COVID-19 Latest Updates and Resources

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

Understanding the Retirement Plan Provisions of the Federal CARES Act

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

Congress Passes $2.1 Trillion CARES Act in Response to the COVID-19 Epidemic

Curi Capital summarizes key takeaways and implications of the act for small business and individuals.

COVID-19: The Latest News & Resources

Curi’s resources to help physicians and their practices prepare for Coronavirus spread, including comprehensive telehealth and disaster planning guidance.

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.

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.

How Physicians Can Overcome Financial Instability

When physicians take time to fully understand their finances and create actionable plans for increased stability, they are able to alleviate many of the associated fears and challenges and ultimately reach a place of financial wellness.

Steady As She Goes: Curi Capital’s Q3 2019 Market Commentary

The factors driving the market (and our outlook) remain consistent from last quarter despite some surprising headlines.

Four Key Questions for Back-to-[Saving-for]-School Season

The importance of understanding your full financial picture before setting up any savings or investment programs for your family.

How to Develop and Implement Drug-Free Workplace Policies

Effective workplace drug policies can reduce the risk of substance abuse among healthcare professionals while establishing a safe and healthy environment for employees and patients.

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