COVID-19 Latest Updates and Resources

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

WEBINAR: How Addressing Racial Health Disparities Can Help Providers Improve Care Delivery

Curi webinar explores how inequities within the healthcare system negatively affect people of color, and how medical professionals and practice leaders can address these disparities through meaningful action.

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…

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…

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.

COVID-19 “Collateral Damage” Claims and How to Avoid Them

As practice conditions continue to evolve during the pandemic, unchaperoned patients and changes in how providers interact with caregivers have contributed to increased incidents of falls and difficulty following treatment plans.

How Presidential Candidates’ Healthcare Proposals May Affect Your Practice

With early voting already in full swing, understanding the key differences between each candidates’ health policy proposals is important when making a decision that’s right for you, your patients, and your practice.

HR|Experts Guidance: Families First Coronavirus Response Act (FFCRA) Updates

Our On-Call human resources consultant provides information on recent changes to the FFCRA.

Half Full: Q3 2020 Market Commentary

Curi Capital’s CIO discusses the risks and realities of investing in 2020—and why he’s choosing to look at the current environment as a glass half full for investors.

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