7 Favorite Money Resolutions From Experts
(By Dawn Alcott) –
In addition to reviewing your portfolio balance and its performance, Max Kulyk, founder and CEO of Chicory Wealth, suggested evaluating whether or not your investments align with your values. “If you have money invested in the public markets … take a look at what’s under the hood,” Kulyk said.
Kulyk suggested using the nonprofit website AsYouSow.org to find out where the companies in a mutual fund, for instance, stand on social issues, governance, and sustainability. “An individual can get a better look at what’s actually happening inside their 401(k) and maybe choose to make different choices,” Kulyk said.
December 5, 2025 / by Liv Gagnon
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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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