News & Knowledge
Smart takes on curated topics that matter most in wealth management.
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.
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…
Financially Preparing for New Parenthood
How to approach reviewing your finances and budget when preparing for first-time parenthood.
‘Tis the Season: 2022 Market Outlook
The time has come for investment professionals to offer their forecasts for the year ahead. The following three predictions have been somewhat repetitive for the last…
‘Tis the Season for Giving: Five Ways to Make the Most of Your Annual Financial Donations
By understanding the different ways to provide philanthropic financial contributions, donors can make the most of the gift for their own bottom line.
Noise and Signal: Q4 2021 Market Commentary
With the rapid rise of the 24-hour news cycle and the increasing influence of social media platforms, one challenge we face today is too much information…
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…
Educating Children About Money Management Before an Inheritance
Financial education starts at home from an early age, making it critical that parents teach their children about positive financial habits. Parents have the opportunity to lead by example via open communication and encouragement to ensure their children are well prepared to make sound financial decisions before receiving an inheritence.
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…