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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 "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.

     
  • 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!”

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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.

Click below to schedule
your FREE personalized Wealth Profile. 

 
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    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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