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 CCAPortfolio Update
We hope your 2019 is off to a great start! We wanted to give you all an update on the equities in your accounts. As you know, we sold all equ... read more
Portfolio Update
Our 10/50 indicator has crossed and confirmed negative today.
As we mentioned in our Market Update on Dec 7th... read more
Market Update
The fourth quarter of 2018 continues to be a volatile season for the markets. Since this has been such an ‘interesting’ week, we wanted t... read more
Market Update
October has been another volatile month in the stock market. The theme for 2018 continues to be volatility. As you can see from the chart of... read more