How the US-Iran Conflict is Impacting Portfolios and Advisors

(By Danielle Walker) –Even if there were a de-escalation in the conflict, a domino effect has begun – meaning advisors should prepare for longer term volatility and even the potential for structural economic disruption, Max Kulyk, founder and CEO of Chicory Wealth, shared in an interview.

The war with Iran is “going to have an impact for some time” on markets and the economy, he said.

“And perhaps, even if we have a ceasefire, it will continue to have an impact.”

As such, advisors who have recently started their own practice, and are running a small or one-person shop, are likely fielding many questions — and managing the anxieties — of their clients.

“We do a monthly webinar with our clients and we had 50 to 60 clients join our last webinar,” Kulyk said. “We discussed any changes we’ve been making in their portfolios,” since the war began in late February, he explained.

April 14, 2026 / by Liv Gagnon

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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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