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Chicory Wealth is an all-virtual company meeting with clients online. Our mailing address is:
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A Request to Corporations in Our Portfolio Regarding the Attack on the Capitol
Chicory Wealth has requested that several corporations in which we invest cease from making contributions to lawmakers who objected to the certification of the election.
A Letter from Chicory Wealth CEO and Founder Maggie Kulyk
Maggie Kulyk shares her thoughts on the past year and what’s ahead.
Exciting News!
We’re excited to announce that we are now an employee-owned certified B Corporation!
Your Plan to Vote
Chicory Wealth chimes in on VOTE 2020 with interesting stats, trends, and resources — and encourages everyone to vote!
SCAMs Can Happen to Anyone: Protect Yourself
In a recent Chicory Wealth team meeting, one of our members shared the news that a relative had been the target of a phone-call scam where the perpetrators pretended to be FBI agents, saying this person was a victim of identity theft and their family members were also victims. The person was told to wire […]
Awareness and Action for Racial Justice: Evaluating Ourselves and Our Investments
We must look at our part in the systems upholding entrenched racism. How values-based investing can be one powerful tool for change.
Shareholder Advocacy at the BlackRock Annual Meeting
Financial Advisor Dan Kirslis describes how shareholder advocacy works, using his experience at the BlackRock annual meeting.
For My Loved Ones
Chicory Wealth is offering a free workbook that allows you to leave critical information for your loved ones when you are no longer here.
Planting Seeds of Hope
How impact investing can bring about the future of farming
The Move Away from Index Investing to “Know What You Own”
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.