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What We’re Reading This Summer
With summer in full swing, our team is working its way through our summer reading list. If you need recommendations, you’ve come to the right place.
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MARKET REVIEW: 2Q 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

Financial Tips for Recent College Graduates
As a recent college graduate, taking control of your finances is one of the most important steps you can take toward building a great future.

Decision 2024: History Often Rhymes
Pattern recognition is an important part of investing. Although history rarely repeats itself perfectly, it often rhymes.

Making A Difference
We are very happy to have been included in the Puget Sound Business Journal’s 2024 Corporate Philanthropists List as one of the top 25 small

BIG ON OUR COMMUNITY
A commitment to the betterment of our community is one of Fulcrum’s values. Each year, we donate 10% of our profits to charity. A portion

TEAM SPOTLIGHT – Adam Hicks
Adam Hicks is an associate advisor and important part of our amazing Fulcrum team. He’s a whiz with our financial planning software and works with