welcome to chalk cullum
Chalk, Cullum & Associates is a financial planning firm that helps clients align their wealth with their values. Together we implement a strategic approach that will define your goals, examine your current reality, develop a personal strategy, continually review your progress and make adjustments where needed. We exist to help people achieve their goals as it pertains to their wealth...empowering them to carry out their purpose.
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Observations and Updates from CCAMarket Update
As summer comes to a close we thought this would be a good time to talk about the investment world and what we see coming into the fourth quarter... read more
Portfolio Update
Good Afternoon,
We hope the summer is off to a great start for you and your families!
We recently sold a small position in TB... read more
Market Update
We realize that it has been some time sent we sent anything out regarding the status of the markets and our portfolios so we want to apologize up... read more
Portolio Update
On Tuesday, we added a position to all the portfolios that should appreciate as interest rates increase. We believe this position could help prot... read more