Curio Wealth

06/01/2026

One of the things we love most is seeing clients use their success to create meaningful opportunities for others.

Curio Wealth clients Bill and Kay Leahy recently established the Leahy Family Endowed Nursing Scholarship for future nursing students at La Salle University. As Kay put it, “I do think it’s important to give back. I call it passing the baton.”

We couldn't agree more. Helping clients support the people, causes, and communities they care about is one of the most meaningful parts of our work.

Read more about the Leahys gift—and the story behind it—here:

Bill, ’67, and Kay Leahy are helping La Salle University nursing students get their foot in the door of the profession through the Leahy Family Endowed Nursing Scholarship.

05/26/2026

The stock market is going down and we’re advising you to … DO NOTHING? 😰

It’s not really “nothing!” ALL the time our team is busy doing something for our clients, including rebalancing portfolios, taking advantage of tax loss harvesting opportunities, and investing smartly on a regular basis. Imagine if you had our team working on your behalf every day. This 👇 could be you!

05/22/2026

One of the worst things that can happen in investing? Being RIGHT the first time.

It tricks you into thinking you’ll always be right. That’s not skill, that’s luck.

Real investing isn’t flashy. It’s built on boring, repeatable habits like diversification and tax efficiency… the stuff that actually works over time.

05/21/2026

“ I think I want to move my investments around because of ________. Do you think that's a good idea?”

We get variations of this question all the time! But markets move quickly as new information comes in, and trying to react to global events turns into a guessing game… who knows what will happen next?

If your portfolio was built for your goals, the best thing you can do in turbulent times is stay the course. You might consider this “doing nothing” but there’s actually a lot that SHOULD be going on behind the scenes. Here’s what Jim Kantowski and the rest of our team are doing on a regular basis to help clients make the most of their money👇— and it’s not nothing (it’s just not stressful)!

05/11/2026

Let's start out the week with a fun financial "problem"!

So you have some extra cash, but you're not sure what to do with it. 💵 💵

Should you involve a financial advisor? Should you be pushing it all toward retirement? What about allocating money for your kids' dreams?

Here’s more from Liz Gillette, CFP® on what you should know:

Got extra cash but not sure what to do with it? Here’s how to know when to involve a financial advisor — and how they can empower you to make the right call.

05/06/2026

Long-term financial plan

One of our favorite parts of building a financial plan is projecting all the way out to age 100 — it always gets a laugh, but we like to think long-term. 😉

What surprises people most is how those projections can shift the decisions you’re making right now. This is where you start to see the long-term impact more clearly.

Here’s Liz Gillette sharing how that clarity can shift everything. 💡

05/04/2026

“Do I need a financial advisor?” 🤔

There’s more than one indicator, but what Liz describes below 👇 is one of the telltale signs. If this scenario sounds familiar, consider whether it’s the right time for you. Reaching out to a professional at this stage can make all the difference for your peace of mind and long-term goals.

04/29/2026

Our community is extremely important to us, and we're committed to giving back.

Being part of—and seeing TCP Youth Empowerment grow—has been rewarding; we're so thankful for the necessary service they provide our community.

If you want to learn more, check out https://www.tcpyouthempowerment.org/!

04/15/2026

When the markets get shaky, it’s easy to feel like doing something — anything — to protect your portfolio.

Our own Jim Kantowski recently had a conversation with a friend who felt that same pull. He wanted to make a change now just to feel in control.

This conversation revealed two insightful nuggets: One was that his friend’s portfolio was actually better off precisely because he DIDN’T make that change during the last market downturn. The losses were recovered and there were none of the setbacks typically associated with pulling out of the market.

But their conversation also revealed one other important truth about when (and why) portfolio changes really make sense…

04/14/2026

When markets get turbulent, it’s natural to ask, “Should I be doing something?”

But before you make any changes to your portfolio, take a step back and look at the bigger picture.

Your portfolio wasn’t built around today’s headlines. It was built around your life — your goals, your timeline, your plan. That’s why this 👇 is the best first step to take if you’re tempted to make a change: