What’s My Year?
MINT HILL, NC - This weekend I helped my mother login to the social security website and check her benefit amounts because she will...
Did Someone Say Tax Time?
MINT HILL, NC - I’m not sure about you all, but at Fulcrum we have been heavily focused on tax season the past few...
Why Wealth Building Is Like Weight Training
MINT HILL, NC - How many of you reading this workout? Ok...me neither. That was supposed to be funny! This week I read a...
Quarterly Market Review
MINT HILL, NC - This week I wanted to do a recap of the first quarter of 2023. I think we can all agree...
April – Financial Literacy Month
MINT HILL, NC - If you didn’t know, April is Financial Literacy Month. The United States Senate designated it as this month back in...
Compelling Wealth Management Conversations – Part 1
MINT HILL, NC - What does “sound investing” mean to you? Our single greatest challenge is not managing our assets, but managing our emotions. ...
Compelling Wealth Management Conversations – Part 2
MINT HILL, NC - Last week’s article centered around “sound investing.” This week we will continue the conversation with a third concept – the...
Ready For What Happens
MINT HILL, NC - Do you often worry about having enough money to last throughout retirement? Most people don’t have “any idea” when asked...
Taking On The Challenges With Passion And Purpose
CHARLOTTE - Do you like thinking about getting older? Of course not! Even though we know our loved ones will age, sometimes it just...