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Practical insights and helpful tools designed to keep your practice running smoothly.

It’s Actually Not Breaking News: May 2022 Market Flash

In a book well-suited for current times, “Anxious Kids, Anxious Parents,” there is a chapter titled, “It’s Actually Not Breaking News.” The authors inform readers one of the first steps…

Meet the Curi Capital Team: Spotlight on Jon Autry, Director of Private Investments

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…

Exploring Business Owner Exit Strategies for Physicians

With the pressures on private practices showing no signs of letting up, it’s essential that physicians understand their options for exiting practice ownership—and the financial implications of each. Selling to…

Nowhere to Hide: Q2 2022 Market Commentary

Bond investors may be in for an unwelcome surprise when they open their first quarter portfolio statements. Bonds were not the haven they’ve been in the…

Meet the Curi Capital Team: Spotlight on Tina Jacobs, Associate 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…

Meet the Curi Capital Team: Spotlight on Jessica Vester, 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…

Russia Invades Ukraine: Feb. 2022 Market Flash

The waiting is over. After weeks of wondering whether Russia will invade Ukraine, we have our answer. Russia invaded Ukraine overnight in what’s been called, “the…

Meet the Curi Capital Team: Spotlight on Barrett Knowles, Wealth Investment Operations Specialist

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…

Meet the Curi Capital Team: Spotlight on Margaret Hart, Associate 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…

Meet the Curi Capital Team: Spotlight on Joshua Voisine, Regional Director, Atlanta

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…

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