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MARKET REVIEW: 1Q 2024
Late 2023 optimism around an immediate Fed pivot was tempered in the new year as pockets of stickier inflation and a robust economy led the Federal Reserve to signal it would exercise patience in cutting rates Despite this shift in sentiment US stocks continued the upward march that began in
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The Good, the Bad, and the Ugly
SECURE 2 0 the looming sunset of the Tax Cuts and Jobs Act TCJA tax provisions and the Washington state capital gains tax are a
TEAM SPOTLIGHT – Hans Krippaehne
Our incredible team members are a large part of what makes Fulcrum so special One of those individuals is Hans Krippaehne CFA our Equity Strategist
Reality Check: Will the Economy Continue to Defy Expectations in 2024?
How did so many forecasters economists and investors get the 2023 recession forecast so wrong Several factors contributed to surprising growth Consumers continued to spend
MARKET REVIEW: 4Q 2023
Despite crosscurrents in the US economy 2023 was a year marked by stubborn resilience a strong consumer willing to spend on the back of real
Tax-efficient giving comes with specific guidelines
With the holidays and end of year deadlines charitable giving is top of mind for many people Cash is generally the least tax efficient method
TEAM SPOTLIGHT – Di Thigpen-Shankles
Many of you may know Di as your incredibly efficient and capable Client Service Associate who makes sure money is transferred when you request it
