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TEAM SPOTLIGHT – Michelle Mathieu
At Fulcrum, we are particularly proud of our amazing Leadership Team. Today, we’re highlighting one of those members, Michelle Mathieu, CEO and CIO. What else is there to know about Michelle beyond her incredible contributions to Fulcrum, unwavering community advocacy, investment thought leadership, and amazing client relationships? Keep reading to
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MARKET REVIEW: 1Q 2024
Late 2023 optimism around an immediate Fed “pivot” was tempered in the new year as pockets of stickier inflation and a robust economy led the
The Good, the Bad, and the Ugly
SECURE 2.0, the looming sunset of the Tax Cuts and Jobs Act (TCJA) tax provisions, and the Washington state capital gains tax are a perfect
TEAM SPOTLIGHT – Hans Krippaehne
Our incredible team members are a large part of what makes Fulcrum so special. One of those individuals is Hans Krippaehne, CFA, our Equity Strategist
Reality Check: Will the Economy Continue to Defy Expectations in 2024?
How did so many forecasters, economists, and investors get the 2023 recession forecast so wrong? Several factors contributed to surprising growth. Consumers continued to spend
MARKET REVIEW: 4Q 2023
Despite crosscurrents in the US economy, 2023 was a year marked by stubborn resilience: a strong consumer willing to spend on the back of real
Tax-efficient giving comes with specific guidelines
With the holidays and end-of-year deadlines, charitable giving is top of mind for many people. Cash is generally the least tax-efficient method of making charitable
