COVID-19 Latest Updates and Resources

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

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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.

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.

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