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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 our lead advisors to help ensure Fulcrum’s clients have peace of mind regarding their finances. He’s also quite the outdoors fanatic and an avid runner.
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MATHIEU NAMED TO FORBES’ BEST ADVISORS LIST
Fulcrum is proud to announce that Michelle Mathieu has been recognized in the April 7, 2022, Forbes Best-in-State Private Wealth Advisors list, compiled by SHOOK
MARKET REVIEW: 1Q 2022
After an extraordinary 2021, the first quarter of 2022 has been challenging for financial markets. Anxieties over the Russian invasion of Ukraine and the prospect
WELL, WE’RE WAITING…
Unfortunately, determining what taxes will be in effect as we head into 2023 is still analogous to nailing jello to a tree or pushing string.
The Party is Over
Heading into 2022, the story shifted toward the challenging combination of inflation and the Covid-19 Omicron variant.
MARKET REVIEW: 4Q 2021
The volatility of risk assets such as stocks intensified in late November with the emergence of the COVID-19 Omicron variant.
The art of giving
The giving aspect of the holidays is part of what makes this such a special time of year. The act of giving – whether charitable
