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 CCA
Jul
15

Current Strategies and Portfolio Update

Since the big dip in the world markets following the Brexit vote, when the S&P 500 lost over 5% in 3 days, the US markets have regained their... read more

Jun
27

Market Update: Positioned for Brexit

Ameri... read more

Apr
18

Portfolio Update

During this unfortunate time of year (tax season), we thought we would give you a brief update on the markets to 'cheer you up'!

So ... read more

Mar
11

Portfolio Update

Thursday morning, the European Central Bank (Europe’s version of the Federal Reserve) made a surprising announcement, cutting all three of its ... read more

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