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Meet the Curi Capital Team: Spotlight on David Arthur, Senior Director of Wealth Management
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 through a wide range of financial services and solutions—and we’d love for you to meet them.
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….