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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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  • Repository's Dec 2014 "Ask The Investor"

    By: Ryan Fulmer
    Monday, December 1, 2014

    Soon, many of us will make 2015 New Year’s resolutions. If you are like me, you will have great  intentions on Jan. 1 to begin eating healthier and working out every day. But after a few weeks, we inevitably revert to our old ways.

  • Repository's November "Ask The Investor"

    By: Ryan Fulmer
    Monday, November 3, 2014

    We’ve all stood at the grocery store wondering whether we should switch to another checkout line, thinking to ourselves “Would it be faster?” So we make the move and almost immediately realize it was the wrong choice. If we hadn’t switched lines … well, you know how it goes.

  • Third Quarter 2014 Investment Outlook: Current Landscape

    By: Beese Fulmer
    Monday, October 20, 2014

    It’s been an active news cycle over the last quarter—most of which has been unsettling: the Ukraine invasion by Russia, the rise of ISIS in the Middle East, hundreds of missiles aimed at Israel, and pro-democracy protests in Hong Kong. Just when we don’t think there can be any more turmoil in the world, we now have fears of an Ebola epidemic.

  • Third Quarter 2014 Investment Outlook: Market Review

    By: Beese Fulmer
    Monday, October 20, 2014

    U.S. stocks continued their run of gains in the third quarter—albeit at a slower pace. The S&P 500 Stock Index closed out September with a year-to-date total return of 8.34%. That’s not a big bump from the gain of 7.14% it had garnered by the end of the second quarter—a quarter that saw the benchmark advance by more than 5%. Advancing but looking a little tired, don’t you think? No surprise, really, when you consider the S&P has gone almost 1,100 days without a 10% correction.

  • Repository's "Ask The Investor" Features Ryan Fulmer

    By: Ryan Fulmer
    Monday, October 6, 2014

    For most, long-term anything is difficult. It goes against our grain. It’s the grass is always greener syndrome. We offer contrarian wisdom here: the person who thinks the grass is always greener, is not tending his or her own lawn. This is why investing, or rather good investing requires a rational, business-like approach.

  • Second Quarter 2014 Investment Outlook: And The Beautiful

    By: Beese Fulmer
    Tuesday, August 12, 2014

    As some of you may know, the Beese Fulmer family welcomed a new member into our ranks on May 6 when our co-worker Nick Perini and his wife, Jillian, became proud parents of Lido James Perini. Lido is a bit of an unusual name to most of us, so think of car magnate Lee Iacocca, whose birth name was also Lido.

     
  • Second Quarter 2014 Investment Outlook: The Bad

    By: Beese Fulmer
    Thursday, August 14, 2014

    The Bad

    Certainly the GDP number released a few weeks ago qualifies for our lead in the “bad news” category. First-quarter GDP of -2.9% was a reading no one expected. Okay, so the revisions had gradually come down to an expected contraction of 1%, but a number nearly three times as bad made the first quarter of 2014 the worst three-month period for the economy in five years. 

  • Second Quarter 2014 Investment Outlook: The Ugly

    By: Beese Fulmer
    Monday, August 11, 2014

    All kidding aside, there is nothing uglier in the country’s political life than the IRS scandal. That this most powerful agency has become so politicized that not one whistleblower has stepped forward is shocking. The brazenness displayed by employees destroying the emails of those about to be questioned by members of Congress exhibits a sense of total immunity from punishment that is, frankly, tremendously disheartening.

  • Second Quarter 2014 Investment Outlook: The Good

    By: Beese Fulmer
    Thursday, August 14, 2014

    The Good

    By way of tribute to World Cup soccer season, we’ve titled this edition of our Outlook using the original name of a famous “spaghetti western” that debuted in U.S. movie theaters as “The Good, The Bad and the Ugly.” When you’re finished reading, we hope you don’t think we’ve flopped in our efforts to make this report an entertaining one! No writhing allowed! 

     
  • Second Quarter 2014 Investment Outlook (Full Outlook)

    By: Beese Fulmer
    Thursday, August 14, 2014

    By way of tribute to World Cup soccer season, we’ve titled this edition of our Outlook using the original name of a famous “spaghetti western” that debuted in U.S. movie theaters as “The Good, The Bad and the Ugly.” When you’re finished reading, we hope you don’t think we’ve flopped in our efforts to make this report an entertaining one! No writhing allowed! 

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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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