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Can investing really make a positive impact on the world?

Can investing really make a positive impact on the world?

by The Team | Feb 11, 2021 | Environment, Investing, Social Justice

Can investors really make the world a better place? The answer is yes.

Awareness and Action for Racial Justice: Evaluating Ourselves and Our Investments

Awareness and Action for Racial Justice: Evaluating Ourselves and Our Investments

by The Team | Jun 16, 2020 | Investing, Social Justice

We must look at our part in the systems upholding entrenched racism. How values-based investing can be one powerful tool for change.

Planting Seeds of Hope

Planting Seeds of Hope

by The Team | Mar 17, 2020 | Environment, Investing, Social Justice

How impact investing can bring about the future of farming

The Move Away from Index Investing to “Know What You Own”

The Move Away from Index Investing to “Know What You Own”

by The Team | Feb 18, 2020 | Investing

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?

What Does a Personal Financial Plan Include?

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.

What is a fee-only financial planner?

What is a fee-only financial planner?

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.

Recent Posts

  • What to say about 2022?
  • Common Misconceptions on Extending Your Tax Return
  • Consider These Four Strategies for Year-End Charitable Giving
  • Chicory Wealth Partners with Clearloop on Panola Project
  • Dynamics of Ownership: Navigating Proxy Votes

The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Information obtained from third party sources are believed to be reliable but not guaranteed. Chicory Wealth makes no representation regarding the accuracy or completeness of information provided herein. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice.

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Chicory Wealth
3904 North Druid Hills Road #366
Decatur, GA 30033

Phone: 404.294.5917
Fax: 470.440.7249
Email: [email protected]

 

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