• Curi Blog Welcome

    Welcome to the Curi Blog

    Ideas and observations from our in-house experts

  • Curi Blog

    Is your data safe?

    Given the growing threat of cyberattacks, practices need to be ready. 

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  • Curi Blog

    Is a cash balance retirement plan right for you?

    It’s important for organizations and individuals to learn more about all their options.

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Wealth Management, Market Commentary

Why Isn’t the Market Going Down?: Q2 2023 Market Commentary

  Mark Paccione reflects on recent changes to the market, and what we expect to...
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18 Apr
Wealth Management

The Importance of Asset Protection for Physicians

Recently our teenage daughter achieved one modern milestone of autonomy– she...
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30 Mar
Wealth Management, Market Commentary

BankAid: March 2023 Market Flash

  2022 was tough for investors given the historically bad year in bonds and...
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22 Mar
Wealth Management

Taking a Niche Approach to Wealth Management

The wealth management industry is big, and it’s easy to see why. According to...
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22 Feb
Wealth Management, Market Commentary

The Great Reset: 2023 Market Outlook

“You don’t find out who’s been swimming naked until the tide goes out” – Warren...
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24 Jan
Wealth Management

Understanding Workplace Savings

The phrase "workplace savings" doesn't mean much to most people. If pressed,...
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31 Oct
Wealth Management

Yours, Mine and Ours? When Couples Navigate Money Discussions

When you and your partner start to map out common financial goals, your...
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17 Oct
Wealth Management

The Importance of ERISA Plan Administrators

It’s not uncommon for Defined Contribution (DC) plan fiduciaries to be confused...
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28 Jul
Wealth Management, Practice Management

Exploring Business Owner Exit Strategies for Physicians

With the pressures on private practices showing no signs of letting up, it’s...
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21 Apr