News & Knowledge

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…

Half Full: Q3 2020 Market Commentary
Curi Capital’s CIO discusses the risks and realities of investing in 2020—and why he’s choosing to look at the current environment as a glass half full for investors.

Congress Passes $2.1 Trillion CARES Act in Response to the COVID-19 Epidemic
Curi Capital summarizes key takeaways and implications of the act for small business and individuals.

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.