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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.

The Key Partners That Help Build a Successful Retirement Plan

Important questions as you consider all of the potential providers and how they will work together to meet the needs of your practice’s plan.

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.

How to Know If Your Practice Should Allow Voluntary After-Tax Contributions

As interest in after-tax contributions grows, plan sponsors should consider team compensation before allowing these contributions to become part of the practice’s 401(k) plan.

Will 2019 Be the Year of Retirement Reform?

A closer look at the SECURE Act, and how this legislation may affect your practice’s retirement plans.

Understanding 3(21) and 3(38) Fiduciary Services for Your Practice’s Retirement Plan

As lawsuits continue to be filed against retirement plan sponsors, it’s important for practice leaders to recognize how a plan advisor can help limit exposure.

About Face: Q2 2019 Market Commentary

Many investors have been caught off-guard by the surprisingly strong performance in Q2, especially following last year’s tumultuous fourth quarter.

Prioritizing Physician Health for Personal and Professional Success

Physical health is an essential component to combating physician burnout, and it can have a significant positive effect on mental and emotional wellness.

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.

Six Ways the SECURE Act Could Affect Your Practice Retirement Plan and Staff

An overview of proposed provisions in the Act approved by the U.S. House of Representatives.

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