Curi Capital

We’re now Curi Capital.  Earlier this week, we officially adopted a simplified name that reflects who we are today: a unified, focused firm following the merger of our two legacy organizations in January 2024. While the name has changed, everything else stays the same—our team, our commitment to you, and the high level of service you’ve come to expect.  Adopting the Curi Capital name marks an exciting step forward as we continue to grow and evolve our firm to better serve the families who entrust us with their financial wellness. Thanks for joining us in this journey!

Missed our recent webinar on the One Big Beautiful Bill Act of 2025 or want to revisit the discussion? The full recording is now available. We unpacked the major components of the legislation, explored its potential impact on the economy and investment landscape, and answered audience questions live. Watch the recording here: https://lnkd.in/ggqJWJHt #OneBigBeautifulBill #PolicyImpact #MarketInsights

The One Big Beautiful Bill (OBBB) was passed on July 3, 2025, and signed into law on July 4, 2025. This major piece of legislation carries significant fiscal implications and potential market impacts. Key takeaways include: - The CBO (Congressional Budget Office) estimates OBBB will add $3.3 trillion to the federal deficit over the next decade. - OBBB raises the federal debt limit, offering time to address long-term debt sustainability. - Key provisions include extending the Tax Cuts and Jobs Act (TCJA), cutting taxes on tips and Social Security, and reducing Medicaid spending. - Medicaid cuts are the largest offset, expected to reduce costs by nearly $1 trillion, with major impacts starting around 2028. - Tariff revenues, potentially exceeding $200 billion annually, may offset nearly half the cost of extending TCJA provisions. - Longer-term bond yields and credit spreads rose on fiscal concerns, reflecting market caution. - Fixed income markets remain a critical lens on today’s deficit-driven policy mix. - We believe investors should prepare for a wide range of outcomes and explore diversified portfolio strategies. To explore our full analysis and access downloadable resources, visit our News and Insights page: https://lnkd.in/gqa6Zdtg We also invite you to attend our webinar on the bill’s market impact and investment implications tomorrow, July 29th at 1pm CT. Register here: https://lnkd.in/gdXyDKR8

There’s still time to register for our upcoming webinar on the One Big Beautiful Bill Act of 2025. We’ll cover the major components of the legislation, what they mean for the economy and investment landscape, and answer your questions live. Register here to join the discussion: https://lnkd.in/gdXyDKR8

Our latest article shares five essential strategies that help early-career women harness the power of compound interest—starting now. From saving early to owning your investment potential, these tips are designed to empower women in the early stages of their careers. Read the full article to discover how these strategies can help you grow your wealth over time. https://lnkd.in/g5eWCgFs

We’re honored to be ranked #57 on Financial Advisor Magazine’s 2025 RIA Ranking list! This recognition places Curi Capital among the top independent Registered Investment Advisory firms in the country—an achievement that reflects the trust of our clients and the dedication of our team. We believe this recognition reflects our commitment to building meaningful relationships and delivering thoughtful advice, personalized service and enduring value for the individuals and families we serve. Thank you to our clients, colleagues, and partners for helping make this milestone possible. Read more at https://lnkd.in/gqJZedrW.

Despite a 20% drawdown to start the quarter, U.S. large-cap stocks, as measured by the S&P 500 Index, ended June up 10.9%, and closed the quarter at a new record high. The rally in U.S. equities no longer appears to be driven solely by the Magnificent Seven, as gains among U.S. large-cap stocks have broadened, pushing the market to new highs. Year-to-date, the S&P 500 has outperformed the Bloomberg Magnificent 7 Index (Apple, Alphabet, Amazon, Microsoft, Meta, Nvidia, and Tesla) by 5%, with the former gaining 6% year-to-date and the latter ending the first six months of 2025 up 2%. Read more in our latest Market Commentary. https://lnkd.in/gQ8MFpNZ

Early retirement isn’t about abandoning medicine—it’s about creating more options. For physicians, achieving early retirement requires clarity, discipline, and proactive financial planning. Here are six considerations for anyone considering stepping away from their practice on their own timeline and terms. https://lnkd.in/grAgZuFs

Women often start their careers earning less than men, even with similar education and experience. One powerful way to help close this savings gap is by harnessing the benefits of compound interest. Senior Wealth Management Associate Hattie Warner offers insights on how women early in their careers can make the most of compounding to build long-term wealth in our recent article. https://lnkd.in/g5eWCgFs #WomenAndWealth #FinancialLiteracy #WealthManagement #CareerDevelopment 

Early retirement is becoming a serious goal for more and more physicians, but turning that goal into reality requires a disciplined approach to finances and lifestyle planning. Jay Krause, CPFA, Retirement Plan Advisor, shares insights to help physicians save with purpose, and think creatively about how you want your future to look. https://lnkd.in/grAgZuFs