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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. What else is there to know about Michelle beyond her incredible contributions to Fulcrum, unwavering community advocacy, investment thought leadership, and amazing client relationships? Keep reading to
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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
Financial Tips for Recent College Graduates
As a recent college graduate, taking control of your finances is one of the most important steps you can take toward building a great future.
Decision 2024: History Often Rhymes
Pattern recognition is an important part of investing. Although history rarely repeats itself perfectly, it often rhymes. We can make better investment decisions when we
Making A Difference
We are very happy to have been included in the Puget Sound Business Journal’s 2024 Corporate Philanthropists List as one of the top 25 small
BIG ON OUR COMMUNITY
A commitment to the betterment of our community is one of Fulcrum’s values. Each year, we donate 10% of our profits to charity. A portion
TEAM SPOTLIGHT – Adam Hicks
Adam Hicks is an associate advisor and important part of our amazing Fulcrum team. He’s a whiz with our financial planning software and works with
