It's a big day at Fulcrum as we celebrate two 5-year anniversaries! A special thank you to Leanne Fenton and Jenna Busick for 5 years of hard work, generosity, and contagious enthusiasm. Join us in congratulating Leanne and Jenna!
Staying focused amidst uncertainty can help you reach your future financial goals.
Wondering how elections influence market behavior? This U.S. Election Guide explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays.
We will be addressing this information and your questions during our "A View From Washington: The Election & The Markets" event on October 8th.
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It's National Voter Registration Day! Are you registered? Follow the link for more info and resources.
https://nationalvoterregistrationday.org/
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National Voter Registration Day
A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track.
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Tomorrow’s success starts with today’s planning
A Greek word used by the Roman stoic philosopher Seneca, euthymia is a state of mind that produces tranquility. At Fulcrum, we strive to guide our clients, by developing a plan and helping them stick to it.
“Love one another. We don't need more instructions; we need more examples.”
Put stock market conditions into perspective within a portfolio. In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposals. Watch on our website via the link below.
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Ameriprise Advisor
Happy birthday to Reno-based Office Manager and all around amazing team member, Jenna Busick! Here are just a few of Jenna's admirable qualities shared by her Fulcrum family.
Has the pandemic caused you to overspend online? Strategies like "setting a “cool off” period after you’ve spotted something you feel you need or want" may help.
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Shopping too much online? Here's how to cut back
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress. www.fulcrumwealthmanagementgroup.com
Our virtual event is today! Join us at 11am PT/Noon MT for "A View from Washington: The Election & The Markets" with special guest Libby Cantrill, Managing Director and Head of Public Policy with PIMCO.
https://www.ameripriseadvisors.com/team/fulcrum-wealth-management-group/events/
‘Tis the season of giving! Fulcrum has teamed up with several organizations to raise money and collect non-perishable food items for those in need. If you'd like to contribute, you can drop off your food donation at any of our locations during normal business hours or the cash donation links will be live thru December 4th!
Idaho Food Bank: https://idahofoodbank.org/fulcrumwealthmanagementgroup/
Second Harvest (Tri-Cities): https://charity.gofundme.com/o/en/campaign/fulcrum-wealth-management-group-food-drive1
Clark County Food Bank: https://www.clarkcountyfoodbank.org/fulcrum-wealth-management-group-food-fund-drive
Food Bank of Northern Nevada: https://fbnn.org/FulcrumWealthManagementGroup/
Please join us in welcoming our newest member of the team, Antonio Smith, CFP®! Antonio is a Paraplanner based in the Boise office.
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
Wishing you a safe, fun and spooky Halloween!
The October Fulcrum Market Update has been posted. This month we've unpacked the good and bad news of the economy and how it can impact the markets.
https://www.ameripriseadvisors.com/team/fulcrum-wealth-management-group/resources/
Didn't quite capture all the costumes, but the Fulcrum Family celebrated Halloween together virtually last night and it was a lot of fun! How do you plan to celebrate safely this weekend?
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
With the recent headlines, our virtual event this week promises to be timely and informative content. For more information and to add the event to your calendar, visit our website: https://www.ameripriseadvisors.com/team/fulcrum-wealth-management-group/events/
While our team kickoff meetings look a little different this year (virtual), we are thankful for the time spent together this week planning how to best serve our clients. Our theme for 2021 is "A Better Year, A Better You" and we are excited for what's in store. Thank you for your continued trust in us.
Join us next week for our next virtual event! In this presentation we’ll explore today’s financial environment with an eye on future trends and opportunities. For more information, visit our website:
https://www.ameripriseadvisors.com/team/fulcrum-wealth-management-group/events/
Our job as a financial advisor is about more than money – it’s about helping people like you reach their goals. At Fulcrum Wealth Management Group, we also strive to make clients feel they are part of our family. www.fulcrumwealthmanagementgroup.com
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season!
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Important upcoming retirement account and tax filing dates
