Blog

MARKET REVIEW: 1Q 2025
After a post-election rally late in 2024, the S&P 500 reserved course and touched correction territory in the new year. The fear of potential consequences drove the S&P 500’s dramatic decline of over 10% between February 19 and March 13, one of the fastest market corrections in the past century.
Search our blog
Explore by category

The tide is high
The most common question we are asked these days is about the implications of impending inflation. Supply constraints, inventory backlog, shipping bottlenecks, flooded consumer and

MARKET REVIEW: 1Q 2021
We have seen notable progress in the global battle against COVID-19. It appears that we may have turned the corner and that the worst is

Summer escapes
Here, the Fulcrum team shares some of the spots we plan to travel to when we are, once again, free to fly about the world.

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.