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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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MARKET REVIEW: 3Q 2022
After staging a significant rally at the beginning of the quarter, stocks rolled over and continued on the downward trajectory that started back in January.
A College Savings Primer
With all of these savings methods, it’s best to start saving early – preferably as soon as the child is born or adopted. Time is
MARKET REVIEW: 2Q 2022
Financial markets remained volatile in the second quarter, making the first half of this year one of the most difficult in over 50 years.
Summer in the city
June started off as one of the rainiest on record in the Puget Sound region, leaving us wondering if we’d ever see summer.
Guidance in turbulent times
A good advisor is a resource during challenging times and helps both by planning in advance, so you’re prepared for market shocks, and by providing
Giving back to the community
We’re honored to share that Fulcrum has been named to the Puget Sound Business Journal’s list of top corporate philanthropists in the region for the
