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1Q 2021 Quarterly Letter

In the past two quarters, I have observed the behavior of both the market and investors, and it reminded me of a study conducted in the 1960s. You may have heard about what’s become known over the years as “the marshmallow test,” conducted at Stanford University starting back in 1960 to study when the control of deferred gratification develops in children

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Embracing Change - A Message from Tom Curran

When I started Curran, I had a vision of what we wanted to accomplish in terms of providing the most comprehensive level of investment and wealth management for our clients. This message is for all of my clients, the new and the old. I am determined to uphold the Curran Defining Quality standard for all of you.

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Benefits from the Great Bull Run

Lately I have been wondering how many people have reaped benefits from the Great Bull Market that began in 2009. My sense is not very many. Yes, everyone owning stocks since 2009 certainly should have enjoyed outsized gains in their investments. But have they really benefited as much as they should have or could have?

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HIPPO Tax Services - The Year-Round Approach to Taxes

Why dedicate a “season” to taxes when they should be monitored year-round? At HIPPO Tax Services, service is year round not seasonal. Whether you are interested in solely tax services or aligning your investments with a tax strategy, HIPPO is here to help.

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Don't Miss Out on Year-End Tax Planning

While many of us may not want to look back on 2020, this year has opened up a number of possibilities when it comes to planning for your taxes. Congress passed several extensive laws to benefit individuals and businesses that have suffered hardship due to the Coronavirus.

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Inside Investment Management

Curran invests in a limited number of great companies, creating a portfolio of between twenty and twenty-five extremely strong positions. Instead of investing in an endless galaxy of companies, we prefer to invest in the best.

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3Q20 Quarterly Letter

I have been pondering over the content for my 3rd quarter letter for the past few weeks. While I ponder, I am being asked about investing during the period immediately before and following the Presidential election.

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Inside HIPPO Tax

We are excited to announce our first YouTube video Inside HIPPO Tax has been posted through our Inside Curran series on our YouTube channel “Curran LLC.” We believe that taxes are an integral part of an overall financial plan.

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Curran Connections: Youtube

We are happy to announce that Curran will begin using YouTube as a more engaging way to connect with our clients and friends. Finding new ways to engage with our clients is continuously at the forefront of our minds.

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