Second Quarter Market Review
Investment Specialist Daniel McNabb takes a look at the second quarter.
What is a fee-only financial planner?
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.
Clarifying What We Value
The Chicory Wealth team recently went through the process of articulating our values — a great exercise!
Big News! A new publication from CEO Maggie Kulyk
Many of you reading this likely know that our focus at Chicory Wealth extends beyond just nuts-and-bolts money management. While this is important, we see our role in a wider lens too: helping create balanced lives, socially just communities, and a healthy planet. We...
Are You Proactive about Aging?
There are tools that can help you be proactive for yourself and your loved ones.
A quick look back at our big leap, and a longer look forward
This time last year, we were in the middle of a leap-of-faith. Today we’re moving forward with some exciting new features.
A Different Take on Financial New Year’s Resolutions
It’s the beginning of a new year, so of course we’re seeing lots of articles advising the best ways to start the year off right. Financial firms will likely be advising you to set financial goals, develop concrete steps for reaching those goals, pay off your debt, use...
Holiday Greetings and news from Maggie’s Giving Group
The most successful Maggie’s Giving Group event yet (complete with video) — and greetings of the season from Chicory Wealth!
Gratitude as a Muscle
Gratitude is like a muscle — it can be strengthened with practice.
Working for Climate Justice
Maggie talks about her connection to the organization Corporate Accountability.
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