At Curran we operate under 3 primary pillars: Wealth management, investment management and comprehensive tax services. However, did you know we also have an investment committee?

It is with extreme gratitude that I announce my book, "Investing Ahead", has been ranked #1 on Amazon's Best Seller list for Financial Risk Management and Investing Portfolio Management.

As we close out the year, this is a time that many are thinking about charitable giving. This year we have spent some time talking with many of you about beneficial ways to give to charity.

We are pleased to welcome Amy Messier to our team. Amy previously worked for Walthausen & Company, a Small Cap money manager, based in Malta, NY.

Last week the IRS announced its annual inflation adjustments for various tax provisions in the tax year 2023. Below are some of the items we believe would be of interest to many.

Now two weeks into the year’s 4th quarter, I have identified a couple of reasons for the current market conditions. It really boils down to two fundamental issues.

As we approach year end, this is a friendly reminder to our clients that the Curran Wealth Management Team is here to assist with any questions regarding your account(s).

Before discussing the current state of the US economy, I want to begin with the humorous quote from economist James Kenneth Galbraith, poking fun at the value of forecasts.

To summarize, we have identified four leaks in our piggy bank thus far: Not investing sufficiently in growth and investing too much in fixed income. Not earning what we expect.