Beese Fulmer Wealth Management Commentary
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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2015 Retail Outlook
By: Beese Fulmer
Monday, December 21, 2015
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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.
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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.
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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.
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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.
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Canton Chamber of Commerce Recognizes Beese Fulmer
By: Beese Fulmer
Friday, May 8, 2015
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Video | Second Quarter 2015 Investment Outlook
By: Beese Fulmer
Sunday, May 3, 2015
Video | Second Quarter 2015 Investment Outlook
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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.
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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.
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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.
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- 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?).
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- 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 FREE personalized Wealth Profile.
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