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MARKET REVIEW: 3Q 2024

With signs of inflation moderating and a labor market easing, the Federal Reserve lowered rates in September after over a year of maintaining rates at

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Gridlock Matters: Investment Implications of Election Outcomes

Over the summer of 2024, the political landscape changed dramatically when President Joe Biden decided to drop his reelection campaign and endorse current Vice President,

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Time to Reassess Your 401(k)? Consider the Mega Roth Conversion

Happy 401(k) Day! This day is a great reminder to ensure your retirement savings are on track. While you may have your plan in set-it

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Holistic Wealth Management with a Fjaka Touch

Many of us have experienced those moments when the constant demands on our time and attention get to be too much and we want to

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TEAM SPOTLIGHT – Michelle Mathieu

At Fulcrum, we are particularly proud of our amazing Leadership Team. Today, we’re highlighting one of those members, Michelle Mathieu, CEO and CIO.

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MARKET REVIEW: 2Q 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

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