COVID-19 Latest Updates and Resources

Smart takes on curated topics that matter most in wealth management.

MOST RECENT

6 Common Financial Concerns for Physicians

The financial needs of physicians present unique challenges uncommon to industries outside of healthcare. From alienating cultural perceptions, to the high level of personal and professional risk, we’ve identified what we believe are the top six financial concerns for physicians.

Meet the Curi Capital Team: Spotlight on Joe Dillon, Retirement Plan Solutions

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 necessary to…

Stocks

Power to the People? February 2021 Market Commentary

Chances are you’ve heard about GameStop recently. Every family member and friend I spoke to over the past week had the same questions: What’s going on…

Sunnier Days Ahead: Q1 2021 Market Commentary

As we leave behind an unforgettable year and the shocking events on January 6, 2021, it’s time to look ahead at the promise of the new…

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.

1 2 3 6

Curious to read more?

Get expert insights and curated content delivered right to your inbox.

SUBSCRIBE