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

‘Tis the Season: 2022 Market Outlook

The time has come for investment professionals to offer their forecasts for the year ahead. The following three predictions have been somewhat repetitive for the last…

Q&A With Curi’s Director of Business Development in the Southwest Region 

Patrick Flanagan talks about how his experience has prepared him to bring Curi’s offerings and insurance solutions to physicians nationwide.  

Meet the Curi Capital Team: Spotlight on Barrett Knowles, Wealth Investment Operations Specialist

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…

‘Tis the Season for Giving: Five Ways to Make the Most of Your Annual Financial Donations

By understanding the different ways to provide philanthropic financial contributions, donors can make the most of the gift for their own bottom line.

Meet the Curi Capital Team: Spotlight on Margaret Hart, 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…

Noise and Signal: Q4 2021 Market Commentary

With the rapid rise of the 24-hour news cycle and the increasing influence of social media platforms, one challenge we face today is too much information…

Meet the Curi Capital Team: Spotlight on Joshua Voisine, Regional Director, Atlanta

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…

Educating Children About Money Management Before an Inheritance

Financial education starts at home from an early age, making it critical that parents teach their children about positive financial habits. Parents have the opportunity to lead by example via open communication and encouragement to ensure their children are well prepared to make sound financial decisions before receiving an inheritence.

Meet the Curi Capital Team: Spotlight on Caleb Sanderson, 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 to help…

Change and Transition: Guiding Your Employees Through the Journey

Our on-call human resources consultant provides information on how to help employees navigate change through effective education, cooperation, and communication.

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