Blog

MARKET REVIEW: 1Q 2023
The recession fears that gripped investors for much of 2022 seemed to recede and although that risk remains on the horizon, short-term optimism has helped push markets higher.
Search our blog
Explore by category

A College Savings Primer
With all of these savings methods, it’s best to start saving early – preferably as soon as the child is born or adopted. Time is

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