February 2020 | Chicory Wealth Management

The Move Away from Index Investing to “Know What You Own”

February 18, 2020

Jacob Newcomer and Maggie Kulyk explain why Chicory Wealth is moving away from index investing to individual investments that are financially strong and good stewards.

Successful Aging Requires “Whole Life” Planning

February 14, 2020

Financial security as we age is important, but there is much more to a successful and fulfilling aging experience.

The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Information obtained from third party sources are believed to be reliable but not guaranteed. It is not possible to invest directly in an index. Chicory Wealth makes no representation regarding the accuracy or completeness of information provided herein. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice.

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