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Safeguarding Your Legacy
September is National Preparedness Month – a reminder to evaluate your insurance coverage, estate planning strategies, and overall risk preparedness to ensure you, your family, and your legacy are prepared and protected.
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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
MARKET REVIEW: 1Q 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
The Good, the Bad, and the Ugly
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
TEAM SPOTLIGHT – Hans Krippaehne
Our incredible team members are a large part of what makes Fulcrum so special. One of those individuals is Hans Krippaehne, CFA, our Equity Strategist
Reality Check: Will the Economy Continue to Defy Expectations in 2024?
How did so many forecasters, economists, and investors get the 2023 recession forecast so wrong? Several factors contributed to surprising growth. Consumers continued to spend
