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TEAM SPOTLIGHT – Di Thigpen-Shankles
Many of you may know Di as your incredibly efficient and capable Client Service Associate who makes sure money is transferred when you request it, forms are completed with all the t’s crossed and I’s dotted, and troubleshoots when necessary. We thought you’d enjoy some insights into a different side
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FULCRUM CEO NAMED TO FORBES’ TOP WOMEN ADVISORS LIST
Fulcrum is proud to announce that, once again, Michelle Mathieu has been recognized in the Forbes Top Women Wealth Advisors Best in State list, compiled
Remembering Bob Kuehn
Bob’s investment career spanned five decades, and several of us had the great fortune to invest by his side for more than 25 years. He
A Persistent Hangover
We enter 2023 reeling from the worst investment conditions in generations which were precipitated by the high cost of three wars: the Russian invasion of
MARKET REVIEW: 4Q 2022
Like most investors, we were relieved to see 2022 end on a positive note. After two consecutive quarters of negative real US GDP growth, the
Supporting Scholars
We are honored to help provide a local student with the opportunity to study for and build a career, and we hope they will be
MARKET REVIEW: 3Q 2022
After staging a significant rally at the beginning of the quarter, stocks rolled over and continued on the downward trajectory that started back in January.
