Liv Gagnon
How to Support Local Communities With Your Fixed-Income Strategy
(By Max Kulyk) – If you’re tired of lending money to Uncle Sam, there are other ways to invest your fixed-income dollars that are secure and can help you do…
Why investors should be concerned about the growing backlash to AI data centers
(By Samuel O’Brient) – Max Kulyk, CEO of wealth management firm Chicory Wealth, said that his team regards it as a significant risk that is likely to get worse. “A…
US companies use emissions data for energy efficiency
(By Victoria Zhuang) – “We’ve been on the side of nuclear being essential to the transition, despite its bad headlines many years ago,” said Max Kulyk, CEO of US sustainable…
(Podcast) Living Authentically After Transitioning with Max Kulyk
(Hosted by Diana Britton) – For his entire life, Max Kulyk felt like he was “in between” genders. But about eight months ago, at the age of 64, he fully…
8/25/26 – Sustaining the Movement: Mobilizing Our Communities for Immigrant Justice
We hope you’ll join us on Tuesday, August 25th from 1-2pm ET for the first of our three-part webinar series featuring Chicory 1% nonprofit partners. This month, we’ll be joined…
Advisors Reveal Their Favorite Sectors and Managers Among Impact Investments Now
(By Steve Garmhausen) – “We’re working with a group called Clarion Call Capital that is focused on the muni market, with a strong lens for funding infrastructure for excluded communities….
A Bold New Look for Chicory
Written By: Liv Gagnon, Marketing & Social Responsibility Manager – Hi, friends! I am so excited to finally share something we’ve had up our sleeves for the past six months:…
(Podcast) Invest With Courage: Max Kulyk
(Hosted by Sean Trace) – In this episode of Growing Money with Sean Trace, I sit down with Max Kulyk, founder and CEO of Chicory Wealth, to talk about money…
The Iran War Has Created Investing Opportunities. What the Pros Are Doing.
(By Steve Garmhausen) – Our orientation is around socially conscious investing and ESG metrics. So, we’re very interested in energy broadly, but specifically renewables. With the energy demand for artificial…
Going RIA let us build a socially progressive business: Chicory Wealth
(By James Rogers) – There are many reasons that fuel the move to RIA, but for Chicory Wealth, the prime mover was a desire to build a business that could be…
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