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Time to Reassess Your 401(k)? Consider the Mega Roth Conversion
Happy 401(k) Day! This day is a great reminder to ensure your retirement savings are on track. While you may have your plan in set-it and forget-it mode, making the maximum contributions and having them automatically invested, it is important to occasionally review and update your strategy. Consider rebalancing your
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THE ROAD TO RECOVERY
As we look out across the global investment landscape, we expect most stock markets will end 2021 modestly higher, fueled by low interest rates, additional
MARKET REVIEW: 4Q 2020
The year 2020 will be remembered as a year like no other. Not since World War II has the entire global population been impacted in
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
