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Making A Difference
We are very happy to have been included in the Puget Sound Business Journal’s 2024 Corporate Philanthropists List as one of the top 25 small category companies in the Puget Sound Region. This is the sixth year in a row Fulcrum has made the list and this year we’re in
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BIG ON OUR COMMUNITY
A commitment to the betterment of our community is one of Fulcrum’s values. Each year, we donate 10% of our profits to charity. A portion
TEAM SPOTLIGHT – Adam Hicks
Adam Hicks is an associate advisor and important part of our amazing Fulcrum team. He’s a whiz with our financial planning software and works with
MARKET REVIEW: 1Q 2024
Late 2023 optimism around an immediate Fed “pivot” was tempered in the new year as pockets of stickier inflation and a robust economy led the
The Good, the Bad, and the Ugly
SECURE 2.0, the looming sunset of the Tax Cuts and Jobs Act (TCJA) tax provisions, and the Washington state capital gains tax are a perfect
TEAM SPOTLIGHT – Hans Krippaehne
Our incredible team members are a large part of what makes Fulcrum so special. One of those individuals is Hans Krippaehne, CFA, our Equity Strategist
Reality Check: Will the Economy Continue to Defy Expectations in 2024?
How did so many forecasters, economists, and investors get the 2023 recession forecast so wrong? Several factors contributed to surprising growth. Consumers continued to spend
