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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.

Meet the Curi Capital Team: Spotlight on Joe Dillon, Retirement Plan Solutions

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…

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…

OB/GYN Claims Study: High Risk Diabetic Patient

Details on how physicians’ failure to properly coordinate and document patient care resulted in fetal death, and ways to avoid a similar outcome.

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…

GI Claims Case Study:  Failure to Follow Up With Recommended Treatment

Details on how a physician’s failure to follow up with the recommended treatment plan for a patient resulted in their untimely death, and ways to avoid a similar situation.

Finding Joy: An Interview With Avance Care’s Chief Medical Officer, Joanne Fruth

Curi sat down with Dr. Fruth to discuss how her organization responded to the COVID-19 pandemic and where she finds joy during this difficult time.

Annual Retirement Plan Audit: 11 Common Concerns From an Auditor’s Perspective

Does your organization’s plan require an annual audit? Review the issues that may lead to litigation and regulatory breach exposure for retirement plan fiduciaries.

The 4 Things You Can Do Right Now to Kickstart a Healthy Spending Plan

Learn how to build a sustainable and effective budget that focuses on your personal goals and lifestyle in the new year.

GI Claims Study:  Infection Control—Improper Reprocessing of Colonoscope 

Details on how a physician’s failure to properly clean and sterilize colonoscopy equipment resulted in a patient’s potential exposure to infection.

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