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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.
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National Estate Planning Awareness Week: Plan, Protect, Preserve
Why is there such a thing as a National Estate Planning Awareness Week? Estate planning is more important than you might think! If you die
MARKET REVIEW: 3Q 2024
With signs of inflation moderating and a labor market easing, the Federal Reserve lowered rates in September after over a year of maintaining rates at
Gridlock Matters: Investment Implications of Election Outcomes
Over the summer of 2024, the political landscape changed dramatically when President Joe Biden decided to drop his reelection campaign and endorse current Vice President,
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
Holistic Wealth Management with a Fjaka Touch
Many of us have experienced those moments when the constant demands on our time and attention get to be too much and we want to
TEAM SPOTLIGHT – Michelle Mathieu
At Fulcrum, we are particularly proud of our amazing Leadership Team. Today, we’re highlighting one of those members, Michelle Mathieu, CEO and CIO.
