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Your Money Personality Has a Question for You
We’re pleased to welcome Mikelann Valterra, MA, AFC®, as a guest contributor to our blog. In this post, Mikelann shares why understanding your core money motivation can be a powerful tool for making clearer, more confident financial decisions. We’re delighted to share her insights with you.
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Update from our Scholar
The report from Hawi Kadir, our scholarship recipient, on her freshman year at UW provides insight into the impact that CSF is having on students.
MARKET REVIEW: 2Q 2023
With both the banking and debt ceiling crises averted, and encouraging economic data suggesting a strong US economy, stocks experienced strong growth over the second
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
