facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
%POST_TITLE% Thumbnail

Curran Receives Numerous PSN Informa Top Gun Designations

Curran Investment Management (CIM) has been awarded a PSN Top Guns distinction for their Curran Core Growth Equity strategy by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers for the period ending June 30th, 2021.

Read More
%POST_TITLE% Thumbnail

Chart Your Course - An Excerpt from my Upcoming Book

As some of you know I have been working on a book project. Like many things in life the process and effort has proven to be more time consuming than I would have imagined. Hopefully the book will be completed soon. I estimate it will be available in the next nine months. The publisher is Advantage/Forbes Books.

Read More
%POST_TITLE% Thumbnail

Planning for Potential Tax Changes

While none of these tax changes have been put into place yet, it is important to start planning for what could become law. Here are some items to keep an eye on and some planning opportunities to consider.

Read More
%POST_TITLE% Thumbnail

The 3 Stages of Retirement

One of the most common misconceptions about retirement is that retirement is one “single event.” What many people may not understand is that retirement, just like work-life balance, has stages. Although retirement may be unique to each person, it generally passes through three stages: 1. active retirement 2. winding down retirement and 3. inactive retirement.

Read More
%POST_TITLE% Thumbnail

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

Read More