COVID-19 Latest Updates and Resources

Prescribing a richer life for you, your family, and your future.

Webinar: Myths and Risks for Women and Money

Curi Capital webinar exploring the myths and risks for women and money, addressing the questions you should be asking about your finances.

Could a Cash Balance Retirement Plan Be Right for Your Practice?

Cash balance retirement plans are the fastest-growing type of retirement plan in the nation and could serve as an excellent tool for practices to help employees make the most of their money.

Meet the Curi Capital Team: Spotlight on Duncan Gibson, Private Wealth

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…

The Price is Wrong?: Q3 2021 Market Commentary

My family’s recent trip to the Outer Banks proved a great snapshot of the current economy. To start, what should’ve been a two-hour trip took over…

Are You Leaving Money on the Table? 4 Questions to Consider When Repaying Your Student Loans

Understanding student loan repayment options could help many physicians and medical professionals with significant debt create a payment plan to better suit their individual circumstances and lifestyle. These questions can help get your started.

Meet the Curi Capital Team: Spotlight on Erin Rogers, Associate Advisor

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…

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

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…

Webinar: Creating an Inclusive Workplace in Healthcare

Curi webinar on diversity, equity, and inclusion explores the ways unconscious bias can affect the workplace.

Lead With Purpose—Building a Thriving Practice Starts at the Top

How discovering and developing leaders’ unique strengths can help create a thriving practice culture.

Party Like It’s 1999?: Q2 2021 Market Commentary

In February 1999, I made a bet with a friend employed at an internet startup that whatever five internet stocks he picked would be down in…

1 2 3 7

Curious to read more?

Get expert insights and curated content delivered right to your inbox.

SUBSCRIBE