News & Knowledge
The Importance of Asset Protection for Physicians
Recently our teenage daughter achieved one modern milestone of autonomy– she passed her driver’s license test. While a first-edition license is one hallmark of independence, it’s also the gateway to…
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
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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.