| Curi Capital

How Women Can Use Compounding to Build Wealth Early in Their Careers

July 14, 2025

Byline Hattie Warner, Wealth Management Associate

Your first decade in the workforce—roughly your early 20s to early 30s—is filled with firsts: your first “real” job, your first steady paycheck, and often, your first serious thoughts about money. It’s an exciting time, but also one that can feel overwhelming. Balancing all these shifts while determining how to start building your financial future isn’t always easy. 

Market Commentary: Fireworks

July 11, 2025

Key Takeaways

Planning for Early Retirement as a Physician

July 2, 2025

Byline Jay Krause, CPFA, Retirement Plan Advisor

Early retirement is becoming a serious goal for more and more physicians. Whether motivated by burnout, a desire for flexibility, or the pursuit of something beyond clinical work, stepping away from medicine in your 40s or 50s—on your own terms—is an increasingly realistic ambition.

Women & Wealth

Where Women Build Wealth with Confidence Hear from members of our advising team why planning specifically for women is not just important, but essential. They discuss the unique financial challenges women often face and the meaningful impact that thoughtful, personalized guidance can have. You’ll hear firsthand why they’re passionate about empowering women to make confident, informed financial decisions.

Market Commentary: Calm Amid Chaos

June 18, 2025

Key Takeaways

Building Financial Partnership: Supporting Shared Wealth and Financial Empowerment for Women

June 17, 2025

Byline Kristen Roder, CPWA®, CFP®, V.P., Relationship Manager, Family Office Services

Financial empowerment thrives in relationships built on trust, transparency, and shared goals. While women are already leading and shaping financial decisions in many households, some families still face gaps in communication or involvement—often not from intent, but from habit or inherited roles. Research shows that money remains one of the most common sources of stress in relationships, often rooted in a lack of mutual understanding.1

Laying the Groundwork for Long-Term Security Through Insurance

June 17, 2025

Byline Henry Burke, CRPC™, Lead Advisor

While growing your career, building wealth, supporting your family, your attention is often focused on earning more, saving consistently, and investing wisely. Growth is important, but having a clear plan to protect your wealth is just as paramount. Many individuals think of insurance as a necessary expense or something to "deal with later."

Young female physician in a hospital smiling at camera

Building a Tax-Efficient Investment Portfolio

June 17, 2025

Subtitle Smart strategies for high-income earners to keep more of what they earn

Byline Ian Doll, CFP®, Partner, Wealth Advisor

Physicians face a unique financial landscape. After years of education and training, they often begin their careers later than other professionals—carrying significant student loan debt but quickly earning high incomes. This places them among the most heavily taxed professionals, and many lose more than necessary to taxes simply due to lack of proactive investment planning. 

From Paycheck to Payoff: How Working Longer Can Build Wealth

May 15, 2025

Byline Jenn Shepard, CFA®, CPWA®, CFP®, V.P., Senior Wealth Advisor,

Did you know the fastest growing age group in the U.S. workforce is workers over 65 years old?1 As a wealth advisor, I’ve had many conversations with clients who are approaching retirement and wondering if stepping away from work is the right move—or if continuing to work just a little longer might offer some important advantages.

Balancing Caregiving Without Losing Financial Ground

May 15, 2025

Byline Belén Ryan, CPFA, Operations Manager

Women account for nearly 60% of Americans providing unpaid eldercare, stepping in to care for aging parents, spouses, or family members in need.1 It’s a responsibility that often arises unexpectedly. While caregiving can be a deeply meaningful experience, it also comes with significant financial trade-offs. 

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