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.

Enhancing Our Dialogue About Your Retirement Plan

At RMB, we believe a financial advisor’s primary job is to understand a family’s long-term goals and then guide planning and investment decisions that should help the family achieve those goals. We are always striving to facilitate robust yet nuanced discussions with our clients about the various factors that can impact their long-term financial plans. To that end, we have recently implemented a powerful new planning software tool that helps us demonstrate the influence some of these factors can have on retirement goals. This article highlights the software’s core features and illustrates how it works through a simple case study.