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Yours, Mine and Ours? When Couples Navigate Money Discussions

When you and your partner start to map out common financial goals, your relationship enters a new territory—the money talk. Your goals may start out short-term…
Company News | Wealth Management

Meet the Curi Capital Team: Spotlight on Beth Dalton, Chief Compliance Officer

This month, we sat down with Beth Dalton, Chief Compliance Officer, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution…
Wealth Management

10 Steps to Take 10 Years Before Retirement

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Company News | Wealth Management

Meet the Curi Capital Team: Spotlight on John Day, Managing Director of Equities

This month, we sat down with John Day, Managing Director of Equities, to discuss the evolution of the industry and his career, shift to the Curi…
Market Commentary | Wealth Management

The Waypoint: Q3 2022 Market Commentary

Navigators use waypoints to ensure they’re on the correct path. While a flight path may look like a straight line on a map, it’s actually a…
Company News | Wealth Management

Meet the Curi Capital Team: Spotlight on Colin Kelly, Managing Director of Equities

This month, we sat down with Colin Kelly, Managing Director of Equities, to discuss his transition to the Curi Capital team following the KDI acquisition, the…
Market Commentary | Wealth Management

It’s Actually Not Breaking News: May 2022 Market Flash

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…
Company News | Wealth Management

Meet the Curi Capital Team: Spotlight on Jon Autry, Director of Private Investments

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…
Practice Management | Wealth Management

Exploring Business Owner Exit Strategies for Physicians

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.
Market Commentary | Wealth Management

Nowhere to Hide: Q2 2022 Market Commentary

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%.
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