2021

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.

"How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case," Robert G. Allen. As you all know I am deeply committed to investing for the long term. Yes, it would be wonderful to be able to sell at market highs and to buy at market lows. But that is not possible and has never been proven to be viable.

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 September 30th, 2021.

Our Curran Core Growth Equity Strategy received numerous rankings Q3 2021 by Broadridge Lipper for Top 20 Money Managers listed under the U.S Large Cap Growth & Value Equity category and the U.S Growth and Value Equity category.

The U.S. Bureau of Labor Statistics is forecasting people working who are 75 and older will increase by 96.5% by 2030.

Do you need an investment advisor? Maybe one of the reasons you picked up this book is that you’re not sure about the answer to that question. Obviously, you know what I would say, but what about you? In most cases, I believe your answer should be yes.

For the next few weeks, Andrew Minnick will be away from the office as he and his wife, Lindsey, welcome the birth of their son, Connor Adrian, born October 11, 2021. We wish health and happiness for Andrew and his family as it expands!

This week Founder, Thomas Curran discusses his views of the current market relative to inflation trends. If you found this video informative, click the like button and subscribe to our YouTube channel for more market updates throughout the coming months.

In paraphrasing the protest song War, I am not suggesting that cryptocurrency is good for absolutely nothing. However, it’s a good question deserving a thoughtful answer and the subject in general certainly deserves more scrutiny and consideration than given by the media and the financial industry.

How we are spending in the pandemic is different. I was surprised by the amounts in almost all areas.

Normally when inflation rises interest rates rise. So far, the current pandemic related inflation surge has not impacted interest rates. The current inflation rate is high and still interest rates are near historic lows. Why?

We are pleased to announce, our Curran Core Growth Equity Strategy received numerous rankings Q2 2021 by Broadridge Lipper for Top 20 Money Managers listed under the U.S Large Cap Growth & Value Equity category and the U.S Growth and Value Equity category.

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.

Last winter we experienced the shortest bear market in US history. It lasted only 33 days. The S&P 500 peaked February 19th and bottomed the following month, March 23rd. The market fell 34% from its February high to its March low.

Expectations about what it takes to accumulate sufficient assets to last through retirement need to be communicated clearly. I believe our clients understand the tradeoffs between returns and risk but sadly, I am not sure the average investor understands.