Author: Hannah Frey

What’s The Best Use of Your Dollar?

By Ryan Emerson, Partner, Managing Director of Wealth Builder

May 5, 2026
Curi Capital Ranked Among Chicago’s Largest Wealth Management Firms by Crain’s

April 1, 2026
Jeffrey Burney Discusses AI and Advisory for Investments & Wealth Review

March 26, 2026
Denver Office Earns Fourth Straight “Best Place to Work” Recognition

February 27, 2026
Physician Tax Planning Strategies to Reduce Taxes and Build Long-Term Wealth

By Duncan Gibson, Partner, Wealth Advisor

February 17, 2026
60-Day IRA Rollover Rules: Limits, Penalties, and Alternatives

By Janek Pedersen, CFP®, Wealth Advisor

February 14, 2026
How Curi Capital Is Approaching Artificial Intelligence

By Dimitri Eliopoulos, CFP®, CPWA®, Chief Executive Officer

February 11, 2026
The Importance of Asset Protection for Physicians

By Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

February 9, 2026
James Plumb and Charles Henness Jr. Discuss Curi Capital’s Global Equity Strategy in The Wall Street Transcript

February 3, 2026
Serving With Confidence: A Smarter Approach to Military Financial Planning

By Nick Fameree, CFP®, Wealth Advisor

January 6, 2026
Market Commentary: Paint-by-Numbers

December 9, 2025
Market Commentary: Emerging from Shutdown

December 5, 2025
Planning a Year-End Charitable Gift

By Meg Bunn, CFP®, V.P., Relationship Manager, Family Office Services

October 31, 2025
One Big Beautiful Bill Act and the Federal Deficit

July 17, 2025
Planning for Early Retirement as a Physician

By Jay Krause, CPFA, Retirement Plan Advisor

July 2, 2025
How Much Should You Save to Achieve Your Financial Goals?

By Ryan Emerson, Partner, Managing Director of Wealth Builder

February 13, 2025