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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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  • 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. 

     

  • 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.

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