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.
Financial security as we age is important, but there is much more to a successful and fulfilling aging experience.
Chicory Wealth accomplished a lot in 2019, and we’re looking forward to even more in 2020.
Rather than using income and net worth as a measure of your financial health, take a more holistic approach.
Traditionally, financial advisors who create personal financial plans for their clients tend to focus mostly on the numbers in their clients’ lives – their asset levels, their cash flow, their savings plans, their net worth. This data-driven approach can be used to project their likelihood of “success” in retirement.
Financial Advisor Jacob Newcomer wonders whether an unlikely joint venture can bring peace.
Investment Specialist Daniel McNabb takes a look at the second quarter.
Because Chicory Wealth is a fee-only practice, our clients pay a flat fee for financial planning services and a separate percentage fee for managing the clients’ assets. We are never paid by commission for selling other products, meaning no conflicts of interest. Simple.
The Chicory Wealth team recently went through the process of articulating our values — a great exercise!