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Noise and Signal: Q4 2021 Market Commentary
With the rapid rise of the 24-hour news cycle and the increasing influence of social media platforms, one challenge we face today is too much information…
Meet the Curi Capital Team: Spotlight on Joshua Voisine, Regional Director, Atlanta
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…
Educating Children About Money Management Before an Inheritance
Financial education starts at home from an early age, making it critical that parents teach their children about positive financial habits. Parents have the opportunity to lead by example via open communication and encouragement to ensure their children are well prepared to make sound financial decisions before receiving an inheritence.
Meet the Curi Capital Team: Spotlight on Caleb Sanderson, Retirement Plan Solutions
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…
Could a Cash Balance Retirement Plan Be Right for Your Practice?
Cash balance retirement plans are the fastest-growing type of retirement plan in the nation and could serve as an excellent tool for practices to help employees make the most of their money.
Meet the Curi Capital Team: Spotlight on Duncan Gibson, Private Wealth
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 Price is Wrong?: Q3 2021 Market Commentary
My family’s recent trip to the Outer Banks proved a great snapshot of the current economy. To start, what should’ve been a two-hour trip took over…
Are You Leaving Money on the Table? 4 Questions to Consider When Repaying Your Student Loans
Understanding student loan repayment options could help many physicians and medical professionals with significant debt create a payment plan to better suit their individual circumstances and lifestyle. These questions can help get your started.
Meet the Curi Capital Team: Spotlight on Erin Rogers, Associate Advisor
*Erin Rogers was an Associate Advisor at the time of this interview. She was promoted to Wealth Advisor in Oct. 2021. At Curi Capital, it’s…
Meet the Curi Capital Team: Spotlight on Frances Cronlund, Wealth Planning
*Frances Cronlund was Senior Director of Wealth Planning at the time of this interview. She was promoted to Managing Director of Wealth Strategy in Jan. 2022….