All-time stock market highs are often followed by additional all-time highs as these patterns repeat over the long-term economic cycle. Over 75% of the stock market’s best days have occurred during a bear market or the first two months of a new bull market. Learn more about why we believe fundamentals will be key for stocks in 2024. https://lnkd.in/g5v_wZnq
Curi RMB Capital
Financial Services
Chicago, Illinois 5,027 followers
Specialized financial advice and innovative investment solutions, designed to preserve and grow assets for our clients.
About us
At Curi RMB Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results. Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services. Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders. Important disclosures: As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi RMB Capital at info@rmbcap.com. This is not an offer to buy or sell any investment products or Curi RMB Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing. For more information on Curi RMB Capital, please call 312.993.5800 or email us at info@rmbcap.com.
- Website
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http://www.curirmbcap.com
External link for Curi RMB Capital
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Chicago, Illinois
- Type
- Privately Held
- Founded
- 2005
- Specialties
- Wealth Management, Asset Management, Retirement Plan Consulting, Alternative Investments, and Family Office Services
Locations
Employees at Curi RMB Capital
Updates
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Policy differences are emerging between the U.S. Department of Treasury and the Federal Reserve, and the tug-of-war between the two will cause opportunities and risks to ebb and flow. Read more in our latest Market Commentary. https://lnkd.in/dZaxWGBT
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With the Great Wealth Transfer underway, you may be in line to inherit an IRA or other retirement account at some point. Unique rules apply to inherited IRAs, and advisor Olive Mitchell, CFP®, shares what you should know to help you manage your inheritance effectively. https://lnkd.in/g4fnWHiH
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You may have given thought to the inheritance you’ll leave to your children and grandchildren through your will, but are you passing down your wealth in the most advantageous ways? Senior Wealth Manager Charlie Brey, CFP®, shares modern solutions for transferring wealth across generations. Read more at https://lnkd.in/g9Hm-cmd.
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Rates of divorce involving adults 50 and older rose from 8.7% in 1990 to 36% by 2019. Divorce can cause profound stress at any age, and it may require extra planning at a later stage in life. Explore these 10 common considerations for gray divorce from Frances Cronlund. https://lnkd.in/gdS46z6Q
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We recently took a look at the cost of holding cash, including the opportunity cost of cash relative to U.S. stocks. Follow this link for our key takeaways and to learn more in our three-minute video from Ann Guntli, CFA, director of advisory services. https://lnkd.in/gxsJAtJm
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Might the Federal Reserve have a new inflation target in sight? With inflation persistently above its stated 2% target, the Fed’s position may be shifting, and it seems more willing to tolerate these higher levels. Read more in our latest Market Commentary.
Market Commentary: A New Bull’s Eye
rmbcapital.com
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In the wake of recent higher interest rates, is cash still the right choice for investors? In this three-minute video, Ann Guntli, CFA, director of advisory services, discusses the decrease in interest rates and whether other assets are likely to offer better returns. Learn more at https://lnkd.in/gZ5xMQqg.
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"I noticed a strong sense of teamwork from day one. We’re all using our individual strengths to work together as a team to reach our goals," says Hannah Arthur, Client Service Associate in our Raleigh office. Get to know Hannah, her work with clients and advisors, and the endurance and perseverance she learned from completing her first half marathon, in our Meet Curi RMB Capital series.
Meet Curi RMB Capital: Hannah Arthur
rmbcapital.com
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Despite overwhelming cause for concern in 2023, economic activity remained robust, with some positive economic headlines to lift the market's spirits. Join us for an in-depth look at the year's earnings trends and how they affected market performance.
Market Briefing: Earnings Trends
rmbcapital.com