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TEAM SPOTLIGHT – Carolyn Wittmann-Todd
Check out our latest Team Spotlight to get to know one of our newest members, Carolyn Wittmann-Todd.
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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

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

MARKET REVIEW: 4Q 2023
Despite crosscurrents in the US economy, 2023 was a year marked by stubborn resilience: a strong consumer willing to spend on the back of real