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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 felt like an abnormally unpredictable and foggy year.
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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.
MARKET REVIEW: 3Q 2025
In the third quarter, financial markets built on the momentum of the post-Liberation Day recovery. The fear that gripped markets in early Q2 quickly gave
Safeguarding Your Legacy
September is National Preparedness Month – a reminder to evaluate you plan and coverages.
TEAM SPOTLIGHT – Carolyn Wittmann-Todd
Check out our latest Team Spotlight to get to know one of our newest members, Carolyn Wittmann-Todd.
