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 »

  • 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
  • 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.

     

Pages

The Beese Fulmer FREE 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 FREE personalized Wealth Profile. 

 
Read Our Most
Recent Articles
  • Ask the Rational Investor
    Sunday, April 1, 2018
    In the last few years, an increasing number of news articles focus on a procedure called transcatheter aortic valve replacement (often referred to as TAVR), which has the benefits of being less invasive than traditional open heart surgery leading to fewer complications and faster recoveries.
     
    Dr. Toby Cosgrove, the former CEO and President of the Cleveland Clinic, created many of the patents used as part of the procedure. Dr. Cosgrove earned an international reputation as one of the most accomplished heart surgeons in the world by performing over 22,000 operations.
     
    Publically-traded Edward’s Lifesciences (EW), a leader in mitral and aortic valve repair and replacement, purchased many of his patents.
     
© 2018 Beese Fulmer Private Wealth Management  |  Privacy Policy  |  About Us  |  Commentary  |   Contact Us  |  Terms  |  330-454-6555