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.

Avoiding Blind Spots in P&C Insurance

Insurance is one of those things you buy hoping you’ll never need. This can explain why it’s easy to “set it and forget it.” As part of RMB’s comprehensive wealth management approach, we regularly review our clients’ insurance coverage to help identify any gaps or shortfalls. This article highlights common property and casualty blind spots that can leave you exposed to risk.

Time to Dust Off Your Life Insurance Policy

Many people purchase life insurance in one form or another after a significant life event, but then fail to reevaluate their policy as life goes on. In addition to your own changing circumstances, life insurance prices and features change regularly, so it’s a good idea to revisit your plan every few years. One of our advisors, Benjamin Albrecht, CFP®, provides a quick overview of factors to consider.