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Home » Authors » Sarah Carlson

Sarah Carlson

Sarah Carlson is the owner and founder of Fulcrum Financial Group, of Spokane. She can be reached at 509.747.2075.

Articles

ARTICLES

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Loss aversion can undermine experienced investors

Planning, discipline help overcome emotional nature of market swings
August 14, 2025
Sarah Carlson

Even seasoned business professionals—those well-versed in risk, strategy, and decision-making—are not immune to a quiet but powerful behavioral bias: loss aversion. 


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Strategic giving can maximize impact

Well-planned philanthropy offers significant tax benefits
July 31, 2025
Sarah Carlson

Charitable giving is more than generosity—it's a strategy.


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Standing up for values demonstrates strength

Perseverance helps build courage, confidence
June 6, 2024
Sarah Carlson

Spokane business owner Sarah Carlson says victories are satisfying, but it is through our mistakes that we gain profound insight and build our confidence.


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Note to younger self: Prioritize integrity, self-care

November 22, 2023
Sarah Carlson

Mother of four observes young adults have similar challenges she has faced.


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Conduct financial 'fire drill' to test retirement plan

Disasters underscore importance of ensuring income expectations
September 28, 2023
Sarah Carlson
Here in the Inland Northwest, we are recovering from our fire season. Many community members were displaced, and some lost their homes in the Gray and Oregon Road wildfires. What would your life be like if you
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Try to reimagine retirement, embrace next life stage

Healthy aging doesn't call for abandoning work life
August 17, 2023
Sarah Carlson
Retirement has recently undergone a remarkable transformation. Gone are the days when retirement was synonymous with withdrawal from the workforce for a life of leisure. Today, retirement represents an opportunity for individuals to leverage their
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Don't let fear of recession advance to depression

Best way to cope is to respond, not react
August 3, 2023
Sarah Carlson
Are we in a recession or depression? In the last two years, news outlets have said we are two months away from a recession. That kind of negative forecasting has sent more people to revisit what they went through in their last recession and how difficult
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Facing market fears starts with admitting they exist

Downturn can provide some opportunities for portfolio adjustments
June 16, 2022
Sarah Carlson
Are you fearful of looking at your financial statements this month? You are not alone. Market pullbacks are never comfortable. We have so much to feel wrong about: crushing inflation, the war in Ukraine, school shootings, and more. Suddenly, your
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Women are urged to take seat at table for change

Spokane area said more welcoming than others
June 2, 2022
Sarah Carlson
This female is moving toward change. Spokane has gone through a lot of change during the pandemic, and it's easy to get caught up in all the uncertainty, from inflation to global conflict and instability.
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Financial conditions call for thoughtful reaction

Investors shouldn't confuse courage, recklessness
March 10, 2022
Sarah Carlson
This year has opened with a bang, with so much challenging news between inflation and the economic drama, a worldwide pandemic, and now, a war in Ukraine. None of us can escape the updates on negative news. Investors are currently on a wild ride watching
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