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Meet the Curi Capital Team: Spotlight on Cindy Pittman, Senior Research Analyst

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals…

Why Isn’t the Market Going Down?: Q2 2023 Market Commentary

This question is at the top of many investors’ minds right now. Don’t get me wrong, we don’t want the market to go down; however, the performance for the first…

The Importance of Asset Protection for Physicians

Recently our teenage daughter achieved one modern milestone of autonomy– she passed her driver’s license test. While a first-edition license is one hallmark of independence, it’s also the gateway to…

BankAid: March 2023 Market Flash

2022 was tough for investors given the historically bad year in bonds and significant drawdown in stocks. We expected a calmer year for markets entering 2023 and the year was…

Meet the Curi Capital Team: Spotlight on Shannon Brown, Investment Operations Analyst

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals…

Meet the Curi Capital Team: Spotlight on Beth Dalton, Chief Compliance Officer

This month, we sat down with Beth Dalton, Chief Compliance Officer, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution of her career, and…

Maximum Pain: Q4 2022 Market Commentary

The third quarter was another volatile quarter for markets as central banks around the world continued hiking interest rates to get high inflation under control. The S&P 500 rallied 17.7%…

Meet the Curi Capital Team: Spotlight on John Day, Managing Director of Equities

This month, we sat down with John Day, Managing Director of Equities, to discuss the evolution of the industry and his career, shift to the Curi Capital team following the…

Seeking Comfort through Uncertainty: Private Markets Overview Q2 2022

It’s nearly impossible to turn on the news without hearing talk of inflation, rising interest rates, and the impending recession. These headlines can be unnerving for individuals, and rightfully so….

The Importance of ERISA Plan Administrators

It’s not uncommon for Defined Contribution (DC) plan fiduciaries to be confused about the responsibilities of their retirement plan administrator. However, if you serve in a fiduciary role for your…

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Curi Wealth Management, LLC, dba Curi Capital is an investment adviser in Raleigh, North Carolina. Curi Capital is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Curi Capital only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Curi Capital's current written disclosure brochure filed with the SEC which discusses among other things, Curi Capital's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.