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
May
25

Market Update

We realize that it has been some time sent we sent anything out regarding the status of the markets and our portfolios so we want to apologize up... read more

Dec
15

Portolio Update

On Tuesday, we added a position to all the portfolios that should appreciate as interest rates increase. We believe this position could help prot... read more

Dec
2

Portolio Update

Today we are selling the gold mutual fund position in all of our managed accounts. Our indicators on gold have turned negative wh... read more

Nov
9

Market and Portfolio Update

Last night was a historic night in many respects. For the first time in several years, the same political party will control both the White House ... read more

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