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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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  • Ask the Investor: “I am unhappy with my 401(k) plan and am 60 years old. Is there anything I can do?

    By: Ryan T. Fulmer
    Friday, July 15, 2016

    Many individuals who participate in their company-sponsored 401(k) plan are unsatisfied. Reasons for dissatisfaction can range from how much the company contributes to the plan, to limited investment options, to high expense ratios (or cost).  

     

  • Will the Easy Money Train Ever Derail?

    By: Dennis Fulmer, CFA
    Friday, July 15, 2016

    Has it worked? Yes. Jobs have been created, and the real estate and stock markets have recovered strongly. The easy monetary policies of the last eight years have worked to some degree, but the recovery has been slower than average due to both the high debt levels and the increased regulatory burdens.

     

  • The Best Option in an Uncertain Market

    By: Nick Perini, CFA
    Friday, July 15, 2016

    We continue to watch the same key factors we were watching last quarter, including interest rates, oil prices, and consumer health. All three continue to point to a moderately-positive market in the United States.

     

  • Second Quarter – The Resilient Market

    By: Nick Perini, CFA
    Friday, July 15, 2016

    After the wild swings of the first quarter, this quarter was shaping up to be far more boring--that is until the dreaded Brexit vote on Thursday, June 23, 2016. In the weeks leading up to the vote, all of the polling seemed to show it was a dead heat, but the markets revealed a different story.

  • Trade Agreements–Does the U.S. Get a “W” in the ‘Win’ Column?

    By: Dennis Fulmer, CFA
    Wednesday, April 20, 2016

    We now hear our politicians telling us that trade agreements, which lower tariffs on imports and exports, have been bad for manufacturing jobs.  Both parties have supported free-trade pacts in the past, but now we have candidates (Trump and Sanders) who have risen in popularity among middle-class voters by blaming free trade for all of our economic problems.  It’s not unusual for politicians to figure out which way the parade is going and get in front of it; however, wanting tariffs on imports is just another example of crony capitalism or mercantilism, where people with political power seek to benefit themselves.  


  • Mirror, Mirror on the Wall

    By: Nick Perini, CFA and Lynn Hamilton
    Wednesday, April 20, 2016

    As the stock market creeps closer to its all-time high, it would be easy to feel relieved that it rebounded off its February bottom and reduce exposure to equities.  For some that might be a decent strategy, but for the long-term investor, we don’t believe that is prudent.  Domestic equities are fairly priced when compared to historical forward price-to-earnings ratios. Alternatively, bond yields have moved lower in recent months and offer very little return. 



  • Investment Outlook First Quarter - Worth the Price of Admission?

    By: Nick Perini, CFA
    Wednesday, April 20, 2016

    Why pay for a ticket to the amusement park when you can get the same feeling of being on a roller coaster by turning on any business channel or checking the Wall Street Journal.  This was one of the craziest, most volatile starts to the year the stock market has ever seen.  The year started with stock prices plummeting and fear among investors spiking.  Then, as if a switch was flipped, the market came roaring back, and all was right with the world among investors. 



  • Canton Repository: Ask the Investor: Is Ohio getting TRUMPed in trade deals?

    By: Ryan T. Fulmer
    Sunday, March 27, 2016

    TRUMP trade war rhetoric has been rampant over the last few months. Of course, keeping jobs in Ohio and the nation is critical, but will adding taxes to companies that leave America help us over the long term? Will a trade war hurt us more than help?

     

     

  • As Seen in The Repository: Is Stark County Headed Into a Recession?

    By: Ryan Fulmer
    Monday, February 29, 2016

    We often hear news stories about the national economy, but we rarely hear statistics about the economy in the Canton-Massillon area. So, let’s dive into 2015’s economic data. 



  • As Seen In Repository: Are we headed into a recession?

    By: Ryan Fulmer
    Friday, February 5, 2016

    The stock market has plunged by about 8% in 2016 (through 1/15/16), one of the worst starts to a new year on record. Even though we all know the stock market has its ups and downs, it can be difficult to remain focused on the long term. 

     

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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.

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

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