wealth Management, Financial Planning Associate , Commodity Investing by Students (COINS), Senior Advisor, CFO

John is responsible for certain administrative and financial planning functions associated with servicing clients. He assists wealth advisors in establishing relationships with clients and is responsi

The Value of an Advisor: Beyond the Dollars

August 7, 2023

Byline Barb Black, CFP®, S.V.P., Senior Wealth Manager

When markets are soaring and investors are benefiting from a rising financial tide, it may seem easy to go about your investments alone. But when times are uncertain—economically, politically, or otherwise—a trusted advisor becomes a more valuable resource than ever.  

SECURE 2.0 and Retirement Savings: What Investors Need to Know

July 31, 2023

Byline Michele Francisco, Partner, Co-Managing Director of Wealth Management

Read on for more insights into the SECURE Act 2.0 and retirement savings. The SECURE Act 2.0 is now law, and the sweeping bipartisan legislation is intended to strengthen the retirement savings system in the U.S. The new law is designed to provide additional paths to better retirement savings, as surveys conducted by the Federal Reserve have found that only 75% of non-retirees in the U.S. have any retirement savings whatsoever, and only 40% feel that their retirement savings are on track.1 

Meet the Curi Capital Team: Spotlight on David Arthur, Senior Director of Wealth Management

July 31, 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 David Arthur, Senior Director of Wealth Management, to discuss his transition to the Curi Capital team following the Park Ridge Asset Management (PRAM) acquisition, the evolution of his career, and where he finds joy outside of work.

Higher Rates, Higher Prices Impact Housing Market Investors

July 24, 2023

Byline Michele Francisco, Partner, Co-Managing Director of Wealth Management

Read on for more insights into the housing market. The rise in interest rates over the past two years has had downstream effects on the housing market, many with important implications for buyers. Mortgage rates are now much higher than they were just a few years ago.  

RMB Named to Financial Advisor Magazine’s List of Top 100 RIA Firms

July 24, 2023

RMB was named in the top 100 of the 2023 Financial Advisor Magazine rankings of national RIA firms, which were published in the magazine’s July/August 2023 issue. RMB was ranked #76 of firms with more than $1B or more in assets under management.   Financial Advisor uses several criteria to develop the list, including number of clients, total assets under management, asset growth and asset growth per client. This is the fourth time RMB has been recognized in Financial Advisor’s rankings.  

Inheriting Generational Wealth: A Guide for Beneficiaries

July 21, 2023

Inheriting generational wealth can be a life-changing event. An inheritance can provide financial security and open new opportunities – and can come with its own set of challenges and responsibilities, which can take some beneficiaries by surprise.  

RMB’s Janelle McCreary Discusses Money Market Funds in U.S. News & World Report

July 19, 2023

National news magazine U.S. News & World Report recently featured RMB’s Janelle McCreary, wealth advisor in our Denver office, in an article about money market funds and how they work. McCreary highlighted some of the benefits and potential drawbacks of money market funds, including the draw of strong interest rates and low risk, and the impact of inflation on the overall value of the funds.  

Bonds Are Back, But Confusion Remains: Sorting Out Fixed Income Investments

July 12, 2023

Byline Michele Francisco, Partner, Co-Managing Director of Wealth Management

Read on for more insights into bonds and fixed income investments. After nearly two decades in the background, bonds are back in the media spotlight. Some national commentators have declared the current bond market to be the most attractive one in years. In fact, on July 7, the two-year Treasury rate passed 5% for the first time since 2007.1 

Going Beyond Estate Planning

July 12, 2023

Byline Jason Largey, J.D., Wealth Strategist

If you have already documented your estate plan and chosen your executor, you may be feeling well prepared for the future. And you should be. A 2021 Gallup poll found that less than half of adults in the U.S. have drafted estate plans, which means you’re well ahead of the curve.1 But the planning process doesn’t end here. Now it’s time to consider how to set your executor and other personal representatives up for success when the time comes to settle your estate.  Here are six scenarios to consider as you take the next steps in your estate planning. 

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