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A Message From Curi Capital’s CEO

The most successful financial plans maximize outcomes by investing in high-quality, diversified portfolios that reap the long-term benefits of growth, innovation, economic productivity, and global capital markets. To help you make the most of your investments, we have identified four key themes to keep in mind as we reopen our country.

Estate Planning for Your Retirement Accounts: Five Recommendations for Getting It Right

An estaste plan is not complete until you take a close look at retirement accounts to identify the appropriate designated beneficiaries, take steps to instate additional protections, and proactively allocate charitable funds.

Finding Joy: An Interview With Emergency Physician Damian McHugh

Curi sat down with Dr. McHugh to explore how finding joy, purpose, and gratitude has helped him face the COVID-19 pandemic.

Physician Well-Being During the COVID-19 Crisis, Part 4: Four Ways to Increase Your Sense of Connection

For physicians and healthcare professionals who are experiencing the extreme isolation associated with the COVID-19 pandemic, establishing connections is a critical component of maintaining mental well-being.

Physician Well-Being During the COVID-19 Crisis, Part 3: Employee Engagement

Practice leaders have a unique opportunity to leverage their organization’s culture and values to maintain employee engagement during this difficult time.

Physician Well-Being During the COVID-19 Crisis, Part 2: Finding Joy in Work

Cultivating a sense of purpose, meaning, and fulfillment can help healthcare professionals maintain personal and professional well-being in times of crisis. This article provides tips for both healthcare professionals and practice leaders to generate a greater sense of joy in work.

Physician Well-Being During the COVID-19 Crisis, Part 1: An Introduction

Curi introduces a series of articles with actionable advice to improve both professional and personal well-being among physicians and medical staff.

Choose Your Own Adventure: Q1 2020 Market Commentary

Curi Capital explores multiple investment strategies during a time of market volatility.

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Economic Injury Disaster vs. Paycheck Protection Plan Loans During COVID-19: Exploring What’s Best for Your Practice

Our SVP of Finance summarizes these two loan types, made more widely available to businesses through the recent passage of the CARES Act.

Understanding the Retirement Plan Provisions of the Federal CARES Act

Curi Capital summarizes key implications of the act for retirement plans and plan participants.

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