News & Knowledge Wealth ManagementOctober 9, 2023February 13, 2024 FAST FACTS: “Catching Up” on Your Retirement Savings By: Curi Editorial Team < 1 Minute Read Click to Download Curi Editorial Team READ NEXT March 20, 2023April 6, 2023Company News | Wealth Management Meet the Curi Capital Team: Spotlight on Shannon Brown, Investment Operations Analyst 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… Read more February 2, 2023April 6, 2023Company News | Wealth Management Meet the Curi Capital Team: Spotlight on Sheldon Fox, Senior Director, Family Office Services 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… Read more December 1, 2022April 6, 2023Wealth Management Breaking Down DOL Brokerage Window Guidance and Cryptocurrency Accounts WHAT’S HAPPENING? Recently, the U.S. Labor Department issued new 2022 guidance regarding 401(k) retirement plans that offer, or are considering offering, investments in cryptocurrency and/or self-directed… Read more