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Staying the Course Amidst a “Circuit Breaker” — Coronavirus, Oil, and Market Volatility

This Market Flash report outlines what we currently know about market volatility associated with the COVID-19 spread, oil production increase, and other transient factors, alongside actions that investors should consider in the face of continued uncertainty.

Market Flash: Coronavirus

While the latest news regarding the potential spread of the Coronavirus throughout the U.S. has caused market volatility, industry experts expect the long-term impact to be minimal.

Preventing Physician Liability for Opioid Prescribing in the Wake of Potentially Damaging New Legal Precedent

Recent opioid-related lawsuits have developed to include unnamed physicians, leaving doctors across the nation vulnerable to major liability.

What Matters Most: Curi Capital’s Q4 2019 Market Commentary

Using insight from 2019, investors need to zero-in on the events that can truly impact their investments without getting distracted by things that simply don’t matter.

How Competency Models Give Practice Employees the Tools to Succeed

Identifying a specific set of employee competencies that complement practice culture can help build a model for organizational success.

SECURE Act Changes the Game for American Retirement Planning

Understanding the implications of recent financial legislation and its impact on your 2020 financial plan.

8-Point Checklist for Year-End Financial Planning

This checklist of common year-end “action items” is a useful guide to help determine where you are in your financial plan and how you should proceed to make the most of the coming year.

What Plan Sponsors Need to Know About the Final IRS Hardship Distribution Regulations

A summary of the changes related to hardship distributions along with the mandatory and optional rules that retirement plan sponsors need to implement.

Implications of the IRS’ Expanded Self-Correction Program Under EPCRS

The expansion brings about a welcome change for plan sponsors, as the prior alternative required the IRS be notified and provide approval for the correction.

Key Learnings from Prominent Retirement Plan Class Action Lawsuits in Q3

A review of three cases that point back to the importance of regularly assessing the service providers for your organization’s retirement plan.

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