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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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  • 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. 

  • 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.

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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.

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  • 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.
     
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