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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 way to exuberance as the rally progressed.
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Summer in the city
June started off as one of the rainiest on record in the Puget Sound region, leaving us wondering if we’d ever see summer.

Guidance in turbulent times
A good advisor is a resource during challenging times and helps both by planning in advance, so you’re prepared for market shocks, and by providing

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.