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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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  • 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. 

  • Ask the Rational Investor: “Isn’t holding cash a lot safer than stocks or bonds?”

    By: Ryan T. Fulmer
    Sunday, July 1, 2018

    While it may seem counterintuitive that cash can be riskier than stocks or bonds it can be true depending on your timeframe and liquidity needs.  First, let’s discuss the expected returns of stocks, fixed-income (or bonds), and cash relative to inflation. For most investors, they wish to maintain their lifestyle in retirement, but the silent and slow threat of inflation often prevents them from living their best life.

  • "Ask the Investor: What should investors expect from the stock market in 2018?”

    By: Ryan T. Fulmer
    Sunday, January 7, 2018

    The last twelve months for the stock market have been terrific with most major indices having increased in value by around 20%. Many clients are asking whether we expect the stock market to continue to rise in 2018 and how tax reform will affect the economy.

  • Ask the Rational Investor: “Are consumer staple stocks such as Coca-Cola, General Mills, and Procter and Gamble still safe stocks?”

    By: Ryan T. Fulmer
    Sunday, June 3, 2018

    Over the last twelve months, the consumer staple sector of the S&P 500 has declined by 12%. With the broad stock market having appreciated by a few percentage points so far this year, this group of stocks has significantly underperformed.

  • Ask the Rational Investor Question: “Which asset class is the most distorted from low-interest rates?”

    By: Ryan T. Fulmer
    Friday, May 4, 2018

    Bubbles do not repeat, but they often imitate, and the seeds from one crisis often lead to the next.  Since the Global Financial Crisis (GFC) in 2008-2009, governments have reduced interest rates to nearly zero percent.  In many cases, they executed additional measures such as quantitative easing (QE) because it was the only medicine available to central bankers.

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  • Investment Outlook - First Quarter 2018

    By: Beese Fulmer Team
    Sunday, April 1, 2018

    Deflategate, Brian Williams’ slightly exaggerated war stories, OSU’s victory in the first college football playoff, David Letterman’s last appearance as host of Late Show; these are a small sampling of popular events gracing the headlines around the same time we had our last down quarter in the stock market. That is right; we have not been in this position since 2015. It is easy to become accustomed to extended periods of rising stock prices with low volatility, so it can be helpful to take a step back and put things into context. 

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  • Ask the Rational Investor Question: “I have read about a less invasive method for heart surgery called transcatheter valve replacement (TAVR), are any publicly-traded stocks involved?”

    By: Ryan T. Fulmer
    Sunday, April 1, 2018
    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.
     
  • Ask the Investor Question: "Who is Warren Buffett and why do investors follow him so closely?"

    By: Ryan T. Fulmer
    Sunday, March 4, 2018

    For over 50 years the 85-year-old billionaire investor and CEO of Berkshire Hathaway, Warren Buffett, has generated wealth for his investors at nearly twice the annual rate of the S&P 500. To many, this has earned him the title “The Oracle of Omaha.” 

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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.
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  • 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.

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Recent Articles
  • Focus on the Fundamentals
    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.

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