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

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Breaking Down Barriers: Private Markets Open their Doors to Individual Investors

Venture capital, growth equity, leveraged buyouts, private credit, and real assets. The names themselves bring an air of exclusivity.  These asset classes have been around for decades with well-established roles…

FAST FACTS: “Catching Up” on Your Retirement Savings

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Don’t Worry, Be Happy?: Q4 2023 Market Commentary

While the economy appears to be humming, there is popular sentiment to the contrary. The Atlanta Fed GDPNow, a real-time forecast of nominal U.S. GDP, is tracking at 4.9% as…

Meet the Curi Capital Team: Spotlight on Katie Strother, Wealth 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 clients meet their goals…

Curi Capital Recognized as One of Fastest-Growing Firms in the U.S. by Citywire RIA for 2023

Raleigh, N.C. – August 21, 2023 – Curi Capital, the registered investment advisor (RIA) and full-service financial advisory business within Curi, has been selected for Citywire RIA’s 2023 “50 Growers…

Meet the Curi Capital Team: Spotlight on David Arthur, Senior Director of Wealth Management

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 through a wide range of financial services and solutions—and we’d love for you to meet them.

Surprise!: Q3 2023 Market Commentary

While the consensus market outlook for 2023 was relatively bleak, markets are off to a great start. To find out where the opportunity is now, read our third-quarter market commentary for a breakdown of current market trends and to see if any adjustments are needed.

When Budgets Need to Budge

Frances Cronlund explores the importance of setting a budget – even when the process is uncomfortable.

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…

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Curi Wealth Management, LLC, dba Curi Capital is an investment adviser in Raleigh, North Carolina. Curi Capital is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Curi Capital only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Curi Capital's current written disclosure brochure filed with the SEC which discusses among other things, Curi Capital's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.