RMB Capital Management

Insights Library

Our Perspective

This collection of articles and commentaries from RMB provides examples of the in-depth research and analysis, industry knowledge, and fundamental principles underlying what we do for our clients. Explore the content available by scrolling or filtering topics.

The Disparity in China-U.S. Trade

The brewing trade war between the U.S. and China could be a costly and consuming affair. But one need only look briefly at the history of U.S. trade to see that a trade negotiation is long overdue. Using that history as a guide, this article offers insight into how the U.S. trade deficit has developed and explains how trade agreements and protectionist actions like tariffs affect the domestic and global economy.

Market Perspective and Investment Outlook

After a prolonged period of calm in the U.S. markets, investors saw volatility materialize again in the first half of 2018. But despite the recent shakiness in the markets, above-average economic indicators and record earnings growth signal that we are not nearing the end of this nine-year bull market just yet.

Women & Money: The Gap Between Influence and Confidence

Women’s role in the economy is significant and growing. Yet despite women’s increasing influence, the majority of women remain uncomfortable making decisions – or even having conversations – about financial planning and investing. At RMB, we are committed to closing this gap by facilitating communication about financial matters among all members of the families we serve. 

How to Avoid Investing’s Emotional Pitfalls

In pursuit of long-term investment goals, one of the biggest obstacles investors face is managing their own emotions during the ups and downs of the market. In this short video, Sarah Tims, partner and senior wealth advisor, explains how to avoid falling prey to our emotions so that we don’t zig precisely when we should zag.

How to Evaluate a Wealth Manager

“Wealth management” doesn’t mean the same thing to everyone. The category encompasses diverse business models and a wide range of service offerings, styles, and merits. Given this disparity, how do you establish a basis for comparison? This article lists important questions to ask all potential advisors, to help you better ascertain the value they might be able to provide you and your family.

Market Perspective & Investment Outlook

The U.S. economy continues on a stable path, buoyed by a strong consumer and robust business confidence. The initial estimate for third-quarter real GDP growth came in ahead of consensus, up 3% from the previous quarter, fueled by private fixed investment. Nominal growth rose 5.2%, the strongest pace since 2006. While the impact of Hurricanes Harvey and Irma likely suppressed some business activity, the stronger-than-expected GDP numbers highlight the resilience of the U.S. economy.

The Hidden Risks of Passive Investing

The debate over the merits of active versus passive investing is an ongoing one. The conventional arguments in support of passive investing are alluring, in part because of their simplicity. But the foundations of these arguments are often not in sync with real-world application. In this article, we demonstrate that owning passive strategies is not without its own set of dangers, some of which may not be immediately apparent.

Asset Class Overview: Absolute Return

The primary distinction of Absolute Return investments is that they are uncorrelated to the investment categories of Equities, Fixed Income, or Real Assets. This article explains why and illustrates how Absolute Return investments can provide good diversification and improve the risk-adjusted return of an investor’s overall portfolio.

Planning For Your Golden Years

Just as we proactively plan for living in our younger years—such as by building a business or saving for retirement—we can proactively plan for living at an advanced age. Preparing for a time when you may have an increased need for care is a critical financial planning issue for you and your family. This article highlights some tips that can help you get the most out of your golden years and avoid the potential risks of procrastination.