2026

We are committed to managing the financial affairs of our clients expertly and confidentially, and as such, on an annual basis we provide, or offer to provide, certain information to you about CIM, LLC (d/b/a Curran Wealth Management and d/b/a Curran Investment Management).

Each quarter, Broadridge Lipper releases its “Best Money Managers” ranking, a comprehensive survey of institutional money managers. While Curran Wealth Management received 17 awards in different categories for the awards quarter ending 12/31/2025, we want to highlight 2 awards in particular.

“The stock market is designed to transfer money from the active to the patient.” - Warren Buffett. Why we are underperforming in Core Growth. Do we own the right companies? It seems so.

There's still time to contribute to your traditional IRA, Roth IRA or SEP IRA until the tax filing deadline of April 15th.

Is the cap-weighted S&P 500 Total Return Index getting to be too concentrated for some investors? Maybe! Should a fiduciary be concerned? Probably!