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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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  • Ask the Rational Investor: "Is Wells Fargo & Company a long-term buy?"

    By: Ryan T. Fulmer
    Monday, March 4, 2019

    In 2016, Wells Fargo was fined $185 million for the creation of over 3.5 million fake accounts. The scandal was far reaching and resulted in the termination of 5,300 employees. John Stumpf, CEO, forfeited his 2016 salary, bonus, and stock awards which totaled over $40 million.

    Today, the scandal is gradually fading in consumer and investor minds and significant changes within the board and leadership team have hopefully remedied the underlying causes.

  • Ask the Rational Investor: "What happened to Diebold Nixdorf's stock price?"

    By: Ryan T. Fulmer
    Thursday, February 7, 2019

    Some investors might argue that Diebold Nixdorf’s management has been asleep at the wheel ever since rejecting United Technologies’ acquisition offer at $40 per share (or an enterprise value of $3 billion) in March 2008.

    It gets worse.  Over the last two years, Diebold Nixdorf’s (DBD) stock price has declined about 84%, around just $4 per share, compared to the S&P 500’s almost 15% rise. A dramatic return difference.

     
  • 4Q18 Investment Outlook - Greenspan II

    By: Lynn S. Hamilton
    Wednesday, February 6, 2019

    It has long seemed that there are a lot of interesting books on history and a lot of interesting books on economics, but few on economic history.  I strongly recommend “Capitalism in America”, a new book published this fall by Alan Greenspan and Adrian Wooldridge.  

  • Q418 Investment Outlook - Economic Growth Lessons

    By: Dennis S. Fulmer
    Wednesday, February 6, 2019

    This past October, my wife and I enjoyed traveling the Danube River, enjoying the historic cities and charming small towns. Through our education via tour guides, it was fascinating to hear about the transition of the Czech Republic, Hungary and Slovakia from Communism to Capitalism.   Shortly before we began our journey, I had read that Poland was the first nation from the former Soviet bloc to graduate from “emerging” status to “developed” status by the Financial Times and Stock Exchange, or FTSE.

  • 4Q18 Investment Outlook - Time is on Your Side

    By: Nick T. Perini
    Wednesday, February 6, 2019

    After a painful end to the year, there is cause to step back and examine why we take the risk of investing in the equity markets. Would it be better to buy nothing but safe bonds, or an even more extreme option, to lock your cash away in a safety deposit box? Obviously, this is a rhetorical question. Taking measured risks in investing is what leads to returns that grow wealth and allow the money you have earned over time to compound and work for you. 

  • 4Q18 Investment Outlook - Outlook Recap

    By: Tyler J. Smith
    Wednesday, February 6, 2019

    We are more than happy to put 2018 behind us, at least from a markets’ perspective.  December capped off what turned out to be the worst year for stocks in more than a decade.  All the major averages finished in the red, falling between four and seven percent.  

  • Ask The Rational Investor; "Is the next big stock market plunge coming?"

    By: Ryan T. Fulmer
    Monday, January 7, 2019

    The last three months of 2018 were wild! By late September, the S&P 500 and most major stock market indices had appreciated around 10% and reached near all-time highs. Over the next several months, investors saw the year’s gains evaporate with a large sell-off through the end of the year.

  • Focus on the Fundamentals

    By: Tyler Smith
    Monday, July 16, 2018

    It sure is easy to find something to dislike in the market these days. Whether it is the threat of an international trade war, rising interest rates, or general political tension, the bears certainly seem to have the ammunition on their side.

  • Boom or Bust - Inflation Watch Update

    By: Dennis Fulmer
    Monday, July 16, 2018

    One recent anecdotal story from the Dallas Morning News reports that some workers in the oil-rich Permian Basin have gotten 100% pay raises.  The labor market is very tight nationwide, and recent economic data indicates a 4% growth rate for the second quarter.  Are we beginning a boom period which results in accelerating inflation and higher interest rates?  

  • What are Tariffs and How Do They Affect Us?

    By: Nick Perini, CFA
    Monday, July 16, 2018

    Long before the potential trade war became a favored headline, countries had implemented tariffs to generate a revenue stream for the government and protect domestically produced goods.  In fact, nearly every country has tariffs; the United States has some of the lowest tariffs when compared to the rest of the world. 

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  • Ask the Rational Investor: "Is Wells Fargo & Company a long-term buy?"
    Monday, March 4, 2019

    In 2016, Wells Fargo was fined $185 million for the creation of over 3.5 million fake accounts. The scandal was far reaching and resulted in the termination of 5,300 employees. John Stumpf, CEO, forfeited his 2016 salary, bonus, and stock awards which totaled over $40 million.

    Today, the scandal is gradually fading in consumer and investor minds and significant changes within the board and leadership team have hopefully remedied the underlying causes.

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