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Wealth Management

Annual Retirement Plan Audit: 11 Common Concerns From an Auditor’s Perspective

Does your organization’s plan require an annual audit? Review the issues that may lead to litigation and regulatory breach exposure for retirement plan fiduciaries.

Wealth Management

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.
Wealth Management

Understanding the Implications of Working With Multiple Investment Advisors

Curi Capital explores three important factors to consider when coordinating multiple investment relationships.
Wealth Management

Estate Planning for Your Retirement Accounts: Five Recommendations for Getting It Right

An estate plan is not complete until you take a close look at retirement accounts to identify the appropriate designated beneficiaries, take steps to instate additional protections, and proactively allocate charitable funds.

COVID-19 | Health Policy | Wealth Management

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 | Market Commentary | Wealth Management

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.
COVID-19 | Market Commentary | Wealth Management

Market Flash: Coronavirus

While the latest news regarding the potential spread of the Coronavirus throughout the U.S. has caused market volatility, industry experts expect the long-term impact to be minimal.
Health Policy | Wealth Management

SECURE Act Changes the Game for American Retirement Planning

Understanding the implications of recent financial legislation and its impact on your 2020 financial plan.
Wealth Management

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.
Wealth Management

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.
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