If you’re considering where to live in retirement, you may be facing several competing interests as you make this decision. Senior Wealth Advisor Christa Madison CEPA, CFP discusses what factors often mean most to retirees when making this significant decision. https://lnkd.in/gFta8u6F
Curi RMB Capital
Financial Services
Chicago, Illinois 5,156 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 [email protected]. 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 [email protected].
- 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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Much like an Olympic athlete in Paris, U.S. small cap stocks delivered a gold medal performance in July. After months of mostly underweighting the asset class in favor of the mega-cap Magnificent Seven companies, small cap funds experienced some of the strongest weekly inflows on record over the past month. Read more in our latest Market Commentary, including how May was nearly ideal for most asset classes. https://lnkd.in/eBxTa6Mi
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Preparing for retirement requires both financial and emotional planning, and the sooner you get started, the better. Senior Wealth Manager Mohini McCormick, CFP® provides tips for navigating the transition to life after retirement. Read more at https://lnkd.in/er8_jjEZ
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The conversation surrounding the future of Social Security has sparked questions and concerns among those nearing retirement. Senior Wealth Manager Barb Black, CFP® shares guidance for navigating Social Security, and how to best set your retirement plan up for potential success. Read more at https://lnkd.in/e_WqYJtU
Navigating the Future of Social Security
rmbcapital.com
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Last weekend, our Chicago Western Suburbs team hosted clients for a day at the Kane County Cougars ballpark. Our group of nearly 100 guests had a great time and lucked out with perfect weather! Mohini McCormick, CFP® and Dean Tims, son of Sarah Tims, threw out the first two pitches. Christa Madison CFP, CEPA engaged the entire ballpark with her singing of Take Me Out to The Ballgame during the 7th inning stretch on the bleachers outside of our super suite. Thanks to everyone who joined us for the outing!
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At 9%, July was the third-widest monthly spread between U.S. small cap and U.S. large cap stocks since 1980, with only February 2000 (18%) and January 1992 (10%) exceeding it. Two key factors likely contributed to the rally behind small cap funds: the mild June inflation report and recent election developments. Read more in our latest Market Commentary. https://lnkd.in/eBxTa6Mi
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Our Denver team spent yesterday afternoon at Project Angel Heart preparing meals for people facing illness across Colorado. Thank you to everyone who dedicated their time to making a positive local impact!
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The media has created a cottage industry of “Best Places to Retire” lists. But Senior Wealth Advisor Christa Madison CFP, CEPA, says those lists often fail to take into account what’s really most important to people, such as family, friendships, and regional ties. Christa shares what current or future retirees should consider when it comes to relocating. Read more at https://lnkd.in/gFta8u6F.
Should Retirement Mean Relocating?
rmbcapital.com
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Jay Menton, Partner and Senior Wealth Manager in our Chicago North Shore office, was profiled by JWC Media in the Sheridan Road Money Matters issue. Read the full profile of Jay at https://lnkd.in/gGzVj8zT.
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With this week’s volatility in the Nikkei index and its spillover effect into U.S. markets, Japan’s stock market is on the minds of many investors. Curi RMB Capital partner and portfolio manager Masa Hosomizu was featured in a CNN article about investing in Japan. Read more at https://lnkd.in/gck4eiFA.
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