| Curi Capital

December 15, 2021

Byline James Rosselle, CPFA, QPA, QKA, S.V.P., Director of Retirement Plan Solutions

As a small business owner, you may want to offer your employees (and yourself) a vehicle for retirement savings but don’t know where to start. You may have heard that retirement plans are too expensive for small businesses; perhaps you don’t have the HR team you feel is necessary to handle it, and if you do start one, you worry that you will be a small fish in a big sea. These are common concerns shared by many small business owners. 

Employee Profile: Dan Matola

December 15, 2021

Byline Olivia Thoelke, Marketing Associate

Our Employee Profile series continues with this installment, featuring Dan Matola, CFA, Partner and Senior Relationship Manager of Family Office Services (FOS) in our Milwaukee office. We met for a virtual interview to talk about his personal story, including being a Milwaukee native and longtime sports fan, his twenty-year career in client relationship management, and how building trust and problem-solving are key components of his role. 

Group of people looking at a laptop while sitting on a couch

‘Tis the Season for Giving: Five Ways to Make the Most of Your Annual Financial Donations

December 9, 2021

Byline Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

November and December are popular months for many individuals to express gratitude and community support through philanthropic donations. While the holiday season is often marked by generosity and unity, it is also advantageous for financial gift-giving from a practical perspective. During these months, donors have a comprehensive view of their financial health throughout the year and can make financial decisions that benefit both the recipient and the benefactor through philanthropic contributions and subsequent tax deductions.

Meet the Curi Capital Team: Spotlight on Margaret Hart, Associate Advisor

November 29, 2021

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. Each month, we will engage a different member of the Curi Capital team to learn more about their experiences, their insights, and their perspectives, while providing an opportunity for you to get to know them on a more personal level.

Meet the Curi Capital Team: Spotlight on Caleb Sanderson, Retirement Plan Solutions

September 23, 2021

Meet the Curi Capital Team: Spotlight on Duncan Gibson, Private Wealth

August 5, 2021

Post-Pandemic Recovery: Build Back Better Plan & Potential Tax Implications

June 29, 2021

Byline Ann Guntli, CFA, Portfolio Manager

The past 15 months have brought many surprises and challenges. In response, the federal government provided exceptional financial support for the U.S. economy with trillions of dollars in aid and stimulus that was distributed to American businesses and households. While this stimulus helped many, it also has longer-term consequences for the economy as it relates to the ballooning federal debt, the potential for higher inflation, and the impact on monetary policy, including interest rates.

Investing Trends: Meme Stocks, Digital Assets, and SPACs

June 29, 2021

Byline Haris Khan, Analyst

In an unparalleled year of disruption and shutdowns, distinct investing trends emerged amid the global pandemic. Three of note are the rise of retail investing and meme stocks, digital assets’ entrance into the mainstream, and the resurgence of SPACs. Fads in investing come and go, from the Nifty Fifty in the 1960s and 1970s to the dotcom stocks of the late 1990s. So, what brought about the trends of today? The backdrop was one of unprecedented stimulus, changes in technology and market accessibility, and behavioral shifts during the pandemic.

The Global Economic Recovery Gains Traction

June 29, 2021

Early March marked one year since the World Health Organization’s declaration of the COVID-19 pandemic. Now, the economy is recovering as vaccine distributions have exceeded expectations thus far for the year. At the end of May, about 41% of the U.S. population had received both doses of the COVID-19 vaccine, and over 50% had received at least one. Other key drivers in the progression of the U.S. economic recovery are the proposed fiscal and monetary policy plans from President Biden that were announced in the first quarter.

How Low Interest Rates Impact Your Insurance Coverage

June 29, 2021

Byline Seth Davis, CFP®, Partner, Managing Director of Wealth Management

One of the singular benefits of COVID-19 may well be the incredibly low interest rates that have allowed millions of Americans to purchase or refinance a home—saving consumers hundreds or thousands of dollars a year. While these low rates are advantageous to consumers in many ways, insurance companies, which provide the safety net we rely on for health, life, home, auto, and other types of protection, see a large negative impact. These businesses are required to invest most of the premium dollars they receive in high-quality bonds.

Subscribe to