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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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  • Fourth Quarter 2015: Investment Outlook: The Rodney G. Klein Stock Market Museum & Library

    By: Lynn Hamilton
    Friday, February 5, 2016

    A little-known Stark County gem is the Klein Stock Market Museum in Massillon. Located in the century-old former Post Office, the museum holds over 20,000 books on the stock market, economics, and a wide variety of other topics. The museum also features stock market ticker machines, art, and film posters.

     

  • Fourth Quarter 2015: Investment Outlook: Smartphones, Gender, and Stock Trading

    By: Dennis Fulmer, CFA
    Friday, February 5, 2016

    Two newspaper articles recently caught my eye: “Keep Stock Apps Off Your Phone” and “Invest Like Women, They’re Better-- Here’s How.” These clever titles did their job and enticed me to read the articles in their entirety. As I suspected, these articles touched on the psychological aspects of investing--also known as behavioral finance.

     

  • Fourth Quarter 2015: Investment Outlook: Market Recap

    By: Nicholas Perini, CFA
    Friday, February 5, 2016

    Nick Perini, CFAOil is down, the U.S. dollar is up, and the stock market is flat. That, in a sentence, sums up the year. As we look a little more deeply, it becomes more interesting. The downward trend in oil has been going on for nearly two years now. In 2015, crude oil lost 31% of its value and finished the year at $36.74 per barrel. On the other hand, the U.S. dollar appreciated by 9% in 2015.

     

  • Repository Interviews Ryan Fulmer on TimkenSteel's 40% Decline Yesterday

    By: Ryan Fulmer
    Tuesday, January 12, 2016

    Investors drove down the price of TimkenSteel shares during heavy trading Monday. Declines in the steel industry combined with concern about changes in TimkenSteel’s credit financing were apparent factors. Shares closed at $3.99, dropping $2.79 per share during the day.

  • 2015 Retail Outlook

    By: Beese Fulmer
    Monday, December 21, 2015

    2015 Retail Outlook

  • Should I buy, sell, or hold Apple stock?

    By: Beese Fulmer
    Sunday, November 29, 2015

    I often get asked by clients and friends if it is time to buy stock in Apple. Chances are you likely have one or more of their products, which range from the iPad, iPhone, iPod, Mac computer, and iWatch. Apple products are so popular that retailers, such as Macy’s and Dillard’s, are citing that consumers would rather own the latest iPhone than purchase a trendy purse.

  • Video | Portfolio Managers Discuss the Market and Economy

    By: Beese Fulmer
    Tuesday, December 1, 2015

    Denny and Lynn discuss interest rates, oil prices, "cutting the cord" and the implications for cable TV and our economic outlook.

  • Did you assess your long-term goals before selling your stocks?

    By: Ryan Fulmer
    Sunday, October 25, 2015

    The last few months have taken investors on a wild ride! The S&P 500 had its first significant market correction in the last three years, and we continue to be bombarded by negative news stories again and again. Topics vary from higher interest rates to the strengthening dollar, collapsing oil prices, and contagion from China, and most investors are left confused and wondering if the world is falling apart.

  • Top three questions to ask about your investment accounts?

    By: Ryan Fulmer
    Friday, October 16, 2015

    Is the advice I am receiving conflict free and in my best interest?

    Investment professionals are required to act by one of two standards: the suitability or fiduciary standard. The suitability standard requires that recommendations are suitable for the client and that advice is in the best interest of clients.

     


  • Canton Chamber of Commerce Recognizes Beese Fulmer

    By: Beese Fulmer
    Friday, May 8, 2015

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The Beese Fulmer 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 personalized Wealth Profile. 

 
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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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