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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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  • 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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  • 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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