News & Knowledge
Prescribing a richer life for you, your family, and your future.
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…
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 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….
Meet the Curi Capital Team: Spotlight on Joe Dillon, 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 necessary to…
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.
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.