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Chicory Wealth is an all-virtual company meeting with clients online. Our mailing address is:
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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.
Successful Aging Requires “Whole Life” Planning
Financial security as we age is important, but there is much more to a successful and fulfilling aging experience.
What Does a Personal Financial Plan Include?
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?
Financial Advisor Jacob Newcomer wonders whether an unlikely joint venture can bring peace.
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!