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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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MATHIEU NAMED TO FORBES’ BEST ADVISORS LIST
Fulcrum is proud to announce that Michelle Mathieu has been recognized in the April 7, 2022, Forbes Best-in-State Private Wealth Advisors list, compiled by SHOOK
MARKET REVIEW: 1Q 2022
After an extraordinary 2021, the first quarter of 2022 has been challenging for financial markets. Anxieties over the Russian invasion of Ukraine and the prospect
WELL, WE’RE WAITING…
Unfortunately, determining what taxes will be in effect as we head into 2023 is still analogous to nailing jello to a tree or pushing string.
The Party is Over
Heading into 2022, the story shifted toward the challenging combination of inflation and the Covid-19 Omicron variant.
MARKET REVIEW: 4Q 2021
The volatility of risk assets such as stocks intensified in late November with the emergence of the COVID-19 Omicron variant.
The art of giving
The giving aspect of the holidays is part of what makes this such a special time of year. The act of giving – whether charitable
