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On a frequent basis, Tom Curran discusses investment and tax planning topics which he finds to be relevant to Curran Wealth Management's outlook and strategy.

We also hold regular teleconferences and presentations ("Curran Events") that can be attended via web or telephone.
Curran Events are always recorded and replays can be found on this page.

Please feel free to contact us with your views and comments, or topics you would like discussed at an upcoming Curran Event.

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What is a Coronavirus-Related Retirement Plan Distribution?

The CARES Act includes provisions that allow individuals to take early retirement plan distributions within certain rules. These changes include provisions for people with COVID-19 or who have family members with the illness. It also includes those who experience adverse financial consequences as a result of being quarantined, laid off, furloughed or having work hours reduced because of the illness.

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Congress Recently Passed the CARES Act

The Act includes many different provisions to help taxpayers navigate our current situation. In addition to the CARES Act there have been other changes to items typically subject to the April 15th tax deadline. Here are a few of the areas we believe will have the greatest impact on our clients.

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2019 GIPS Annual Disclosures

At Curran Investment Management we believe in abiding by the highest ethical standards and principles. When it comes to performance, it means adhering to GIPS, global investment performance standards.

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A Message From Tom and Kevin Curran

At Curran Wealth Management, our investment strategies have been tested. We have guided our clients through the collapse of technology stocks in 2000, 9/11, the Financial Crisis of 2008 and now through Covid 19...

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Staying the Course – Coronavirus and Stock Market Volatility

At Curran Wealth Management, our client's investments are designed to support long-term objectives, not today’s needs. In situations like this, it is important to have perspective and remember that swift market drops are not unusual. Of course, the headlines are scary and fear of the unknown is scariest of all, but the nature of the market is that it will go up and down. That is just par for the course...

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What’s in Store After Congress Passed Last-Minute Tax Changes?

Congress recently passed a new spending bill which included many changes to the tax law. Those changes included retirement plan issues that became effective in 2020, as well as extensions through 2020 of a number of tax provisions that had expired or were about to end. The list of changes is quite extensive and many are likely to affect individual tax returns. Here is a run-down on some of the new tax provisions...

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Big Changes Coming to your IRA

The federal government spending bill has been signed. The bill includes The Secure Act which has many changes for your retirement savings rules. We have provided some of the highlights of the bill and how to get assistance.

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Helpful Tax Tips for 2019

There are a number of tax saving ideas that can be of benefit, some require action before year end. Here are a variety of options that may affect your tax outcome.

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Business Conditions Index 12/26/19

Our view continues to be the United States is in the early stages of a great investment and savings cycle that will sustain continued growth. After years of consumer spending being the primary catalyst, the economy is now being supported by more investment and is slowly weaning itself away from consumption based growth.

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Take Advantage of the Education Tax Credits

For those with children in college, or those enrolled in college themselves, it’s important to understand the education tax credits. With so many options available when planning for education costs and available credits it is important to review all planning strategies with a professional advisor.

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