Chicory Wealth Blog
These monthly offerings provide information on a variety of subjects. Find them all here.
Chicory Wealth Webinars
- CEO and Chicory Wealth Founder Maggie Kulyk Offers Her End of Year Review, November 2019
- Introduction to the Book Integrating Money and Meaning, May 2019
- Victoria Collier, CELA, on Tax Advantaged Trust Planning to Protect the Assets Your Financial Advisor is Leveraging for You, February 2019
Donor Advised Funds
We assist clients with their tax-efficient, charitable giving plans, which often include the use of Donor Advised Funds (DAF). The DAF we use with clients is the iGiftFund. You can find out more about the iGiftFund here.
Find practices for delving deeper into your relationship with money through Maggie Kulyk’s book, Integrating Money and Meaning: Practices for a Heart-Centered Life.
The Chicory Wealth team offers their recommendations for more great resources on integrating money and meaning.
Chicory Wealth Quarterly Market Reports
MSCI White Papers
Here are some informative white papers from MSCI, an independent provider of research-driven insights and tools for institutional investors, which include extensive databases of proprietary index, risk, and ESG data.
Ready to learn more?