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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.

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  • Introduction of the Beese Fulmer Community Impact Policy

    By: Beese Fulmer
    Wednesday, May 1, 2013
  • 3Q12 Investment Outlook: The Core of the Matter

    By: Beese Fulmer
    Monday, October 15, 2012

    The third quarter was another good one for stock market investors. So far this year, May has been the only negative month for equities. The S&P 500 Stock Index, the most widely tracked stock benchmark among investment professionals, enjoyed a total return of 6.35% during the third quarter and gained an impressive 16.4% through September. The S&P 500 is a capitalization-weighted index, meaning that a company’s weight in the index is the result of its stock price times its number of shares outstanding. 

  • 2Q12 Investment Outlook: What Gives?

    By: Beese Fulmer
    Thursday, July 12, 2012

    Despite a somewhat weak second quarter, stocks ended June with the lion’s share of their first-quarter gains. As you can see, the S&P 500 Stock Index declined by 2.75% in the three months ending June, but we enter July with a very healthy 9.48% total return. For the Dow Jones Industrials, the loss of 1.84% leaves the 30-stock benchmark with a 6.82% first-half return.

  • 1Q12 Investment Outlook: The Game of Risk

    By: Beese Fulmer
    Thursday, April 12, 2012

    Although 2011 was definitely a “risk-off” year, 2012 has commenced with an emphatic “risk-on” attitude. As you may recall, the S&P 500 Index returned just 2.1% last year, and the best- performing sector of the benchmark was the normally-moribund Utilities component, which lit up the other nine sectors with a 19.9% return. 


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  • We start with basic background information about your assets and objectives.
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  • The final section characterizes your personality in general terms and relating to finances.
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  • Ask the Investor Question: "Who is Warren Buffett and why do investors follow him so closely?"
    Sunday, March 4, 2018

    For over 50 years the 85-year-old billionaire investor and CEO of Berkshire Hathaway, Warren Buffett, has generated wealth for his investors at nearly twice the annual rate of the S&P 500. To many, this has earned him the title “The Oracle of Omaha.” 

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