Beese Fulmer Wealth Management Commentary
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.
Subscribe to the Beese Fulmer Wealth Management Commentary »
1Q14 Investment Outlook: Stock Market Recap - "Meh"
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.
Canton Repository Highlights Beese Fulmer
Monday, March 3, 2014
"One of Canton’s best-kept secrets, Beese Fulmer"
As wealth management companies go, Beese Fulmer isn’t the kind of firm that makes headlines, and for the last 33 years that’s suited the company just fine. One of Canton’s best-kept secrets, Beese Fulmer was recently named 12th largest wealth management firm in Northeast Ohio by Crain’s Cleveland Business and 21st in the state by Investment News. Beese Fulmer has about 100 clients, and manages $380 million in assets.
A Rational Perspective on Finding Value in Our Favorite Collectible
Friday, January 10, 2014
Are you a collector of rare coins or stamps or maybe even a weekend antiques bargain hunter? Whatever your favorite collectible, over the years you have no doubt developed a thorough knowledge of your specialty and can usually spot a bargain when you see one.
4Q13 Investment Outlook: Year-End Review: Some Perspective
Friday, January 10, 2014
Considering the political backdrop and the dismal economic picture for many Americans, the investor class enjoyed its best year in more than a decade. Indeed, last year should be viewed as an unexpected gift for stock investors—especially against a backdrop of record numbers of Americans on food stamps, the unemployment rolls still millions greater than before the crisis, and the median family income in this country below where it was when our president took office. For the guy or gal who was comfortable with their stock allocation and diversified across the industry sectors, 2013 was pretty darn sanguine.
Rational rules guide us (and you!) when Wall Street is churning
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
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!
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
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
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?”
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.
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.
Read Our Most