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 »

  • Video | Second Quarter 2015 Investment Outlook

    By: Beese Fulmer
    Sunday, May 3, 2015

    Video | Second Quarter 2015 Investment Outlook


     

  • Repository's April 2015 "Ask the Investor"

    By: Beese Fulmer
    Sunday, May 3, 2015

    Four primary factors included an easy monetary policy, easy underwriting standards for home purchases, pervasive and extreme uses of leverage by financial institutions and, of course, greed.

     

     

  • Lynn Hamilton has joined our team!

    By: Beese Fulmer
    Monday, May 4, 2015

    It is with great honor that Beese Fulmer Private Wealth Management announces that Lynn Hamilton has joined our team of wealth managers as of Monday, May 4, 2015. 

     

  • First Quarter 2015 Investment Outlook

    By: Beese Fulmer
    Wednesday, April 22, 2015

    If you look at the market returns for the first quarter of 2015, it appears as if the quarter was a boring one.  The S&P 500 and Dow Jones Industrial indices are both up less than 1% for the year.

     

  • Inside Beese Fulmer: Meet Stacey Shearer Giammarco

    By: Beese Fulmer
    Thursday, April 9, 2015

    Prior to joining Beese Fulmer, Stacey worked for 10 years in the marketing industry for such corporations as J.P Morgan Chase in Chicago. Her undergraduate degree is from Kent State University where Stacey graduated Cum Laude with a BS in Public Relations. 

     

  • Repository's March 2015 "Ask the Investor"

    By: Beese Fulmer
    Monday, April 6, 2015

    The stats are in, and the news for Stark County is “good” with a forecast of better ahead. Stark County’s economy continues to improve as the Bureau of Labor Statistics reported 1.4 percent payroll growth through January compared to 2014. 


  • Repository's February 2015 "Ask the Investor"

    By: Beese Fulmer
    Sunday, February 22, 2015

    Years ago, savings accounts and certificates of deposit (CDs) yielded 3 to 5 percent and provided valuable income to savers. Remember those days? You’ll be lucky to find better than 1 percent in today’s market, but that may change soon as economists forecast interest rates to rise in 2015.

     

  • Fourth Quarter 2014: Investment Outlook

    By: Beese Fulmer
    Friday, January 30, 2015

    After a relatively benign first three quarters of 2014, the rollercoaster of volatility in the stock market reappeared during the fourth quarter. The S&P 500 experienced its first correction of greater than 5% in October when it pulled back 7%.

  • Patriots "Deflategate" Scandal and Investment Ethics

    By: Nicholas Perini
    Friday, January 23, 2015

    As members of the investment management community, the concept of trust in the financial services industry should always be one that we promote as we go about our daily work lives.

     

     

  • How does the 50% decline in oil prices impact investor portfolios?

    By: Ryan Fulmer
    Monday, January 26, 2015

    If you are like me, you are grinning at the pump. Who would have predicted gas prices at less than $2 a gallon? But as gas prices tumble, many investors wonder whether what’s good for the wallet is good for retirement. 

Pages

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. 

 
Read Our Most
Recent Articles
  • 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.

© 2017 Beese Fulmer Private Wealth Management  |  Privacy Policy  |  About Us  |  Commentary  |   Contact Us  |  Terms  |  330-454-6555