by Liz McGeachy, Communications Director | Nov 21, 2019 | General, Investing
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.
by The Team | Aug 14, 2019 | General, Social Justice
Financial Advisor Jacob Newcomer wonders whether an unlikely joint venture can bring peace.
by Liz McGeachy, Communications Director | Jun 20, 2019 | General, Investing
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.
by Maggie Kulyk, CEO and Founder | Apr 24, 2019 | General
The Chicory Wealth team recently went through the process of articulating our values — a great exercise!
by Liz McGeachy, Communications Director | Mar 24, 2019 | GeneralMany 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...
by The Team | Jan 23, 2019 | General, Year in Review
This time last year, we were in the middle of a leap-of-faith. Today we’re moving forward with some exciting new features.