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Meet the Curi Capital Team: Spotlight on Colin Kelly, Managing Director of Equities

This month, we sat down with Colin Kelly, Managing Director of Equities, to discuss his transition to the Curi Capital team following the KDI acquisition, the evolution of his career,…

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…

Understanding 3(21) and 3(38) Fiduciary Services for Your Practice’s Retirement Plan

As lawsuits continue to be filed against retirement plan sponsors, it’s important for practice leaders to recognize how a plan advisor can help limit exposure.

What Practice Leaders Need to Know About Target-Date Funds

Retirement plan sponsors need to be aware of their plan’s target-date series and what’s most appropriate for their staff.

Six Ways the SECURE Act Could Affect Your Practice Retirement Plan and Staff

An overview of proposed provisions in the Act approved by the U.S. House of Representatives.

Balancing Choice Overload for Your Company’s Retirement Plan

The importance of offering your employees an optimal number of retirement plan investment options.

Investment Outlook and Insights: First Quarter 2019

2018 was a tough year for investors, with most major asset classes finishing with flat-to-negative returns for the calendar year. 

2018 Financial Markets: A Year in Transition

As the year 2018 draws to a close, here are some insights and highlights for investors to consider based on recently turbulent financial markets.

Markets Shift Focus in Q4 2019

As we look to the final months of the year, investors should be prepared for the market to shift.

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