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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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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,
Stay the Course but be Willing to Adjust Your Sails
When it comes to investing, market volatility can cause fear so strong that even basic training in the risk-reduction, return-enhancing benefits of diversification is forgotten
MARKET REVIEW: 3Q 2023
Stocks started off the third quarter on a positive note, as inflation in the US continued to decelerate and underlying indicators of economic growth held
Update from our Scholar
The report from Hawi Kadir, our scholarship recipient, on her freshman year at UW provides insight into the impact that CSF is having on students.
MARKET REVIEW: 2Q 2023
With both the banking and debt ceiling crises averted, and encouraging economic data suggesting a strong US economy, stocks experienced strong growth over the second
An Advisor You Can Trust
When it comes to your financial wellness, selecting an advisor that you can trust is one of the most important – and daunting – decisions
