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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 Federal Reserve to signal it would exercise patience in cutting rates Despite this shift in sentiment US stocks continued the upward march that began in
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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
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
