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

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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,…

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…

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