XS
SM
MD
LG
XL

MOST RECENT

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…

The Importance of Asset Protection for Physicians

Recently our teenage daughter achieved one modern milestone of autonomy– she passed her driver’s license test. While a first-edition license is one hallmark of independence, it’s also the gateway to…

BankAid: March 2023 Market Flash

2022 was tough for investors given the historically bad year in bonds and significant drawdown in stocks. We expected a calmer year for markets entering 2023 and the year was…

Meet the Curi Capital Team: Spotlight on Shannon Brown, Investment Operations 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…

Meet the Curi Capital Team: Spotlight on Sheldon Fox, Senior Director, Family Office Services

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…

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…

Curious to read more?

The new Curi Blog has launched, subscribe to get expert insights delivered right to your inbox.

VISIT THE BLOG

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.