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.
https://chicorywealth.com/wp-content/uploads/2023/04/frank-busch-PzifgmBsxCc-unsplash-CROPPED.jpg8611200The Teamhttps://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpgThe Team2020-02-18 16:06:552023-05-15 20:28:37The Move Away from Index Investing to “Know What You Own”
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.
https://chicorywealth.com/wp-content/uploads/2023/04/Mary-and-Maggie-SMALL.jpg13672048Liz McGeachy, Communications Directorhttps://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpgLiz McGeachy, Communications Director2019-11-21 19:09:232023-05-15 20:30:10What Does a Personal Financial Plan Include?
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.
https://chicorywealth.com/wp-content/uploads/2023/04/CW-banner-photo-smaller-e1556115613669.jpg602800Maggie Kulyk, CEO and Founderhttps://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpgMaggie Kulyk, CEO and Founder2019-04-24 14:25:582023-04-18 16:07:07Clarifying What We Value
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 know many of you do too. We are therefore VERY excited […]
https://chicorywealth.com/wp-content/uploads/2023/04/Book-cover-cropped.jpg365429Liz McGeachy, Communications Directorhttps://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpgLiz McGeachy, Communications Director2019-03-24 16:23:112023-04-18 16:07:07Big News! A new publication from CEO Maggie Kulyk
https://chicorywealth.com/wp-content/uploads/2023/04/Aging.jpg266400The Teamhttps://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpgThe Team2019-02-27 16:52:342023-05-15 20:34:20Are You Proactive about Aging?
https://chicorywealth.com/wp-content/uploads/2023/04/sammie-vasquez-549428-unsplash.jpg310400The Teamhttps://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpgThe Team2019-01-23 17:57:302023-04-18 16:07:07A quick look back at our big leap, and a longer look forward
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!
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 know many of you do too. We are therefore VERY excited […]
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.