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Meet the Curi Capital Team: Spotlight on Cindy Pittman, Senior Research Analyst
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…

Why Isn’t the Market Going Down?: Q2 2023 Market Commentary
This question is at the top of many investors’ minds right now. Don’t get me wrong, we don’t want the market to go down; however, the performance for the first…

The Importance of Asset Protection for Physicians
Recently our teenage daughter achieved one modern milestone of autonomy– she passed her driver’s license test. While a first-edition license is one hallmark of independence, it’s also the gateway to…

BankAid: March 2023 Market Flash
2022 was tough for investors given the historically bad year in bonds and significant drawdown in stocks. We expected a calmer year for markets entering 2023 and the year was…

Meet the Curi Capital Team: Spotlight on Shannon Brown, Investment Operations Analyst
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…

Meet the Curi Capital Team: Spotlight on Sheldon Fox, Senior Director, Family Office Services
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…

The Great Reset: 2023 Market Outlook
“You don’t find out who’s been swimming naked until the tide goes out” – Warren Buffet 2022 IN REVIEW 2022 was a bad year for investors….

Breaking Down DOL Brokerage Window Guidance and Cryptocurrency Accounts
WHAT’S HAPPENING? Recently, the U.S. Labor Department issued new 2022 guidance regarding 401(k) retirement plans that offer, or are considering offering, investments in cryptocurrency and/or self-directed…

Understanding Workplace Savings
The phrase “workplace savings” doesn’t mean much to most people. If pressed, they might guess that you’re referring to a 401(k)-retirement plan. And for the most…

Yours, Mine and Ours? When Couples Navigate Money Discussions
When you and your partner start to map out common financial goals, your relationship enters a new territory—the money talk. Your goals may start out short-term…