Curi RMB Capital

The fall 2024 edition of INVESTED Magazine is here! In this issue, we delve into topics that are top of mind, including money and marriage; what insights from past elections could mean for this election cycle; asset protection for high-risk professions; the impact of GLP-1 drugs for investors; and much more. Give it a read today! https://lnkd.in/eqMs3CpK

Although the Fed’s September interest rate cut was widely anticipated, such a significant cut—especially the first in a cycle—is unusual, typically occurring only in times of crisis. Similar cuts occurred before the start of the recession in January 2001, before the Global Financial Crisis in September 2007, and during the pandemic in March 2020. A 50-basis point cut in the current benign economic environment is unprecedented. Read more in our latest Market Commentary. https://lnkd.in/eS_jks5N

Don’t miss our Frances Cronlund and Jason Largey in an upcoming Curi webinar where they’ll share the ins and outs of asset protection for physicians. Register here for the November 6 event. https://lnkd.in/erNKRMHs

We’re helping to bring financial literacy to the next generation of business leaders! Josh Rauterkus and Sam Buchenau of our Denver wealth management team and Belén Ryan of our Retirement Plans Solutions team joined the University of Colorado Boulder - Leeds School of Business and Burridge Center for Finance to educate undergraduate students on financial topics and careers. Josh presented on an Industry Insights panel, Sam ran a networking table for students interested in the finance industry, and Belen moderated a panel on Early Career Insights, featuring two former Curi RMB Capital interns. We loved taking part in this great day! 

Money is one of the top three underlying factors cited by couples for marital troubles and divorce. How can couples get on top of their finances and transition money from a potential source of marital strain to a blessing? Senior Wealth Manager Trevor Isham shares 5 steps to help reframe money in your marriage. Read more in the latest issue of Curi RMB Capital’s Invested Magazine. https://lnkd.in/ghuXxnfz

With the 2024 presidential #election at the forefront of conversation right now, we’re seeing a long list of key issues on voters’ minds. One looming question is how the results will impact financial markets and investors' portfolios. Chris Graff and Ann Guntli, CFA outline trends from past elections and discuss how clients can best prepare, no matter the outcome. Read more in the latest issue of our INVESTED Magazine. https://lnkd.in/eSFevCWA

The U.S. Treasury’s 2024 deficit is the largest ever in a non-recession year. Net interest outlays surpass defense spending and health expenditures, with the U.S. government currently paying an average of $3 billion in interest expenses each day. A further 50-basis-point decline in interest rates, as expected by year end, would reduce these daily interest payments to an estimated $2.5 billion. Read more in our latest Market Commentary. https://lnkd.in/eS_jks5N

We were thrilled to host a seminar and happy hour for the MSU Wealth Management Association from Michigan State University. Paul Joyaux, Christian Early, CFP®, and Haris Khan spent time providing an overview of the industry and our company, and answering questions from these impressive students. 

Curi RMB capital is excited for our upcoming webinar in partnership with Acadia Professional on Asset Protection Considerations for Physicians. We look forward to bringing this important topic to light for members of the Acadia community. 

Curi RMB Capital announces $10,000 contribution to the North Carolina Disaster Relief Fund to support Hurricane Helene disaster relief for communities and families across North Carolina. “Hurricane Helene devastated many North Carolina communities that are closely connected to our team members, clients, and Curi family. We have an opportunity and a responsibility to support those impacted, which is why Curi RMB Capital has contributed $10,000 to the North Carolina Disaster Relief Fund to help with disaster relief. Administered through the United Way of North Carolina, the fund ensures that our entire contribution will go directly and immediately toward recovery and relief efforts. We continue to hold everyone in North Carolina and impacted areas in our thoughts as they begin the journey of rebuilding stronger and more resilient communities.” Dimitri P. Eliopoulos, CEO