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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.
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FULCRUM CEO NAMED TO FORBES’ TOP WOMEN ADVISORS LIST
Fulcrum is proud to announce that, once again, Michelle Mathieu has been recognized in the Forbes Top Women Wealth Advisors Best in State list, compiled

Remembering Bob Kuehn
Bob’s investment career spanned five decades, and several of us had the great fortune to invest by his side for more than 25 years. He

A Persistent Hangover
We enter 2023 reeling from the worst investment conditions in generations which were precipitated by the high cost of three wars: the Russian invasion of

MARKET REVIEW: 4Q 2022
Like most investors, we were relieved to see 2022 end on a positive note. After two consecutive quarters of negative real US GDP growth, the

Supporting Scholars
We are honored to help provide a local student with the opportunity to study for and build a career, and we hope they will be

MARKET REVIEW: 3Q 2022
After staging a significant rally at the beginning of the quarter, stocks rolled over and continued on the downward trajectory that started back in January.