RMB Capital

05/25/2021

As we move past the one-year anniversary of the initial COVID-19 shut-downs, inflation numbers—which are traditionally reported on a year-over-year basis—are starting to reflect the jarring juxtaposition between the economic environment today versus last spring. Read more in our latest Investment Commentary.

Markets Risky assets grinded higher in April as they digested one of the best 12-month periods in history. At the end of the month, most asset classes were sporting year-to-date returns that would be considered attractive for an entire year. The broad-based nature of April’s returns, extending eve...

04/20/2021

Positive market returns and increasing vaccination rates give investors reason to celebrate. Learn more in our latest Investment Commentary.

Overview The quarter was filled with so many colorful events that it made the first three months of 2021 feel like an entire year. In the end, investors had much to celebrate—equity returns were decidedly positive, and both fiscal and monetary policymakers reiterated their extraordinary accommodat...

04/08/2021

Our investment philosophy is centered on owning a concentrated portfolio of high-quality companies for the long term. Watch CEO and co-CIO, Richard Burridge, and co-CIO, Chris Graff, explain how taking this approach generates wealth for our clients.

Co-Chief Investment Officers Richard M. Burridge, Jr., and Chris Graff discuss RMB's investment philosophy.

04/05/2021

The tax deadline for individual 1040s has moved to May 17. Check out our updated 2021 Tax Timeline for other important deadlines.

The RMB Capital Tax Timeline includes the important dates related to filing 2021 taxes for individuals, businesses, S-corporations, partnerships, trusts and estates, and tax-exempt organizations. Please download a high resolution PDF here. Image

04/01/2021

On April 1, 2005, our firm was established with a team of 19 employees who embraced our independent, entrepreneurial model. Sixteen years later, we have nine offices around the country and about 150 employees who manage over $9 billion in assets. Thank you for your continued support!

03/30/2021

Learn more about the recent rise in interest rates and what it means for your portfolio in our latest Market Briefing.

Learn more about the recent rise in interest rates, how stocks have historically performed in relation to bonds, and how investors should position their port...

03/26/2021

In this MorningStar article, take a closer look at the data suggesting that income may be the real determinant of women's investing choices.

A closer look at the data suggest that income may be the real determinant of women's investing choices.

03/23/2021

Please join us in congratulating Michele Francisco and Seth Davis on their recent promotions. Both Michele and Seth have shown exceptional leadership at the firm and we are excited for this next chapter. For more information on both their past accomplishments and new roles, see our latest press release.

CHICAGO- March 23, 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 Michele Francisco, CFP®, has been named chief client officer and Seth Davis, CFP®, has been named ...

03/16/2021

One year after the onset of the COVID-19 pandemic, markets anticipate continued improvements. Learn more in our latest Investment Commentary.

Overview March 5, 2021, marked the one-year anniversary of the World Health Organization’s declaration of the COVID-19 pandemic. The world has changed dramatically over the past 12 months. Entire segments of the economy shut down, along with thousands of businesses. Many of those will not reopen. ...

03/15/2021

Middle-aged individuals who are caring for aging parents, supporting children, and saving for retirement are a growing population named “the sandwich generation.” In this article, Partner and Senior Relationship Manager, Sue Christoph, highlights important planning considerations that may help those of you in this position.

Middle-aged individuals who are caring for aging parents, supporting children, and saving for retirement are a growing population named “the sandwich generation” (Exhibit 1). Demographic trends, such as longer life expectancies and more adult children returning home after college or between jobs...

03/08/2021

This , we celebrate women’s achievements, especially as it relates to their role in the economy. We are keenly aware of the unique challenges women face and remain committed to helping women boost their and achieve their .

The RMB Women & Money infographic provides facts and statistics highlighting the relationship between women and finances. Please download a high resolution PDF here. Image ×

03/02/2021

Diversification is a key piece of the puzzle when evaluating stocks for your portfolio. Learn more in this Markets Insider article featuring RMB’s Co-chief Investment Officer, Chris Graff.

The generally agreed upon ideal portfolio size is between 20 and 30 stocks, but it's better to focus on diversification than total number.