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,...
Not All Recessions Are Created Equal
MINT HILL, NC - What is the dreaded word that is constantly being talked about lately? If you guessed “recession” that’s correct. Investors are...
Impact Of Inflation And Taxes On A Fixed Rate
MINT HILL, NC - With all of this market volatility have you thought to yourself, “maybe I should shelter my money in a safe,...
Market Environment
MINT HILL, NC - I wrote this article so you can get a sense of what we are thinking at Fulcrum about the market. ...