Giving with Purpose: How Women Are Shaping the Future of Philanthropy
September 15, 2025
Byline Margot Bunn, CFP®, V.P., Relationship Manager, Family Office Services Kristen Roder, CPWA®, CFP®, V.P., Relationship Manager, Family Office Services
Key Takeaways Women now control more than half of U.S.
A Doctor’s Dilemma: Pay Off Student Loans Early or Invest?
August 13, 2025
Byline Loren Knaster, CFA®, CFP®, Partner, Senior Wealth Manager
As a physician, you've spent years investing in your education and training. Now, you're finally earning a strong income, but you’re also likely facing substantial student loan debt. A common question we hear from early-career physicians in this position is: “Should I pay off my student loans early or invest my excess income?”
Jenn Shepard Profiled in North Shore Money
August 4, 2025
Jenn Shepard, CFA®, CPWA®, CDFA®, CFP®, V.P. and senior wealth advisor in Curi Capital's Chicago North Shore office, was profiled in the North Shore Money issue of Sheridan Road Magazine. “Too often, people feel constrained by their wealth and the fear that a poor decision will lead to negative outcomes. I want to change the dynamic to put my clients in control and let them own the path of their financial destiny," Jenn says in the article.
Connor Hartzell, Wealth Management Associate
Education: Indiana University, BA in Public Financial Management
Previous Experience: Northwestern Mutual, College Financial Representative
Connor joined the Curi Capital team in 2025 as a Wealth Management Associate in our St. Joseph, MI office. He brings foundational experience from Northwestern Mutual and is driven to deepen his dedica
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.
Matthew Talowski, Wealth Management Associate
Education: University of Illinois Urbana-Champaign
Matt Talowski is a wealth management associate based in the Chicago Western Suburbs office. He assists the advisory team with financial planning and client-service-oriented tasks. Matt joined the t
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.