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 »

  • Retiring in a low interest rate world

    By: Beese Fulmer
    Thursday, July 17, 2014

    If you’re contemplating retirement, chances are your biggest worry is about outliving your retirement nest egg.  If so, understand that your peers are worried too…and they should be.

  • Case Study: "Can my wife and I maintain our lifestyle in retirement?"

    By: Beese Fulmer
    Thursday, June 12, 2014

    For the last three generations, Bob, 64, and his family have operated a small local business.  Bob has been President for over 25 years and for the last five years has worked with his two sons on transitioning the business.  Bob expects to gradually phase out of the business over the next three years.  Bob and Joan have been excellent savers and are now looking forward to retirement, but they are unsure about the following:

  • Are there investment lessons to be learned from the Cleveland Browns’ drafting of Johnny Football?

    By: Beese Fulmer
    Thursday, May 15, 2014

    Was this an emotional decision from a team owner who is desperate to jumpstart a struggling franchise or a logical pick based on who could play best in the NFL?

  • 1Q14 Investment Outlook (Full Issue)

    By: Beese Fulmer
    Tuesday, April 15, 2014

    In contrast to the results for the last quarter of 2013, first-quarter numbers are in for the major stock benchmarks, and they are underwhelming by comparison. In fact, had it not been for Fed Chairwoman Janet Yellen’s soothing comments the last day of trading, investors would be looking at results about 1% less than those posted. Thankfully, for the bulls, the Fed Chairwoman made sure to correct her rookie mistake of mid-March and bring the stock market home on a strong note. More on Mrs. Yellen in a bit, but as they say in the sports biz, “let’s go to the videotape!”

  • 1Q14 Investment Outlook: Retirement Wealth Inequality

    By: Beese Fulmer
    Tuesday, April 15, 2014

    We have written on several occasions about the problems baby boomers are facing as they near retirement because of the absence of savings. For example, last June, AARP Magazine began an article on the problem with this: As many as 18.3 million households with workers ages 45 to 64 have no retirement savings whatsoever, according to a new report from the National Institute on Retirement Security.

  • 1Q14 Investment Outlook: Economic Commentary - Yellen in the Windy City

    By: Beese Fulmer
    Tuesday, April 15, 2014

    Mrs. Yellen, who spoke at a conference on March 31, backed off her supposedly more “hawkish” comments in a presser two weeks before, following her inaugural March 19 Fed meeting. In case you’ve forgotten, in the first instance, the new Fed chair made the “unscripted” remark that interest-rate increases could begin as early as six months after the conclusion of the Fed’s current tapering of its money-printing program. That would put a move from the zero bound to mid-2015, which perturbed stock traders so much they took the Dow down 100 points. 

  • 1Q14 Investment Outlook: Stock Market Recap - "Meh"

    By: Beese Fulmer
    Tuesday, April 15, 2014

    In contrast to the results for the last quarter of 2013, first-quarter numbers are in for the major stock benchmarks, and they are underwhelming by comparison. In fact, had it not been for Fed Chairwoman Janet Yellen’s soothing comments the last day of trading, investors would be looking at results about 1% less than those posted.

  • Canton Repository Highlights Beese Fulmer

    By: Canton Repository
    Monday, March 3, 2014

    "One of Canton’s best-kept secrets, Beese Fulmer"

    As wealth management companies go, Beese Fulmer isn’t the kind of firm that makes headlines, and for the last 33 years that’s suited the company just fine. One of Canton’s best-kept secrets, Beese Fulmer was recently named 12th largest wealth management firm in Northeast Ohio by Crain’s Cleveland Business and 21st in the state by Investment News. Beese Fulmer has about 100 clients, and manages $380 million in assets.

  • A Rational Perspective on Finding Value in Our Favorite Collectible

    By: Beese Fulmer
    Friday, January 10, 2014

    Are you a collector of rare coins or stamps or maybe even a weekend antiques bargain hunter? Whatever your favorite collectible, over the years you have no doubt developed a thorough knowledge of your specialty and can usually spot a bargain when you see one.

  • 4Q13 Investment Outlook: Year-End Review: Some Perspective

    By: Beese Fulmer
    Friday, January 10, 2014

    Considering the political backdrop and the dismal economic picture for many Americans, the investor class enjoyed its best year in more than a decade. Indeed, last year should be viewed as an unexpected gift for stock investors—especially against a backdrop of record numbers of Americans on food stamps, the unemployment rolls still millions greater than before the crisis, and the median family income in this country below where it was when our president took office. For the guy or gal who was comfortable with their stock allocation and diversified across the industry sectors, 2013 was pretty darn sanguine. 

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