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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.

Staying the Course Amidst a “Circuit Breaker” — Coronavirus, Oil, and Market Volatility

This Market Flash report outlines what we currently know about market volatility associated with the COVID-19 spread, oil production increase, and other transient factors, alongside actions that investors should consider in the face of continued uncertainty.

Market Flash: Coronavirus

While the latest news regarding the potential spread of the Coronavirus throughout the U.S. has caused market volatility, industry experts expect the long-term impact to be minimal.

What Matters Most: Curi Capital’s Q4 2019 Market Commentary

Using insight from 2019, investors need to zero-in on the events that can truly impact their investments without getting distracted by things that simply don’t matter.

SECURE Act Changes the Game for American Retirement Planning

Understanding the implications of recent financial legislation and its impact on your 2020 financial plan.

8-Point Checklist for Year-End Financial Planning

This checklist of common year-end “action items” is a useful guide to help determine where you are in your financial plan and how you should proceed to make the most of the coming year.

What Plan Sponsors Need to Know About the Final IRS Hardship Distribution Regulations

A summary of the changes related to hardship distributions along with the mandatory and optional rules that retirement plan sponsors need to implement.

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