Services Our Team Curran Views Contact PANORAMA FIDELITY LOGIN CATEGORIES: MARKET COMMENTARY AND NEWS ANALYSIS TAXES CIM QUARTERLYLETTER RETIREMENT EDUCATION ESTATE PLANNING LONGTERM CARE & MEDICARE PLANNING INSURANCE ANALYSIS & REVIEW YOUTUBE UPDATE SEARCH Inflation Rate Soars – Let’s Reference History & How We Can Help You Now SEPTEMBER 16, 2021 MARKET COMMENTARY AND NEWS ANALYSIS 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? Read More Curran Receives Numerous PSN Informa Top Gun Designations AUGUST 24, 2021 CIM 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. Read More Why “Playing it Safe” ends up Being More Expensive in the Long-run AUGUST 4, 2021 MARKET COMMENTARY AND NEWS ANALYSIS 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. Read More Chart Your Course - An Excerpt from my Upcoming Book JULY 2, 2021 As some of you know I have been working on a book project. Like many things in life the process and effort has proven to be more time consuming than I would have imagined. Hopefully the book will be completed soon. I estimate it will be available in the next nine months. The publisher is Advantage/Forbes Books. Read More The Truth About "Safe" Investments During Inflation JUNE 18, 2021 MARKET COMMENTARY AND NEWS ANALYSIS Various news outlets have mentioned their predictions for inflation in the coming years based on recent market trends. You know I try not to make predictions. Instead, I want to give you an example that I hope you remember. Read More CIM Ranked Top 10 Across 5 Different Categories by PSN Informa as of 1st Quarter 2021 MAY 26, 2021 CIM 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 March 31, 2021. Read More Tax Returns are not just for Reporting Income and Paying your Taxes MAY 18, 2021 TAXES We continue to stress that tax and financial planning go hand in hand and that tax returns are not just for paying and reporting your income and taxes. Read More We’re all Biased Toward our Own Money. Here's What We Can Do About It APRIL 30, 2021 CIM MARKET COMMENTARY AND NEWS ANALYSIS In one way or another, we all have a complex relationship with our own money. Because of that, it’s hard to be rational all the time in how we use it. But where do our behavioral biases come from and what can we do to counteract them? Read More 1Q 2021 Quarterly Letter APRIL 16, 2021 QUARTERLYLETTER In the past two quarters, I have observed the behavior of both the market and investors, and it reminded me of a study conducted in the 1960s. You may have heard about what’s become known over the years as “the marshmallow test,” conducted at Stanford University starting back in 1960 to study when the control of deferred gratification develops in children Read More Did you know there is more to Social Security than meets the eye? MARCH 18, 2021 LONGTERM CARE & MEDICARE PLANNING For many, it often comes as a surprise to learn that their dependent child(ren) may be entitled to receive benefit payments from Social Security based on upon the decision to commence their own Social Security retirement benefits Read More Curran's Core Growth Equity Strategy Ranked #3 by Broadridge Lipper for the 3, 5 and 10-Year Periods AUGUST 30, 2021 CIM 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. Read More 3Q 2021 Quarterly Letter - Not All Bear Markets are Alike AUGUST 16, 2021 QUARTERLYLETTER 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. Read More Skepticism: What if the Market goes Down? An Excerpt from my Book JULY 9, 2021 MARKET COMMENTARY AND NEWS ANALYSIS When people are fearful and stressed, they are looking for hope, which makes them vulnerable. Wall Street often tries to pacify us with the safest investment. Read More Inflation Becomes Popular Topic in Mainstream Media - The History JUNE 22, 2021 MARKET COMMENTARY AND NEWS ANALYSIS Much is being written about inflation in today's news which is why we take everything we read with a grain of salt. This week Tom discusses the history of inflation and the facts we refer to when the market fluctuates. Read More Planning for Potential Tax Changes JUNE 11, 2021 TAXES While none of these tax changes have been put into place yet, it is important to start planning for what could become law. Here are some items to keep an eye on and some planning opportunities to consider. Read More Curran Investment Management Ranked #2 by Broadridge Lipper Q1 2021 MAY 21, 2021 CIM Our Curran Core Growth Equity Strategy received numerous rankings Q1 2021 by Broadridge Lipper for Top 20 Money Managers listed under the U.S Large Cap Growth & Value Equity category. Read More The 3 Stages of Retirement MAY 6, 2021 RETIREMENT One of the most common misconceptions about retirement is that retirement is one “single event.” What many people may not understand is that retirement, just like work-life balance, has stages. Although retirement may be unique to each person, it generally passes through three stages: 1. active retirement 2. winding down retirement and 3. inactive retirement. Read More The Value of $100 APRIL 23, 2021 CIM MARKET COMMENTARY AND NEWS ANALYSIS Imagine this scenario. I was born in 1945. Suppose I was gifted $100 (granted $100 was a big sum in those days). Today it would require $1,463 to equal the same purchasing power. Read More Welcome Lauren and Victoria to Curran Wealth Management APRIL 8, 2021 UPDATE As we mentioned in our last YouTube video Embracing Change – A Message from Tom Curran we have created the Private Wealth Administrator position at Curran. This position encompasses the day-to-day account maintenance and operational support our clients need. Read More Embracing Change at Curran - A Formal Letter to Clients MARCH 5, 2021 UPDATE I’d like to go over some changes we are making at Curran Wealth Management. I’ve realized in order to reach the next level in client services and uphold our Defining Quality promise, we must no longer continue to do things the same way they have always been done. 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