Kiplinger
How to Support Local Communities With Your Fixed-Income Strategy
MoneyLion
8 Ways To Let Your Values Guide Your Money Decisions, According to Experts
(By Dawn Allcot) – “The first step is recognizing that you can’t change everything all at once,” Kulyk said. “Choose one focus area that you care about most and find…
Wealth Advisor TV
Financial Activism: Chicory Wealth’s Max Kulyk on Values-Aligned Investing
(By Scott Martin) – Advisors often avoid politics. Max Kulyk, CEO and Founder of Chicory Wealth, runs directly toward political conversations—and clients are rewarding him for it. Kulyk joined The…
Aljazeera
Trump’s new tariff threats trigger economic uncertainty; trade deals stall
(By Andy Hirschfeld) – “What we do know is that it would continue to require all those parties affected to continue to live in uncertainty and, as many have already…
Barron's
We Asked Financial Advisors Why They Make Connections Among Clients. Here’s What They Told Us.
(By Steve Garmhausen) – Max Kulyk, CEO of Chicory Wealth says, “Our firm is focused on clients who are politically progressive and have a very strong sense of social justice. A…
The Daily Upside
ESG Hits Record $799B in ETF Assets Globally
(By Sean Allocca) – “Political winds are fickle, but long-term investors recognize reality,” said Max Kulyk, founder of the fee-only planning firm Chicory Wealth. “Criticism from lawmakers has only turned…
Go Banking Rates
7 Favorite Money Resolutions From Experts
(By Dawn Alcott) – In addition to reviewing your portfolio balance and its performance, Max Kulyk, founder and CEO of Chicory Wealth, suggested evaluating whether or not your investments align…
For Media Inquiries
Book Max Kulyk to Speak
Chicory in Your Inbox.
Insights on values-aligned wealth, shareholder activism, and the
intersection of money and purpose — delivered directly to you.