News & Knowledge
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…
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….
Party Like It’s 1999?: Q2 2021 Market Commentary
In February 1999, I made a bet with a friend employed at an internet startup that whatever five internet stocks he picked would be down in…
Meet the Curi Capital Team: Spotlight on Cameron Rosenow, 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 necessary to…
6 Common Financial Concerns for Physicians
The financial needs of physicians present unique challenges uncommon to industries outside of healthcare. From alienating cultural perceptions, to the high level of personal and professional risk, we’ve identified what we believe are the top six financial concerns for physicians.
Power to the People? February 2021 Market Commentary
Chances are you’ve heard about GameStop recently. Every family member and friend I spoke to over the past week had the same questions: What’s going on…
Sunnier Days Ahead: Q1 2021 Market Commentary
As we leave behind an unforgettable year and the shocking events on January 6, 2021, it’s time to look ahead at the promise of the new…
Four Key Questions for Back-to-[Saving-for]-School Season
The importance of understanding your full financial picture before setting up any savings or investment programs for your family.