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

Meet the Curi Capital Team: Spotlight on Caleb Sanderson, Retirement Plan Solutions

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…

Webinar: Myths and Risks for Women and Money

Curi Capital webinar exploring the myths and risks for women and money, addressing the questions you should be asking about your finances.

Could a Cash Balance Retirement Plan Be Right for Your Practice?

Cash balance retirement plans are the fastest-growing type of retirement plan in the nation and could serve as an excellent tool for practices to help employees make the most of their money.

Meet the Curi Capital Team: Spotlight on Duncan Gibson, Private Wealth

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 Erin Rogers, Associate Advisor

*Erin Rogers was an Associate Advisor at the time of this interview. She was promoted to Wealth Advisor in Oct. 2021.   At Curi Capital, it’s…

Meet the Curi Capital Team: Spotlight on Frances Cronlund, Wealth Planning

*Frances Cronlund was Senior Director of Wealth Planning at the time of this interview. She was promoted to Managing Director of Wealth Strategy in Jan. 2022….

Meet the Curi Capital Team: Spotlight on Cameron Rosenow, Private Wealth

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 necessary to…

Annual Retirement Plan Audit: 11 Common Concerns From an Auditor’s Perspective

Does your organization’s plan require an annual audit? Review the issues that may lead to litigation and regulatory breach exposure for retirement plan fiduciaries.

The 4 Things You Can Do Right Now to Kickstart a Healthy Spending Plan

Learn how to build a sustainable and effective budget that focuses on your personal goals and lifestyle in the new year.

Understanding the Implications of Working With Multiple Investment Advisors

Curi Capital explores three important factors to consider when coordinating multiple investment relationships.

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