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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 and forget-it mode, making the maximum contributions and having them automatically invested, it is important to occasionally review and update your strategy. Consider rebalancing your
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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
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
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
