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November 6, 2025

As we head into the final weeks of 2025, it’s a great time to pause and make sure your financial plan is on track.

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Pattern recognition is an important part of investing. Although history rarely repeats itself perfectly, it often rhymes.

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

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

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

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

SECURE 2.0, the looming sunset of the Tax Cuts and Jobs Act (TCJA) tax provisions, and the Washington state capital gains tax are a perfect