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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
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
Portfolio Update
As stated in previous posts, we have been monitoring the bond market and the effect rising interest rates and inflation have on the fixed inc... read more
Market Update
We hope you are having a safe and relaxing summer and have found a place to get out of the heat. The second quarter ended with stocks and bon... read more
Market Update
As we head into summer we thought this would be a good time to provide you our current insights on the equity and bond markets. This has been ... read more