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economics

A tide in the affairs of men

Submitted by Fulcrum Wealth Advisors on June 1st, 2018

June 2018

 

By: Jonathan V. Bever

Tags:
  • Currency
  • economics
  • Financial Advisor
  • Wealth Management
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Global Perspective: Japan

Submitted by Fulcrum Wealth Advisors on March 16th, 2018

By Jonathan V. Bever


Having recently joined Fulcrum Wealth Advisors (FWA), I have settled into my role as research analyst and portfolio manager quite well. As part of FWA’s on-going commitment to providing our clients with the best ideas from around the world, our travel schedule has been filled.

Tags:
  • economics
  • equity research
  • fixed income research
  • research
  • Retirement Planning
  • Read more

A Return To Volatility

Submitted by Fulcrum Wealth Advisors on March 5th, 2018

By Jonathan V. Bever

This February we have seen the return of volatility in the stock markets.   Believe it or not shorting the VIX or shorting volatility has been a popular trade for a few years.  Anyone with long term investment experience knows that sooner or later market fluctuations will begin again; this February it certainly has.

Tags:
  • economics
  • Financial Advisor
  • Retirement Planning
  • Savings
  • Wealth Management
  • Read more

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Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Fulcrum Wealth Advisors, LLC is a state of Washington Registered Investment Advisory firm. Cetera is under separate ownership from any other named entity. Investment Advisory services are offered through Fulcrum Wealth Advisors, LLC.  Fulcrum Wealth Advisors, LLC is a registered Investment Advisor in the State of Washington.

10900 NE 8th St. Suite 1000, Bellevue, Washington 98004 United States

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