News & Knowledge
Practical insights and helpful tools designed to keep your practice running smoothly.
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 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…
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 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….
Understanding the Implications of Working With Multiple Investment Advisors
Curi Capital explores three important factors to consider when coordinating multiple investment relationships.
8-Point Checklist for Year-End Financial Planning
This checklist of common year-end “action items” is a useful guide to help determine where you are in your financial plan and how you should proceed to make the most of the coming year.
Six Steps to Keep Your Retirement Plan Assets Safe
As threats of cyber fraud continue to grow, it’s important to educate your plan participants on how to secure their retirement savings accounts.
How to Know If Your Practice Should Allow Voluntary After-Tax Contributions
As interest in after-tax contributions grows, plan sponsors should consider team compensation before allowing these contributions to become part of the practice’s 401(k) plan.