Tuesday, December 20, 2022

Financial Planning Fundamentals

MINT HILL, NC - Last week’s article was about goal-based planning.  This week I want to continue the conversation about financial planning and how...

Goals-Based Investing – Placing You Back In The Driver’s Seat

MINT HILL, NC - With this article I want to focus on how important the planning process is to us at Fulcrum Wealth Advisors. ...

The Importance Of Behavioral Guidance

MINT HILL, NC - Have you heard of the word heuristics before?  What if I told you 95% of us use heuristics?  These are...

Confused About The Economy? It’s OK

MINT HILL, NC - Want to play a game?  Two truths and a lie…#1 – the current unemployment rate is 3.5%, which is the...

Investing Is Hard

MINT HILL, NC - The song “Nobody said it was easy” by Coldplay comes to my mind during times like these.  Investing may seem...

Will High Inflation Last Forever?

MINT HILL, NC - If there is one thing you should know about Fulcrum Wealth Advisors, it’s that the President, Christopher Kemper, likes to...

Charitable Gifting

MINT HILL, NC - At Fulcrum, we are advocates for making a difference within the community.  Charitable gifting enables you to make a positive,...

Featured articles

Ten Ideas For Last-Minute Local Holiday Shopping

MINT HILL, NC - It’s mid-December, and you’ve still got shopping to do.  No need to battle traffic and crowds at the big box...

Hanukkah: The Festival Of Lights

CHARLOTTE - Hanukkah is a Jewish holiday that lasts for eight days and nights starting on the 24th day of the month of Kislev...

First In Person Senior Citizens Christmas Party Since Pre-Pandemic A Huge Success

MINT HILL, NC - On Saturday, December 3, the Senior Citizens Christmas Party returned to Independence High School! Hosted by the Mint Hill Chamber of...

Celebrating The Season Of Light

CHARLOTTE - December is the darkest month of the year. First, we have the earliest sunset at the beginning of December; then, on December...

EWC Consulting: College Admission Guides

MINT HILL, NC - Preparing for college can be a stressful process, when in fact the journey should be one of the most exciting...