News & Knowledge
Smart takes on curated topics that matter most in wealth management.
The 4 Things You Can Do Right Now to Kickstart a Healthy Spending Plan
Learn how to build a sustainable and effective budget that focuses on your personal goals and lifestyle in the new year.
Half Full: Q3 2020 Market Commentary
Curi Capital’s CIO discusses the risks and realities of investing in 2020—and why he’s choosing to look at the current environment as a glass half full for investors.
Love Your Enemies: September 2020 Market Commentary
Curi Capital explores the implications—or lack thereof—of the upcoming presidential election on the U.S. stock market.
Cognitive Dissonance: Q2 2020 Market Commentary
Curi Capital explores key macro trends as we enter the second half of 2020.
A Message From Curi Capital’s CEO
The most successful financial plans maximize outcomes by investing in high-quality, diversified portfolios that reap the long-term benefits of growth, innovation, economic productivity, and global capital markets. To help you make the most of your investments, we have identified four key themes to keep in mind as we reopen our country.
Estate Planning for Your Retirement Accounts: Five Recommendations for Getting It Right
An estaste plan is not complete until you take a close look at retirement accounts to identify the appropriate designated beneficiaries, take steps to instate additional protections, and proactively allocate charitable funds.
Choose Your Own Adventure: Q1 2020 Market Commentary
Curi Capital explores multiple investment strategies during a time of market volatility.
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.
Staying the Course Amidst a “Circuit Breaker” — Coronavirus, Oil, and Market Volatility
This Market Flash report outlines what we currently know about market volatility associated with the COVID-19 spread, oil production increase, and other transient factors, alongside actions that investors should consider in the face of continued uncertainty.
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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
Annual Retirement Plan Audit: 11 Common Concerns From an Auditor’s Perspective
Does your organization’s plan require an annual audit? Review the issues that may lead to litigation and regulatory breach exposure for retirement plan fiduciaries.
The 4 Things You Can Do Right Now to Kickstart a Healthy Spending Plan
Learn how to build a sustainable and effective budget that focuses on your personal goals and lifestyle in the new year.
Half Full: Q3 2020 Market Commentary
Curi Capital’s CIO discusses the risks and realities of investing in 2020—and why he’s choosing to look at the current environment as a glass half full for investors.
Love Your Enemies: September 2020 Market Commentary
Curi Capital explores the implications—or lack thereof—of the upcoming presidential election on the U.S. stock market.
Understanding the Implications of Working With Multiple Investment Advisors
Curi Capital explores three important factors to consider when coordinating multiple investment relationships.
Cognitive Dissonance: Q2 2020 Market Commentary
Curi Capital explores key macro trends as we enter the second half of 2020.
A Message From Curi Capital’s CEO
The most successful financial plans maximize outcomes by investing in high-quality, diversified portfolios that reap the long-term benefits of growth, innovation, economic productivity, and global capital markets. To help you make the most of your investments, we have identified four key themes to keep in mind as we reopen our country.
Estate Planning for Your Retirement Accounts: Five Recommendations for Getting It Right
An estaste plan is not complete until you take a close look at retirement accounts to identify the appropriate designated beneficiaries, take steps to instate additional protections, and proactively allocate charitable funds.
Choose Your Own Adventure: Q1 2020 Market Commentary
Curi Capital explores multiple investment strategies during a time of market volatility.
Understanding the Retirement Plan Provisions of the Federal CARES Act
Curi Capital summarizes key implications of the act for retirement plans and plan participants.