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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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An Advisor You Can Trust
When it comes to your financial wellness, selecting an advisor that you can trust is one of the most important – and daunting – decisions

MARKET REVIEW: 1Q 2023
The recession fears that gripped investors for much of 2022 seemed to recede and although that risk remains on the horizon, short-term optimism has helped

FULCRUM CEO NAMED TO FORBES’ TOP WOMEN ADVISORS LIST
Fulcrum is proud to announce that, once again, Michelle Mathieu has been recognized in the Forbes Top Women Wealth Advisors Best in State list, compiled

Remembering Bob Kuehn
Bob’s investment career spanned five decades, and several of us had the great fortune to invest by his side for more than 25 years. He

A Persistent Hangover
We enter 2023 reeling from the worst investment conditions in generations which were precipitated by the high cost of three wars: the Russian invasion of

MARKET REVIEW: 4Q 2022
Like most investors, we were relieved to see 2022 end on a positive note. After two consecutive quarters of negative real US GDP growth, the