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TEAM SPOTLIGHT – Michelle Mathieu
At Fulcrum, we are particularly proud of our amazing Leadership Team. Today, we’re highlighting one of those members, Michelle Mathieu, CEO and CIO. What else is there to know about Michelle beyond her incredible contributions to Fulcrum, unwavering community advocacy, investment thought leadership, and amazing client relationships? Keep reading to
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YEAR-END PLANNING TACTICS THAT COULD REDUCE YOUR TAX BILL
Each year as we approach December, we review expectations for the coming year and outline planning strategies that may be beneficial to implement by year-end.
FULCRUM GROWTH CONTINUES
Fulcrum recently received the news that we have, once again, been included in the Puget Sound Business Journal’s list of the 100 Fastest-Growing Private Companies
MARKET REVIEW: 3Q 2020
The global economic recovery started to cool in the third quarter as fiscal stimulus lapsed and second waves of the virus hit Europe and the
DECISION 2020: POTENTIAL OUTCOMES
We see three likely scenarios coming out of the U.S. elections this fall: business as usual, a Democratic sweep, and rival parties in control of
FULCRUM GIVES BACK
Fulcrum is honored to be included for the second year in a row in the Puget Sound Business Journal’s list of top corporate philanthropists in
TOP REGISTERED INVESTMENT ADVISERS
We are pleased to be included in the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
