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Welcome to the Curi Blog

Ideas and observations from our in-house experts
wealth management

Early Career Planning for Lifelong Financial Wellness

There are several basic concepts that a new investor should keep in mind when starting out
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Analytics

Gut-Feelings and Analytics

You can create plans to take action and truly optimize your practice to run at peak efficiency.

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Dr and patient

The Calling

Underneath it all, there remains a greater purpose that drives us, that makes it all worthwhile – the calling to be a Doctor
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Posts by: Sheldon Fox, CFP®, Partner, Senior Wealth Manager

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