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.

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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.

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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.

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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.

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Employee Profile: Loren Knaster

June 29, 2021

Our Employee Profile series continues with this installment, featuring Loren Knaster, Partner and Wealth Advisor in our Denver office. We met for a virtual interview to talk about his personal story, including why he bleeds Bronco blue and orange, what his initial career aspirations were, and how his background in both journalism and conflict resolution play into his current role as an advisor.

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Meet the Curi Capital Team: Spotlight on Frances Cronlund, Wealth Planning

May 12, 2021

*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. 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.

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