News & Knowledge
Breaking Down Barriers: Private Markets Open their Doors to Individual Investors
Venture capital, growth equity, leveraged buyouts, private credit, and real assets. The names themselves bring an air of exclusivity. These asset classes have been around for decades with well-established roles…
FAST FACTS: “Catching Up” on Your Retirement Savings
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Don’t Worry, Be Happy?: Q4 2023 Market Commentary
While the economy appears to be humming, there is popular sentiment to the contrary. The Atlanta Fed GDPNow, a real-time forecast of nominal U.S. GDP, is tracking at 4.9% as…
Meet the Curi Capital Team: Spotlight on Katie Strother, Wealth Advisor
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…
Curi Capital Recognized as One of Fastest-Growing Firms in the U.S. by Citywire RIA for 2023
Raleigh, N.C. – August 21, 2023 – Curi Capital, the registered investment advisor (RIA) and full-service financial advisory business within Curi, has been selected for Citywire RIA’s 2023 “50 Growers…
Meet the Curi Capital Team: Spotlight on David Arthur, Senior Director of Wealth Management
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 through a wide range of financial services and solutions—and we’d love for you to meet them.
Surprise!: Q3 2023 Market Commentary
While the consensus market outlook for 2023 was relatively bleak, markets are off to a great start. To find out where the opportunity is now, read our third-quarter market commentary for a breakdown of current market trends and to see if any adjustments are needed.
When Budgets Need to Budge
Frances Cronlund explores the importance of setting a budget – even when the process is uncomfortable.
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…