News & Knowledge
Smart takes on curated topics that matter most in wealth management.
The Importance of ERISA Plan Administrators
It’s not uncommon for Defined Contribution (DC) plan fiduciaries to be confused about the responsibilities of their retirement plan administrator. However, if you serve in a fiduciary role for your…
The Waypoint: Q3 2022 Market Commentary
Navigators use waypoints to ensure they’re on the correct path. While a flight path may look like a straight line on a map, it’s actually a series of very minor…
Meet the Curi Capital Team: Spotlight on Colin Kelly, Managing Director of Equities
This month, we sat down with Colin Kelly, Managing Director of Equities, to discuss his transition to the Curi Capital team following the KDI acquisition, the evolution of his career,…
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.
MOST POPULAR
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
The Importance of ERISA Plan Administrators
It’s not uncommon for Defined Contribution (DC) plan fiduciaries to be confused about the responsibilities of their retirement plan administrator. However, if you serve in a…
The Importance of ERISA Plan Administrators
It’s not uncommon for Defined Contribution (DC) plan fiduciaries to be confused about the responsibilities of their retirement plan administrator. However, if you serve in a fiduciary role for your…
The Waypoint: Q3 2022 Market Commentary
Navigators use waypoints to ensure they’re on the correct path. While a flight path may look like a straight line on a map, it’s actually a series of very minor…
Meet the Curi Capital Team: Spotlight on Colin Kelly, Managing Director of Equities
This month, we sat down with Colin Kelly, Managing Director of Equities, to discuss his transition to the Curi Capital team following the KDI acquisition, the evolution of his career,…
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.