As many of you know, Silicon Valley Bank and Signature Bank have been closed by bank regulators.

Fidelity Investments has invited Curran to participate in its Fully Paid Lending Program, Fidelity’s branded securities lending service.

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.

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.

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.

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).

In an effort to increase our cyber security, Panorama will have a Multi-Factor Authentication (MFA) upon logging into your account effective tomorrow April 30th.

We are so excited to announce Panorama is now available as an app! Within this blog post you'll find 3 instructional videos on how to download and use the Panorama Portal app.

We are pleased to announce Kevin Curran’s promotion to Co-CEO. In his new role, Kevin will assist Tom in managing the day-to-day operations and guiding the firm’s growth and direction.