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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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  • 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. 

  • 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.

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  • Nike stock doing well, but be aware of trends
    Friday, June 7, 2019

    Over the last few years, Nike has shifted its strategy from distributing products widely through wholesalers to selling its products through Nike-owned retails stores, the company website, and retail accounts. A great example of Nike’s strategy can be seen at Dick’s Sporting Goods in the dedicated Nike section called “Nike Fieldhouse”.

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