The Role of Real Assets in Investor Portfolios
February 17, 2021
Byline Andrew Baker, CFA, Partner, Portfolio Manager
According to Callan Associates, an investment consulting firm, “A diversified real return portfolio can be an important component to investor portfolios, given the potential long-term threat of inflation. Inflation erodes purchasing power cumulatively and exponentially by increasing the cost of future spending.
The Importance of Dividend Growth
February 17, 2021
Byline Andrew Baker, CFA, Partner, Portfolio Manager
Over the years, stocks of companies that initiate and consistently grow their dividends have outperformed the broader market, and have significantly outperformed stocks that cut or don’t pay dividends (Exhibit 1). This article explains why these “dividend growth” stocks have performed so well and why they are poised to continue to perform well in the future by discussing why companies pay dividends, exploring the benefits of a strategy that focuses specifically on companies growing their dividends, and considering how such a strategy might fit into an investor’s portfolio today.
RMB Capital Announces Three New Partners for 2021
February 9, 2021
CHICAGO- February 9, 2021 –RMB Capital (“RMB”), an independent investment advisory firm with approximately $9.7 billion in assets under management1 (estimated as of Dec. 31, 2020), announced that it has named Thomas Fanter, Laura Flentye, and Dan Matola, CFA, as new partners. The firm now has 26 partners.
Jennifer Williams, Senior Client Service Administrator
Previous Experience: Whirlpool Corporation, Executive Assistant , Peoplelink Staffing, Staffing Specialist , Blossomtime Festival, Assistant Director
One and Done: The 60-Day IRA Rollover
January 21, 2021
Byline Janek Pedersen, CFP®, Wealth Advisor
If you think it’s a little strange that you have more than one IRA in your name, you may be surprised to find out that it’s relatively common for investors to accumulate multiple IRAs over time. Whether it’s a Simplified Employee Pension (SEP) IRA for your business or a Traditional IRA that was funded from an old 401(k) rollover, it’s relatively simple to open an IRA with a bank or other financial institution. To help manage your retirement assets, the IRS has several methods that will allow you to make nontaxable transfers between like-registered IRAs.
Joseph Bruno, Wealth Management Associate
Education: BBA in Finance, Western Michigan University
Previous Experience: United States Navy, Helicopter Search and Rescue Swimmer
Lindsay LeValley, V.P., Client Service Manager
Education: BA in Communications, Western Michigan University
Previous Experience: Whirlpool Corporation, Senior Administrative Assistant , Mid-West Family Broadcasting, Director of Marketing and Promotions , Mid-West Family Broadcasting, Sales Assistant
Aaron A. Ayala, Senior Wealth Management Associate
Education: BS in Finance, University of Illinois at Chicago
Our Corporate Executive Services offering is designed to help your company’s executives not only understand and optimize their total compensation package, but also address other financial planning and investment needs they may have, creating meaningful value for your employees and your business.
We believe RMB Wealth Management is able to offer you a rare combination of capabilities when it comes to in-house planning and investment expertise. Our advisory and investment professionals work together to craft and deliver an integrated wealth plan—including financial planning tactics, customized asset allocation recommendations, and sophisticated investment solutions—that is designed to manage risk, seize opportunity, and drive results.