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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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  • Rational rules guide us (and you!) when Wall Street is churning

    By: Ryan Fulmer
    Thursday, January 9, 2014

    Rational. Rational. Rational. Nothing fancy. Just good rational thinking, rational analysis and rational counsel - all delivered with the personal service a high net worth investor should expect. That has been our hallmark since 1980. Meanwhile, Wall Street reverberates daily with the shouting and shoving of those who believe they must be seen and be heard above the din. The markets are volatile battlegrounds where combatants engage in wild and wooly warfare.


  • Beese Fulmer Comments Featured in Canton Repository Article

    By: Canton Repository
    Sunday, October 20, 2013

    Marv Laughlin, vice president of Beese Fulmer, a Canton-based wealth management firm, said clients who have retirement plans are not earning as much with CDs or bonds.  Fixed-income investments that earned about 4 or 5 percent five years ago yield less than a percent today.  A 10-year treasury bond yields 2.7 percent today, nearly half the amout it would have five years ago.

  • 3Q13 Investment Outlook: Carry On!

    By: Beese Fulmer
    Monday, September 30, 2013

    Just like last year, the third quarter was another in a string of good ones for the stock market. At this point in 2012, only May had been negative for stocks. In 2013, there have been two losing months—June and August—but those haven’t stopped the S&P 500 Stock Index from besting last year’s nine-month total return of 16.4%. As of the close of business on September 30, the S&P had gained 20%, with help from a 5.2% gain in the third quarter. And speaking of quarterly returns, well, they have been real, and they have been spectacular! Beginning with the second quarter of 2009, we have experienced 18 quarters of S&P performance—and only 4 of them have been negative.

  • 2Q13 Investment Outlook: It’s All About the Benjamin

    By: Beese Fulmer
    Thursday, July 25, 2013

    Although the second quarter was another positive one for stocks, the returns for the popular benchmarks were certainly more modest than those of the first quarter. The S&P 500 Stock Index, which was up by 10.6% during the first three months of the year, tacked on another 2.9% in the second quarter, bringing its total return to 13.8% for the first half of 2013.

  • Canton Repository: Highlights Ryan and Evrim Fulmer Chairs of ChocoVino

    By: Canton Repository
    Monday, October 20, 2014

    Shuttered for years, Onesto hosts first of many events

    Not only is that a testament to the allure of the historic Onesto, Ryan Fulmer said, but also to the direction of the Stark County District Library, which recently launched a “Smart Store” initiative that emphasizes library use over all else. The library district stopped charging fines for overdue materials and has doubled the traffic on its website, among other accomplishments.

  • Case Study: "Are low interest rates jeopardizing my retirement plans?”

    By: Beese Fulmer
    Thursday, July 17, 2014

     Tim and Elizabeth “Are low interest rates jeopardizing my retirement plans?”

    Five years ago, Tim, 70, decided to retire from his successful medical practice which he helped build over the last three decades. His wife, Elizabeth, 67, stopped working when they had their children and volunteers with several community organizations in Stark County.  Tim and Elizabeth have saved well and, while working, contributed the maximum amount each year to his retirement.  When Tim retired, he followed the old adage “your age is your bond allocation,” but over the last several years, the bond portfolio income declined substantially and has Tim worried. 

  • Dennis Fulmer Comments in Repository on New YMCA

    By: CantonRep.com staff writer
    Tuesday, January 28, 2014

    One such person was Dennis Fulmer of Beese Fulmer, an institutional investment management firm.

    "I will probably run on the treadmill today," Fulmer said while grabbing a towel. "I like to have a break during the day, recharge my batteries. I have been a Y member for probably 30 years. It is nice to have it reopen."

  • Beese Fulmer's Rules of the Rational

    By: Beese Fulmer
    Monday, December 30, 2013
  • CFA Asset Manager Code - First in NE Ohio

    By: Nicholas Perini
    Monday, September 2, 2013

    "It did come as a bit of a surprise to learn we were the first asset manager based in North East Ohio to claim compliance with the Asset Manager Code of Professional Conduct.  We are proud to be the first to take the initiative and go through this exercise; it’s another way that Beese Fulmer can distinguish itself as a leader in our professional community."  Nicholas Perini

  • Inside Beese Fulmer – Meet Nick Perini, CFA

    By: Beese Fulmer
    Wednesday, October 31, 2012

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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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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.

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