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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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  • 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! 

  • 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. 

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  • The final section characterizes your personality in general terms and relating to finances.
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  • Is Your Bank Trust Department Costing You Millions?
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    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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