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
Aug
6

Market Update

We hope you are enjoying a good week. Since the markets are front-and-center of the news, we wanted to give you a brief summary of recent even... read more

Jun
7

Portfolio Update

We hope your summer is off to a great start and that you are able to find some time during this season to ... read more

Apr
12

Portfolio Update

Today we are investing another approximate third of our equity allocation. As you will recall we invested our large cap and international all... read more

Mar
21

Portfolio Update

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