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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. With that cheerful spirit in mind, we’re sharing the fun and festive ways the Fulcrum team brings the holiday season to life and what makes it truly special!
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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
MARKET REVIEW: 4Q 2023
Despite crosscurrents in the US economy, 2023 was a year marked by stubborn resilience: a strong consumer willing to spend on the back of real
Tax-efficient giving comes with specific guidelines
With the holidays and end-of-year deadlines, charitable giving is top of mind for many people. Cash is generally the least tax-efficient method of making charitable
TEAM SPOTLIGHT – Di Thigpen-Shankles
Many of you may know Di as your incredibly efficient and capable Client Service Associate who makes sure money is transferred when you request it,
Stay the Course but be Willing to Adjust Your Sails
When it comes to investing, market volatility can cause fear so strong that even basic training in the risk-reduction, return-enhancing benefits of diversification is forgotten
MARKET REVIEW: 3Q 2023
Stocks started off the third quarter on a positive note, as inflation in the US continued to decelerate and underlying indicators of economic growth held
