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MARKET REVIEW: 2Q 2025
The Trump administration’s tariff plans escalated early in the second quarter, and global stock markets deteriorated rapidly as investors attempted to predict the growth and inflationary impacts of significantly higher tariffs on US imports and the potential for a larger trade war.
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Ringing in the Holidays with Fulcrum
The holiday season holds a special place in the hearts of many, offering a cherished opportunity to gather with friends and family. With that cheerful
Celebrating Our Scholar
We are celebrating four years of our wonderful partnership with the College Success Foundation (CSF) and highlighting our scholar, Hawi Kadir, who is now a
Gifts That Grow in Value
Holiday gift-giving can be a challenge; what can you give that won’t be regifted, thrown out, returned, or relegated to a drawer or closet? How
What We’re Focused on Post-Election
Markets quickly reacted to potential policy changes, but until those policy specifics are shaped and clarified, we aren’t making broad changes. We’re closely monitoring developments
National Estate Planning Awareness Week: Plan, Protect, Preserve
Why is there such a thing as a National Estate Planning Awareness Week? Estate planning is more important than you might think! If you die
MARKET REVIEW: 3Q 2024
With signs of inflation moderating and a labor market easing, the Federal Reserve lowered rates in September after over a year of maintaining rates at
