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Welcome to our blog Curran Views! Here you will find our weekly insights on the topics listed below. If you can't find what you're looking for please visit our: views-archive 

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Secure Act 2.0

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.

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A Bear Market Update

The current bear market is the 27th since 1928. It began on 1/3/22 and, as of December 8th, is the 15th longest bear market in history. It was confirmed as a bear market on 6/13/22 when the S&P 500 closed more than 20% below its 1/3/2022 established previous high of 4796.56.

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Benefits of an Investment Committee

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?

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Gift of Giving

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.

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Welcome Amy Messier!

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.

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