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Beyond the Hype: Understanding Blockchain Impact
Over the last decade, few topics have generated as much hype as cryptocurrencies. While these “stores of value” are often dominated by large price swings and wild speculation, blockchain, the underlying digital innovation, has utility across a wide spectrum of applications.
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MARKET REVIEW: 1Q 2026
Global markets began the year continuing many trends from 2025: foreign stocks outperforming US stocks, the US dollar falling and interest rates trading in a
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
TEAM SPOTLIGHT – David Limoges
Meet David Limoges, Associate Wealth Manager, certified Taekwondo and Kyokushin Karate black belt, and cat uncle of two.
2026 Outlook: Tempered Expectations, Continued Opportunities
2025 was a tumultuous year, but returns across financial markets were surprisingly strong. As we enter 2026, performance expectations across stock and bond markets are
MARKET REVIEW: 4Q 2025
The fourth quarter topped off an impressive year in financial markets with both stocks and bonds moving higher. Such positive results were juxtaposed with what
Ringing in the Holidays with Fulcrum
The holiday season holds a special place in the hearts of many, offering a cherished opportunity to gather with friends and family.
