About Us   |   Commentary   |   Contact Us   |   Client Portal    330-454-6555

Welcome to the Beese Fulmer Wealth Management Commentary. Researched and written by Beese Fulmer experts, these articles unravel the mysteries and expertly guide investors with information and counsel honed over decades of experience. Visit often for more articles or subscribe to our RSS feed below.

RSSSubscribe to the Beese Fulmer Wealth Management Commentary »

  • Ask the Investor: Is United Community Financial well positioned for growth after the acquisition of Premier Bank & Trust (a.k.a. Ohio Legacy)?

    By: Ryan T. Fulmer
    Sunday, April 2, 2017

    Last September, Ohio Legacy Corporation, the bank holding company for Premier Bank & Trust, was purchased by United Community Financial (UCFC), headquartered in Youngstown, Ohio but with a wide geographic footprint that includes branches and loan production offices in Sandusky, Pittsburgh, and Columbus.

  • Ask the Investor: Should I Invest in Bitcoin?

    By: Ryan T. Fulmer
    Sunday, December 3, 2017
    Occasionally throughout history asset bubbles occur. The easiest two to remember would be the housing bubble (2000-2009) and the technology bubble (1990-2000), which both resulted in meteoric rises in investments that were irrational and subsequently collapsed.
    Bubbles are not a new phenomenon.
     
  • Ask the Investor: “This week the stock market has been a rollercoaster, should investors be worried?”

    By: Ryan T. Fulmer
    Sunday, February 11, 2018

    The stock market has been a rollercoaster ride with the Dow Jones reflecting several declines of 1,000 points with surges to positive in the same day!

    The week of February 5 has been a great example of how uncertainty and emotion can derail your long-term goals.

     

  • Ask the Investor: Are restaurant stocks a good investment?

    By: Ryan Fulmer
    Sunday, February 4, 2018

    Often as I have been driving around town, I wonder how all of these restaurants survive! Everywhere you look there are new restaurants in Stark County.  However, it does not matter whether the restaurant is new or old because there will be a 6o minute wait.

  • Ask the Investor: Is Amazon a company I should invest in?

    By: Ryan Fulmer, Vice President
    Monday, July 3, 2017

    In the dot-com stock market bubble one of my friend’s fathers used to ask me, “What does your father, Denny (Beese Fulmer’s co-founder), think of Lucent Technologies?” In the 1990’s Lucent was a high-flying stock that many retail investors chased, but ultimately were disappointed in when the stock price crashed.

  • Young People and Capitalism

    By: Lynn Hamilton
    Wednesday, July 5, 2017

    Recently the Wall Street Journal published an interesting article: “Why Do the Young Reject Capitalism?” Young being defined as people aged 18 to 29.  Harvard’s Institute of Politics has conducted a survey that indicates more than half of young Americans do not support capitalism.  One-third support socialism. 

  • Governments Deep in Debt, the American Consumer…. Not so Much

    By: Denny Fulmer, CFA
    Wednesday, July 5, 2017

    As we go to press, it looks as if the state of Illinois will avoid their bonds being downgraded to non-investment grade or “junk” bonds. Chicago bonds are already in the junk category and Chicago Public School debt is ranked even lower.  

  • Let the Good Times Roll(over) ???

    By: Nicholas Perini, CFA
    Wednesday, July 5, 2017

    The first half of 2017 has been a good one for both stocks and bonds. While the second quarter wasn’t as good as the first for stocks, it was still positive and added to the year-to-date return. 

  • Sherwin-Williams’ stock price keeps hitting new highs. Is it time to sell?

    By: Ryan Fulmer
    Sunday, May 7, 2017

    It’s true! Sherwin-Williams’ stock price has been on a roar for several years--outpacing the broad stock market and industry peers by a wide margin. If you had invested $100 in Sherwin-Williams in 2011, it would now be worth around $325--versus $250 for the S&P 500 and $200 for industry peers.

  • Canton Repository: How has Diebold changed since the purchase of Wincor Nixdorf in 2015?

    By: Ryan Fulmer
    Monday, March 6, 2017

    In late 2015, Diebold submitted a takeover offer to Wincor Nixdorf shareholders. The offer represented a combination of cash and stock and was a 35% premium to the previous day’s stock price.

Pages

The Beese Fulmer FREE Wealth Profile

Our WEALTH PROFILE helps us gather the type of information we've found essential in establishing who you are…where you want to go…and how you want to get there.
  • We start with basic background information about your assets and objectives.
  • Then we define your goals for the portfolio and what we call your Investment Psychology (conservative, moderate, or aggressive? patient or reactive? hold-and-grow or make withdrawals?).
  • We determine your attitudes and behaviors concerning the market, a meaningful guide to your favored portfolio philosophy.
  • The final section characterizes your personality in general terms and relating to finances.
Before proceeding, think about your total wealth; not just your investments, but your real estate, bank accounts, business assets, and insurance. These are all part of your total wealth picture.

While we specialize in the investment piece, we will take other assets into account in order to build a portfolio that best complements these assets.

Click below to schedule
your FREE personalized Wealth Profile. 

 
Read Our Most
Recent Articles
  • Is Your Bank Trust Department Costing You Millions?
    Friday, February 16, 2018

    Is Your Bank Trust Department Costing You Millions?

    The hallowed walls of a bank trust department may seem intimidating to many clients.

    Maybe the bank was hired by your parents or grandparents to manage the family assets. Alternatively, maybe the bank was recommended by your attorney after you came into a substantial sum of money.

© 2018 Beese Fulmer Private Wealth Management  |  Privacy Policy  |  About Us  |  Commentary  |   Contact Us  |  Terms  |  330-454-6555