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Your Money Personality Has a Question for You
We’re pleased to welcome Mikelann Valterra, MA, AFC®, as a guest contributor to our blog. In this post, Mikelann shares why understanding your core money motivation can be a powerful tool for making clearer, more confident financial decisions. We’re delighted to share her insights with you.
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TEAM SPOTLIGHT – David Limoges
Meet David Limoges, Associate Wealth Manager, certified Taekwondo and Kyokushin Karate black belt, and cat uncle of two.
2026 Outlook: Tempered Expectations, Continued Opportunities
2025 was a tumultuous year, but returns across financial markets were surprisingly strong. As we enter 2026, performance expectations across stock and bond markets are
MARKET REVIEW: 4Q 2025
The fourth quarter topped off an impressive year in financial markets with both stocks and bonds moving higher. Such positive results were juxtaposed with what
Ringing in the Holidays with Fulcrum
The holiday season holds a special place in the hearts of many, offering a cherished opportunity to gather with friends and family.
The Case for Active Management
After 15 years of passive dominance, the market setup suggests a shift may be coming.
Year End Planning: Smart Moves Before December 31
As we head into the final weeks of 2025, it’s a great time to pause and make sure your financial plan is on track.
