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The Taxman
September 24, 2021
The Taxman

In the first lines of “Taxman” from their 1966 album, Revolver, the Beatles promised to “tell you how it...

Checking out the Alternatives
Checking out the Alternatives

Faced with rock-bottom interest rates, higher inflation, higher valuations, and crowded or over-hyped markets for traditional stocks and bonds, it’s only natural for wise, experienced...

Market Review: 2Q 2021
Market Review: 2Q 2021

The global battle against COVID-19 gained momentum in the second quarter, with vaccination efforts accelerating in nearly all developed economies. Notably, continental Europe caught up with the...

Together For Our Community
Together For Our Community

We are pleased that, for the third year in a row, Fulcrum has been included in the Puget Sound Business Journal’s list of top corporate philanthropists in the Puget Sound region. The list...

Washington’s Long-Term Care Payroll Tax
Washington’s Long-Term Care Payroll Tax

As you may have heard, the Washington State legislature has passed a payroll tax to help fund the first state-run long-term care insurance program in the country. Money raised by the tax will be...

The Tide is High
The Tide is High

The most common question we are asked these days is about the implications of impending inflation. Supply constraints, inventory backlog, shipping bottlenecks, flooded consumer and corporate...

Team Spotlight
Team Spotlight

Tim Clark

As Director of Research and Portfolio Manager, Tim is lead portfolio manager on our U.S. equity large cap strategy...
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