Blog

TEAM SPOTLIGHT – Carolyn Wittmann-Todd
Check out our latest Team Spotlight to get to know one of our newest members, Carolyn Wittmann-Todd.
Search our blog
Explore by category

Giving back to the community
We’re honored to share that Fulcrum has been named to the Puget Sound Business Journal’s list of top corporate philanthropists in the region for the

MATHIEU NAMED TO FORBES’ BEST ADVISORS LIST
Fulcrum is proud to announce that Michelle Mathieu has been recognized in the April 7, 2022, Forbes Best-in-State Private Wealth Advisors list, compiled by SHOOK

MARKET REVIEW: 1Q 2022
After an extraordinary 2021, the first quarter of 2022 has been challenging for financial markets. Anxieties over the Russian invasion of Ukraine and the prospect

WELL, WE’RE WAITING…
Unfortunately, determining what taxes will be in effect as we head into 2023 is still analogous to nailing jello to a tree or pushing string.

The Party is Over
Heading into 2022, the story shifted toward the challenging combination of inflation and the Covid-19 Omicron variant.

MARKET REVIEW: 4Q 2021
The volatility of risk assets such as stocks intensified in late November with the emergence of the COVID-19 Omicron variant.