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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…
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…
Maximum Pain: Q4 2022 Market Commentary
The third quarter was another volatile quarter for markets as central banks around the world continued hiking interest rates to get high inflation under control. The S&P 500 rallied 17.7%…
10 Steps to Take 10 Years Before Retirement
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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…