News & Knowledge
Smart takes on curated topics that matter most in wealth management.
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.
8-Point Checklist for Year-End Financial Planning
This checklist of common year-end “action items” is a useful guide to help determine where you are in your financial plan and how you should proceed to make the most of the coming year.
What Plan Sponsors Need to Know About the Final IRS Hardship Distribution Regulations
A summary of the changes related to hardship distributions along with the mandatory and optional rules that retirement plan sponsors need to implement.
How Physicians Can Overcome Financial Instability
When physicians take time to fully understand their finances and create actionable plans for increased stability, they are able to alleviate many of the associated fears and challenges and ultimately reach a place of financial wellness.
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.
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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.
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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.
Market Flash: Coronavirus
While the latest news regarding the potential spread of the Coronavirus throughout the U.S. has caused market volatility, industry experts expect the long-term impact to be minimal.
What Matters Most: Curi Capital’s Q4 2019 Market Commentary
Using insight from 2019, investors need to zero-in on the events that can truly impact their investments without getting distracted by things that simply don’t matter.
SECURE Act Changes the Game for American Retirement Planning
Understanding the implications of recent financial legislation and its impact on your 2020 financial plan.
8-Point Checklist for Year-End Financial Planning
This checklist of common year-end “action items” is a useful guide to help determine where you are in your financial plan and how you should proceed to make the most of the coming year.