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.

How to Select a 529 Plan

There are a wide variety of 529 plans out there, with many variations and important nuances—from different investment options to fee structures and administrative functions. In this article, we outline some of key factors to consider when choosing the plan that’s right for you.

Managing the Climbing Costs of College

As parents, my wife and I agree that our primary goal is to help our kids be successful in life. One highly influencing factor in being successful is getting a college degree, as it’s been shown to contribute an average of $1 million to lifetime earnings when compared with a high school degree.1 As our standard of living continues to improve in the U.S., the opportunity to go to college has become a reality for more and more teenagers. However, the rising costs of college education have dramatically outpaced average increases in our standard of living.2