XS
SM
MD
LG
XL

Meet the Curi Capital Team: Spotlight on Shannon Brown, Investment Operations Analyst

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…

Meet the Curi Capital Team: Spotlight on Sheldon Fox, Senior Director, Family Office Services

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…

Breaking Down DOL Brokerage Window Guidance and Cryptocurrency Accounts

WHAT’S HAPPENING? Recently, the U.S. Labor Department issued new 2022 guidance regarding 401(k) retirement plans that offer, or are considering offering, investments in cryptocurrency and/or self-directed…

Understanding Workplace Savings

The phrase “workplace savings” doesn’t mean much to most people. If pressed, they might guess that you’re referring to a 401(k)-retirement plan. And for the most…

Yours, Mine and Ours? When Couples Navigate Money Discussions

When you and your partner start to map out common financial goals, your relationship enters a new territory—the money talk. Your goals may start out short-term…

10 Steps to Take 10 Years Before Retirement

Click to Download

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…

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.

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…

1 2 3

Curious to read more?

The new Curi Blog has launched, subscribe to get expert insights delivered right to your inbox.

VISIT THE BLOG

Curi Wealth Management, LLC, dba Curi Capital is an investment adviser in Raleigh, North Carolina. Curi Capital is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Curi Capital only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Curi Capital's current written disclosure brochure filed with the SEC which discusses among other things, Curi Capital's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.