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MARKET REVIEW: 1Q 2026
Global markets began the year continuing many trends from 2025: foreign stocks outperforming US stocks, the US dollar falling and interest rates trading in a range. As geopolitical risk ramped up in the Middle East, several of these trends reversed.
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MARKET REVIEW: 2Q 2022
Financial markets remained volatile in the second quarter, making the first half of this year one of the most difficult in over 50 years.

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