2023

Each quarter, Broadridge Lipper releases its “Best Money Managers” ranking, a comprehensive survey of institutional money managers. While Curran Wealth Management received awards in 10 different categories for the awards quarter ending 6/30/2023, we want to highlight 4 awards in particular.

Each quarter, Zephyr releases its “PSN Top Guns” ranking, an important reference for plan sponsors, investors, and asset managers, showcasing the best performing separate accounts, managed accounts, and managed ETF strategies. While Curran Wealth Management received awards in 9 different categories for the awards quarter ending 6/30/2023, we want to highlight 2 awards in particular.

It’s astonishing to us that more than 10,000 people in the U.S. turn 65 every day, and that number will peak at about 12,000 in the summer of 2024. As we reflect on this fact and think about the future, we can see how this demographic bubble will affect everything from healthcare to the composition of the workforce to the future of Social Security and Medicare. We want to share with you a few thoughts from the recent Investor’s Business Daily article “Baby Boomers Are Hitting Peak 65. What It Means for Retirement Planning.”

Many have noticed that every year, we at Curran Investment Management (CIM) send Annual GIPS composite reports. For you, as our client or prospective investor it may strike you as some sort of regulatory requirement and you may pay little attention to it. However, it may interest you to know that GIPS is voluntary, and many managers do not comply with GIPS.

Not all advisors in the financial services industry act as fiduciary working with their clients. At Curran Wealth Management we are a fiduciary and in our role as RIA (registered investment advisor) always act in such a capacity. So, what exactly is a fiduciary?

Each quarter, Broadridge Lipper releases its “Best Money Managers” ranking, a comprehensive survey of institutional money managers. While Curran Wealth Management received awards in 10 different categories for the awards quarter ending 3/31/2023, we want to highlight 4 awards in particular.

As many of you know, Silicon Valley Bank and Signature Bank have been closed by bank regulators.

There's still time to contribute to your traditional IRA, Roth IRA or SEP IRA until the tax filing deadline of April 18th.

Retirement can often feel like a reward at the end of the finish line. You’ve worked hard for years, saved diligently and now you’re ready to relax, travel or take up some new hobbies. If you have a significant other, it’s important to approach this life transition as a partnership through open communication and honest dialogue.

Fidelity Investments has invited Curran to participate in its Fully Paid Lending Program, Fidelity’s branded securities lending service.

The market is up in January and that is a positive sign. A market decline in January can bode poorly for market returns over the remainder of the year.

It is no surprise that inflation has affected everyone over the past couple of years. The Covid-19 pandemic caused a spike in unemployment rates and business closings while introducing a new way of living in the digital age.

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.

Happy New Year! January happens to be Financial Wellness Month, the perfect time for resolutions geared toward meeting your financial goals!