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How to Access Capital as a Nonprofit: A Survival Guide
Have you ever noticed that money is hardest to get when you need it the most? For nonprofits, this challenge can be existential. While survival rates vary, financial stability—not mission effectiveness—is often the determining factor in a nonprofit’s longevity.
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Leading the Way: Women Educating and Inspiring the Future
March is Women’s History Month, a time to honor the women who have shaped our lives, careers, and communities. At Fulcrum, this celebration has special

Getting Ready For Tax Season
No one loves tax season; pulling together the forms and information is drudge work and not particularly fun. However, the sooner you start pulling everything

Navigating Wealth Together: Strategies for a Healthier Financial Relationship
Love and money are two of the most significant forces in any relationship, but they don’t always go hand in hand.

2025 Outlook: Familiar Themes, New Challenges
Bottom Line: We remain constructive but cautious for 2025. Policy risk, volatility, and elevated interest rates may test investors’ patience.

5 To-Dos for Financial Peace of Mind in 2025
“May all your troubles last as long as your New Year’s resolutions.”- Joey Adams
As suggested by the quote above, wholesale change made overnight

MARKET REVIEW: 4Q 2024
Investors started 2024 with high hopes, anticipating continued GDP growth, slowing inflation, a more accommodative Fed, and climbing corporate profitability in the year. 2024 largely