News & Knowledge
The Importance of ERISA Plan Administrators
It’s not uncommon for Defined Contribution (DC) plan fiduciaries to be confused about the responsibilities of their retirement plan administrator. However, if you serve in a fiduciary role for your…
Nowhere to Hide: Q2 2022 Market Commentary
Bond investors may be in for an unwelcome surprise when they open their first quarter portfolio statements. Bonds were not the haven they’ve been in the…
‘Tis the Season: 2022 Market Outlook
The time has come for investment professionals to offer their forecasts for the year ahead. The following three predictions have been somewhat repetitive for the last…
Meet the Curi Capital Team: Spotlight on Barrett Knowles, Wealth Investment Operations Specialist
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…
Meet the Curi Capital Team: Spotlight on Margaret Hart, Associate Advisor
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…
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…
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…
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…
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….