Data-driven, human-inspired business solutions that help you protect, optimize, and grow your practice with confidence.
A business intelligence tool that pulls your data from disparate sources, including social media, to provide total practice insight. Learn More
Valued advice from a team with deep practice operations, risk management, and health policy expertise. Learn More
Financial advice and solutions that help you build true wealth, however you define it.
Comprehensive wealth advisory services designed to help you take control of your financial life. Learn More
401(k), 403(b), pension, and non-qualified plan consulting to help your organization take the first steps toward a secure retirement. Learn More
Private strategies not available to the retail investor, critical for diversification in today’s changing investment landscape. Learn More
Proactive solutions that protect you, your practice, and your family.
Comprehensive and traditional MPL coverage, created for physicians by physicians. Learn More
Creative and customizable non-traditional insurance approaches along the risk continuum. Learn More
In a book well-suited for current times, “Anxious Kids, Anxious Parents,” there is a chapter titled, “It’s Actually Not Breaking News.” The authors inform readers one…
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…
With the pressures on private practices showing no signs of letting up, it’s essential that physicians understand their options for exiting practice ownership—and the financial implications of each.
Bond investors may be in for an unwelcome surprise when they open their first quarter portfolio statements. Bonds were not the haven they’ve been in the past and declined just as much, if not more, than stocks. Looking at major indices, the Bloomberg Aggregate Bond Index was down -5.9% while the S&P 500 Index was down -4.6%.
How to approach reviewing your finances and budget when preparing for first-time parenthood.
The waiting is over. After weeks of wondering whether Russia will invade Ukraine, we have our answer. Russia invaded Ukraine overnight in what’s been called, “the…
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…