A Year of War in Ukraine:
The costs of the year-long war in Ukraine have been substantial and there is no end in sight.
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Can investing really make a positive impact on the world?
Can investors really make the world a better place? The answer is yes.
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.
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.
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.
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.