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Your Money Personality Has a Question for You
We’re pleased to welcome Mikelann Valterra, MA, AFC®, as a guest contributor to our blog. In this post, Mikelann shares why understanding your core money motivation can be a powerful tool for making clearer, more confident financial decisions. We’re delighted to share her insights with you.
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CHECKING OUT THE ALTERNATIVES
Faced with rock-bottom interest rates, higher inflation, higher valuations, and crowded or over-hyped markets for traditional stocks and bonds, it’s only natural for wise, experienced

MARKET REVIEW: 2Q 2021
The global battle against COVID-19 gained momentum in the second quarter, with vaccination efforts accelerating in nearly all developed economies.

TOGETHER FOR OUR COMMUNITY
We are pleased that, for the third year in a row, Fulcrum has been included in the Puget Sound Business Journal’s list of top corporate

WASHINGTON’S LONG-TERM CARE PAYROLL TAX
As you may have heard, the Washington State legislature has passed a payroll tax to help fund the first state-run long-term care insurance program in

The tide is high
The most common question we are asked these days is about the implications of impending inflation. Supply constraints, inventory backlog, shipping bottlenecks, flooded consumer and

MARKET REVIEW: 1Q 2021
We have seen notable progress in the global battle against COVID-19. It appears that we may have turned the corner and that the worst is