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Dynamics of Ownership: Navigating Proxy Votes

September 14, 2022

How your use of proxy voting can help hold companies accountable.

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Shareholder Activism and a Big Win for the Climate

June 10, 2021

Recent wins by shareholders of major oil companies will help the planet.

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A Request to Corporations in Our Portfolio Regarding the Attack on the Capitol

January 19, 2021

Chicory Wealth has requested that several corporations in which we invest cease from making contributions to lawmakers who objected to the certification of the election.

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Shareholder Advocacy at the BlackRock Annual Meeting

June 15, 2020

Financial Advisor Dan Kirslis describes how shareholder advocacy works, using his experience at the BlackRock annual meeting.

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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. It is not possible to invest directly in an index. 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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  • 3904 North Druid Hills Road #366 Decatur, GA 30033

  • 404.294.5917

  • 470.440.7249

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