Curi Blog

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...

18 Apr

Wealth Management

The Importance of Asset Protection for Physicians

Recently our teenage daughter achieved one modern milestone of autonomy– she...

30 Mar

Wealth Management, Market Commentary

BankAid: March 2023 Market Flash

2022 was tough for investors given the historically bad year in bonds and...

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...

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...

24 Jan

Wealth Management

Understanding Workplace Savings

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

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...

17 Oct

Wealth Management

The Importance of ERISA Plan Administrators

It’s not uncommon for Defined Contribution (DC) plan fiduciaries to be confused...

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...

21 Apr

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