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Resilience in the Time of COVID-19

Resilience in the Time of COVID-19

by The Team | Apr 9, 2020 | Uncategorized

Nurturing your resilience is the best way you can prepare for the unplanned and the unexpected that will come your way.

Planting Seeds of Hope

Planting Seeds of Hope

by The Team | Mar 17, 2020 | Uncategorized

How impact investing can bring about the future of farming

How to Handle the Current Market Volatility (i.e., Stay Calm and Wash Your Hands)

How to Handle the Current Market Volatility (i.e., Stay Calm and Wash Your Hands)

by Maggie Kulyk, CEO and Founder | Mar 10, 2020 | Uncategorized

Chicory Wealth CEO Maggie Kulyk offers some calming words about today’s economic markets.

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

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

by The Team | Feb 18, 2020 | Uncategorized

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

Successful Aging Requires “Whole Life” Planning

by The Team | Feb 14, 2020 | Uncategorized

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

2019 Was Quite a Year, and What about 2020?

2019 Was Quite a Year, and What about 2020?

by Maggie Kulyk, CEO and Founder | Jan 22, 2020 | Uncategorized

Chicory Wealth accomplished a lot in 2019, and we’re looking forward to even more in 2020.

Key Components of True Wealth

Key Components of True Wealth

by The Team | Jan 21, 2020 | Uncategorized

Rather than using income and net worth as a measure of your financial health, take a more holistic approach.

What Does a Personal Financial Plan Include?

What Does a Personal Financial Plan Include?

by Liz McGeachy, Communications Director | Nov 21, 2019 | Uncategorized

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.

When Opposites Come Together, Can Peace Follow?

When Opposites Come Together, Can Peace Follow?

by The Team | Aug 14, 2019 | Uncategorized

Financial Advisor Jacob Newcomer wonders whether an unlikely joint venture can bring peace.

Market Review from Daniel McNabb

Market Review from Daniel McNabb

by The Team | Jul 17, 2019 | Uncategorized

Investment Specialist Daniel McNabb takes a look at the second quarter.

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Recent Posts

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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. 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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Chicory Wealth
3904 North Druid Hills Road #366
Decatur, GA 30033

Chicory Wealth Form CRS

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Phone: 404.294.5917
Fax: 470.440.7249
Email: [email protected]

 

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