The costs of the year-long war in Ukraine have been substantial, and there is no end in sight.
Can investors really make the world a better place? The answer is yes.
We must look at our part in the systems upholding entrenched racism. How values-based investing can be one powerful tool for change.
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.
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.
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.
Chicory Wealth is an all-virtual company meeting with clients online. Our mailing address is:
470.440.7249
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