Kobe Rudin, Senior Wealth Management Associate
Education: Bachelor of Arts Business Marketing, Trinity International University
Affiliations: Boy Scouts of America - Eagle Scout , Christ Church - High School Group Leader
Previous Experience: Preqin – Research Associate
Kobe joined RMB as a Wealth Management Associate in November 2023. Kobe enjoys interacting with clients, building the business, and helping clients hit their goals. He is also beginning work on the S
Avoid These Common Missteps to Optimize Your Roth IRA
November 16, 2023
Byline Charlie Brey, CFP®, V.P., Wealth Advisor
A Roth IRA is an effective retirement savings tool, as my colleague Michele Francisco has noted before, that provides investors with flexibility and long-term tax efficiency. You’ll get the greatest benefit out of a Roth IRA by keeping these tips in mind to avoid potential hiccups.
The Fed’s Interest Rate Pause: What It Means for Investors
November 7, 2023
Byline Jeffrey L. Bryden, CFA®, S.V.P., Portfolio Manager
At its November meeting, the Federal Reserve continued their pause on interest rate increases for a second straight month. However, the Fed still hasn’t hit their 2% inflation target, and breaking the inflation bubble is their stated number one priority—so additional hikes can’t be ruled out.
November 2, 2023
Byline Brian Klein, CFP®, Wealth Advisor
When I tell people what I do for a living, the same questions often arise. “What stock should I buy?” “Where should I invest my extra cash?” My answer is often the same. “Well, that depends…” I equate these kinds of investment questions with asking a doctor what you should do to cure your ailing back or asking a mechanic how to fix a car that doesn’t start. There’s a lot to assess before recommending a course of action. The same thoughtful analysis should be applied to personal finances before making any investment decisions.
October 31, 2023
Byline Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager
Financial planning and goal setting get a lot of attention with the start of each new year. But taking time to reflect, assess, and finish the year strong is just as important. Whether it is maximizing your 2023 account contributions and tax deductions taking advantage of any investment losses, or simply setting the foundation for goals in 2024, the last quarter of the year is an opportune time to reflect on your financial journey and set the stage for a successful year to come. Here are a few planning steps to help you prepare financially for the year-end.
Employee Profile: Barbara Black, CFP®
October 19, 2023
Byline Barbara Black, CFP®, S.V.P., Senior Wealth Manager
Our team is at the heart of everything we do at RMB. We believe in a people-first culture where our teams put our values at the forefront of our work. Barb Black, S.V.P. and senior wealth manager, is no exception. Our employee profile series continues as Barb shares her experience at RMB, her role leading our D.C. office, and some thoughts for investors. INVESTED: Can you tell us a bit about your role at RMB and leading the Washington, D.C. office?
Investing in AI and Machine Learning Offers Compelling Opportunities, But Be Wary of Risks
October 19, 2023
Byline Tom Fanter, Partner, Director of Equities, Portfolio Manager
Video: Tom Fanter discusses applications and considerations of artificial intelligence and machine learning in finance. In recent months, markets have been buzzing about artificial intelligence and machine learning (AIML). Sparked by the November 2022 launch of ChatGPT, a generative AI transformer model designed to generate human-like text that amassed more than 100 million users in just two months, AIML technology has been at the forefront of financial media and investor attention since.
October 19, 2023
Byline Meg Bunn, CFP®, V.P., Relationship Manager, Family Office Services
Whether you’re giving to what you know or are inspired by current events to support a particular cause, your charitable dollars help shape the multi-billion-dollar philanthropy industry. Here are some of the recent trends shaping philanthropy and thoughts for donors considering a gift this year.
What Does Secure 2.0 Mean for Retirement?
October 19, 2023
Byline James Rosselle, CPFA, QPA, QKA, S.V.P., Director of Retirement Plan Solutions
Secure 2.0 Act Highlights The Secure Act 2.0 brought a flood of changes to how Americans save for retirement. Here are a few of the biggest impacts that individuals and employers should be aware of. If you have questions about saving for retirement or would like to learn more about setting up a retirement plan for your company, we invite you to reach out to an RMB advisor or the Retirement Plan Solutions team.
October 19, 2023
Byline Jason Largey, J.D., Wealth Strategist
We’re often asked what documents clients should include in their estate plans. The decisions you make and the people you select to oversee your estate are intensely personal and can directly impact what happens during your lifetime and beyond. Fortunately, your RMB advisor, estate planning attorney, and other professionals can help you think through the best ways to prepare for the future.