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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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  • Ryan Fulmer Named Twenty Under 40! by Chamber of Commerce

    By: Canton Repository
    Thursday, May 23, 2013
  • Rational Decision Making in an Irrational World

    By: Beese Fulmer
    Tuesday, January 15, 2013

    As many of you know, at Beese Fulmer, we have always been advocates of investing for the long term. Our firm has championed this methodology for the last 32 years--and we will do so for the next 32 years.

  • 4Q12 Investment Outlook: Year-End Review and 2013 Forecast

    By: Beese Fulmer
    Tuesday, January 15, 2013

    As you can see from our tables and charts, 2012 was a good one for the major stock benchmark averages. It is interesting to note that for two of the three, it seems the high water mark was hit at the end of the first quarter! You didn’t even have to wait until May to go away! 

  • Exploring the Hidden Tax Consequences of Mutual Funds

    By: Ryan Fulmer
    Thursday, March 1, 2012

    For an individual who is in the process of building his or her wealth, this strategy can be a prudent and efficient means for building a nest egg.  However, once an individual becomes more well off, there are less-costly tax-efficient solutions to creating wealth that exist--particularly separately-managed accounts at Beese Fulmer Investment Management, Inc

  • How the Internet and Creative Destruction Made High-Net-Worth Investing More Difficult

    By: Ryan Fulmer
    Thursday, March 1, 2012

    It used to be much easier.  Decades ago brokers acted as intermediaries to facilitate stock and bond transactions for clients.  Nowadays, many new approaches to investing keep popping up, although the differences may seem negligible.  Why has this industry changed so dramatically and, more importantly, how do you, as a high-net-worth individual, navigate all of the options?

  • Introduction of the Beese Fulmer Community Impact Policy

    By: Beese Fulmer
    Wednesday, May 1, 2013
  • 3Q12 Investment Outlook: The Core of the Matter

    By: Beese Fulmer
    Monday, October 15, 2012

    The third quarter was another good one for stock market investors. So far this year, May has been the only negative month for equities. The S&P 500 Stock Index, the most widely tracked stock benchmark among investment professionals, enjoyed a total return of 6.35% during the third quarter and gained an impressive 16.4% through September. The S&P 500 is a capitalization-weighted index, meaning that a company’s weight in the index is the result of its stock price times its number of shares outstanding. 

  • 2Q12 Investment Outlook: What Gives?

    By: Beese Fulmer
    Thursday, July 12, 2012

    Despite a somewhat weak second quarter, stocks ended June with the lion’s share of their first-quarter gains. As you can see, the S&P 500 Stock Index declined by 2.75% in the three months ending June, but we enter July with a very healthy 9.48% total return. For the Dow Jones Industrials, the loss of 1.84% leaves the 30-stock benchmark with a 6.82% first-half return.

  • 1Q12 Investment Outlook: The Game of Risk

    By: Beese Fulmer
    Thursday, April 12, 2012

    Although 2011 was definitely a “risk-off” year, 2012 has commenced with an emphatic “risk-on” attitude. As you may recall, the S&P 500 Index returned just 2.1% last year, and the best- performing sector of the benchmark was the normally-moribund Utilities component, which lit up the other nine sectors with a 19.9% return. 

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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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  • 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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