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
Jan
18

Portfolio 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

Dec
21

Portfolio Update

Our 10/50 indicator has crossed and confirmed negative today.

As we mentioned in our Market Update on Dec 7th... read more

Dec
7

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

Oct
25

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

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