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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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Tax Implications of Active Equity Management Performance

Data has shown that it’s challenging for active investment managers to beat the S&P 500 Index, even more so when fees and taxes are taken into consideration. With patience and discipline investors can enjoy the rewards of capital appreciation without realizing significant capital gains.

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The Chicken or The Egg; Quality or Sustainability

Based on the goals of quality investing and sustainability one may conclude that they are mutually exclusive. However, on closer inspection that is not necessarily the case. Sustainable investing is not just good for the environment...

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Making Sense of Sustainable (ESG) Investing, an Introduction

Sustainable Investing, also known as socially responsible investing, is the process of incorporating environmental, social and governance (ESG) factors into investment decisions. Individuals who invest in sustainability choose companies with the purpose of achieving their personal goals plus obtaining their desired financial return.

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2018 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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