News & Knowledge
Smart takes on curated topics that matter most in wealth management.
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 of the first steps…
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. Selling to…
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.
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Understanding the Retirement Plan Provisions of the Federal CARES Act
Curi Capital summarizes key implications of the act for retirement plans and plan participants.
Congress Passes $2.1 Trillion CARES Act in Response to the COVID-19 Epidemic
Curi Capital summarizes key takeaways and implications of the act for small business and individuals.
Steady As She Goes: Curi Capital’s Q3 2019 Market Commentary
The factors driving the market (and our outlook) remain consistent from last quarter despite some surprising headlines.
Four Key Questions for Back-to-[Saving-for]-School Season
The importance of understanding your full financial picture before setting up any savings or investment programs for your family.
What Practice Leaders Need to Know About Target-Date Funds
Retirement plan sponsors need to be aware of their plan’s target-date series and what’s most appropriate for their staff.
Balancing Choice Overload for Your Company’s Retirement Plan
The importance of offering your employees an optimal number of retirement plan investment options.
MOST RECENT
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 of the first steps…
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. Selling to…
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…
Meet the Curi Capital Team: Spotlight on Tina Jacobs, 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…
Financially Preparing for New Parenthood
How to approach reviewing your finances and budget when preparing for first-time parenthood.
Meet the Curi Capital Team: Spotlight on Jessica Vester, Wealth 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…
Russia Invades Ukraine: Feb. 2022 Market Flash
The waiting is over. After weeks of wondering whether Russia will invade Ukraine, we have our answer. Russia invaded Ukraine overnight in what’s been called, “the…
‘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…
Meet the Curi Capital Team: Spotlight on Barrett Knowles, Wealth Investment Operations Specialist
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…