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MARKET REVIEW: 3Q 2025
In the third quarter, financial markets built on the momentum of the post-Liberation Day recovery. The fear that gripped markets in early Q2 quickly gave way to exuberance as the rally progressed.
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Time to Reassess Your 401(k)? Consider the Mega Roth Conversion
Happy 401(k) Day! This day is a great reminder to ensure your retirement savings are on track. While you may have your plan in set-it

Holistic Wealth Management with a Fjaka Touch
Many of us have experienced those moments when the constant demands on our time and attention get to be too much and we want to

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.

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.