News & Knowledge
Smart takes on curated topics that matter most in wealth management.
Meet the Curi Capital Team: Spotlight on Beth Dalton, Chief Compliance Officer
This month, we sat down with Beth Dalton, Chief Compliance Officer, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution of her career, and…
Meet the Curi Capital Team: Spotlight on John Day, Managing Director of Equities
This month, we sat down with John Day, Managing Director of Equities, to discuss the evolution of the industry and his career, shift to the Curi Capital team following the…
Seeking Comfort through Uncertainty: Private Markets Overview Q2 2022
It’s nearly impossible to turn on the news without hearing talk of inflation, rising interest rates, and the impending recession. These headlines can be unnerving for individuals, and rightfully so….
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,…
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.
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…
Noise and Signal: Q4 2021 Market Commentary
With the rapid rise of the 24-hour news cycle and the increasing influence of social media platforms, one challenge we face today is too much information…
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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.
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.
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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…