Blog | FulcrumWealthAdvisor

Why the Fed Pivot is Metaphorically Immediate and Not a Process

Jonathan V. Bever

5 min read

Why the Fed Pivot is Metaphorically Immediate and Not a Process

One Page: One Piece of the puzzle #3. Federal Fund Rates “The term federal funds rate refers to the target interest rate set by the...

Tax Returns and Retirement Financial Planning

Steven J. Rosenthal, CPA, CFP, JD

2 min read

Tax Update

Tax Returns and Retirement Financial Planning

Tax returns are essential for developing a retirement plan, especially at or near retirement years. A tax return can provide clues to...

Steven J. Rosenthal, CPA, CFP, JD

2 min read

Tax Update

Roth IRA Conversion Tax Considerations

The strategy of making regular Roth IRA conversions should be considered by persons with pre-tax retirement assets. When a Roth...

Capital Gains Income Exclusions on the Sale of a Principal Residence

Steven J. Rosenthal, CPA, CFP, JD

2 min read

Tax Update

Capital Gains Income Exclusions on the Sale of a Principal Residence

Many persons approaching retirement own real estate that has appreciated significantly over time. If the real estate is used as a...

This fall, a final decision is due on your retirement plan–“Go / No Go”& Lumpsum vs. Monthly Pension

James S. Falcone

3 min read

Boeing Retirement

This fall, a final decision is due on your retirement plan–“Go / No Go”& Lumpsum vs. Monthly Pension

Executive Brief: An essential financial decision that needs to be taken by you before Nov 30, 2022, may affect your post-retirement...

Inflationary Gap Getting the Genie Back in the Economic Bottle: Resetting GDP

Jonathan V. Bever

4 min read

Economic Update

Inflationary Gap Getting the Genie Back in the Economic Bottle: Resetting GDP

Our topic will be the economic term "the inflationary gap." First, we will attempt to unpack this quote from Investopedia: An...

Ways to Increase Your Savings with Efficient Retirement Planning

Fulcrum Wealth Advisors

5 min read

Ways to Increase Your Savings with Efficient Retirement Planning

Efficient retirement planning strategies are vital for preserving your capital and ensuring you generate adequate savings. Your spending...

The Tax Implications of Investing in Foreign Securities

Steven J. Rosenthal, CPA, CFP, JD

3 min read

Tax Update

The Tax Implications of Investing in Foreign Securities

U.S. investors may increase the diversity of their portfolios by investing in foreign securities but should be aware that these investments

Jonathan V. Bever

3 min read

Economic Update

One-page: One-Piece of the Puzzle

While today’s headline CPI number is painfully high at 9.1%*. We want to point out this is a lagging indicator.

Steven J. Rosenthal, CPA, CFP, JD

2 min read

Tax Update

Washington Estate Tax Planning

Learn how the Washington estate tax can affect families seeking to pass assets to their heirs.

A Return of the Bull 3: The Fed Has Very Little Room to Raise Rates

Jonathan V. Bever

9 min read

Economic Update

A Return of the Bull 3: The Fed Has Very Little Room to Raise Rates

The inflation which looks crippling will roll over; when it does, it will be fast and furious. This blog covers Fulcrum's current thesis.

Steven J. Rosenthal, CPA, CFP, JD

2 min read

Tax Update

Cryptocurrency Tax Reporting Issues

Cryptocurrency tax reporting has created confusion for some taxpayers eager to invest in this asset class. Here's what you need to know.

The Case for Roth IRA Conversions in a Volatile Market

Steven J. Rosenthal, CPA, CFP, JD

2 min read

Tax Update

The Case for Roth IRA Conversions in a Volatile Market

Roth IRA accounts are desirable retirement savings vehicles for many retirees. If you haven't yet made the conversion, now may be the time.

Active vs. Passive Asset Management—What’s the Difference?

Fulcrum Wealth Advisors

3 min read

Business

Active vs. Passive Asset Management—What’s the Difference?

Active and passive asset management strategies are different in terms of risks, returns, flexibility, and more. Which is right for you?

Understanding Mergers and Acquisition Planning

Fulcrum Wealth Advisors

4 min read

Business

Understanding Mergers and Acquisition Planning

Read about mergers and acquisitions, why they happen, and the five step planning process.

Retirement Planning Under SECURE Act 2.0

Steven J. Rosenthal, CPA, CFP, JD

2 min read

Tax Update

Retirement Planning Under SECURE Act 2.0

On March 29, 2022, the U.S. House of Representatives approved the Securing a Strong Retirement Act of 2022, also known as SECURE Act 2.0.

Jonathan V. Bever

9 min read

Economic Update

A Return of the Bull: Blog II

Investors ask what we expect the market to look like in the coming 12 months. This blog is our thinking behind this thesis.

What Is A Fiduciary Financial Advisor And Why Do You Need One?

Fulcrum Wealth Advisors

4 min read

What Is A Fiduciary Financial Advisor And Why Do You Need One?

Wondering what a fiduciary is? Read this article to find out why you need one and how Fulcrum Wealth Advisors can help.

Jonathan V. Bever

10 min read

Economic Update

China: part 1

Labor Inflation: Exported Baltic Dry Index: Unyielding debt limits: This is going to be a longer blog than usual; we are going to break...

Why Cash Flow is More Important than Profits

Fulcrum Wealth Advisors

4 min read

Business

Why Cash Flow is More Important than Profits

Many equate the success of a company to its reported profits. While profits are good, they do not represent the financial standing of any...