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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 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.

  • 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.

     

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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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  • Is Your Bank Trust Department Costing You Millions?
    Friday, February 16, 2018

    Is Your Bank Trust Department Costing You Millions?

    The hallowed walls of a bank trust department may seem intimidating to many clients.

    Maybe the bank was hired by your parents or grandparents to manage the family assets. Alternatively, maybe the bank was recommended by your attorney after you came into a substantial sum of money.

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