Fulcrum Equity Management (“Fulcrum”), a leader in providing FinTech and Investment Solutions, recently announced the launch of their new customizable Turnkey Asset Management Platform (TAMP) – Fulcrum Advisor Portal. Finally, …

RIA Weekly Update – Key Events and Publications War, Inflation, and Markets Investors appear to be refocusing on pre-war concerns about economic fundamentals—but finding that this horrific conflict has exacerbated …

The Supply-Led Inflation Challenge The Fed could end up playing checkers while the economy is playing chess — with potentially worldwide consequences. When year-over-year inflation hits 7.5%, it’s understandable that …

January Recap: The Economy: Strong numbers continue to print as the US economy expands. Quarter over quarter GDP growth was significantly higher than expected for December (6.9% actual vs 55% …

In our latest update, we provide an update and some perspective on the recent market volatility. Regards, CHURCHILL MANAGEMENT GROUP Source: Churchill Management Group info@churchillmanagement.com ** This report is meant …

behavioral ADVISOR Nobody Can See the Future It’s that time again where everyone is offering their views on the upcoming year, with market commentary and outlooks. Last year’s results, data …

The Backdrop: A Quick Summary Omicron: The recent rise of the COVID-19 Omicron variant poses a potential threat to economic growth, with the possibility of slowing labor market participation and …

behavioral ADVISOR How to Avoid Overreacting to Taxes With the sharp market rebound, investors may find sizeable gains and tax consequences in their portfolios. Few things generate a more emotional …

The Halloween Effect In our previous commentary, we discussed the well known seasonal adage known as “Sell in May and Go Away.” The corollary to that is the “Halloween Effect,” …

Markets recovered quickly and nicely from the pullback in September. All of the major indices saw big gains ranging from 4% to 7% since October 1. As a result of …