News & Knowledge

Steady As She Goes: Curi Capital’s Q3 2019 Market Commentary
The factors driving the market (and our outlook) remain consistent from last quarter despite some surprising headlines.

Four Key Questions for Back-to-[Saving-for]-School Season
The importance of understanding your full financial picture before setting up any savings or investment programs for your family.

Will 2019 Be the Year of Retirement Reform?
A closer look at the SECURE Act, and how this legislation may affect your practice’s retirement plans.

What is Physician Wellness?
Doctors make sacrifices in pursuit of the care and healing of others, often at the expense of their own mental and physical well-being.