News & Knowledge
Smart takes on curated topics that matter most in wealth management.
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…
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…
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.
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.
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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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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…
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.