Kiplinger
How to Support Local Communities With Your Fixed-Income Strategy
Kiplinger
Politics is a Dirty Word for Some Financial Advisers: 3 Reasons This Financial Planner Vehemently Disagrees
(By Max Kulyk for Kiplinger) – If you were to type into a search engine, “Should I talk about politics with my financial adviser?” you would find a long list…
RIA Reflections
The Anti-Capitalist Financial Advisor
(By Max Kulyk for RIA Reflections) – If you asked me 30 years ago to describe the persona of a financial advisor, I would have responded that, for me, it…
USA Today
‘Total turmoil’ as Trump tariffs slam home-goods industry, consumers
The tariffs, announced on Truth Social on Sept. 25 by President Trump, include a 30% levy on upholstered furniture, and 50% on kitchen cabinets and bathroom vanities. “People haven’t been able to…
Barron's
Markets Are High. Consider Derisking Your Portfolio.
[…] Maggie Kulyk, founder of Chicory Wealth, increased client’s international equity holdings to 30% of the firm’s portfolio’s total equity position several months ago because of U.S. large-cap valuations. The…
The Daily Upside*
Advisors Rethink Cash Ahead of Rate Cuts
[…] Maggie Kulyk, CEO at Chicory Wealth, works with socially conscious investors, and is looking beyond US Treasurys for bond exposure. “We cater to an extremely politically progressive crowd. They’ve…
Kiplinger
I’m a Financial Planner: Here Are Three High-Impact Ways to Make a Difference With Your Dollars
We’re living in a world that can often feel out of control and headed in a direction that is less democratic, inclusive and compassionate. If you’re feeling powerless, it’s good…
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