About Us   |   Commentary   |   Contact Us   |   Client Portal    330-454-6555

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.

RSSSubscribe to the Beese Fulmer Wealth Management Commentary »

  • Case Study: "Are low interest rates jeopardizing my retirement plans?”

    By: Beese Fulmer
    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. 

  • Dennis Fulmer Comments in Repository on New YMCA

    By: CantonRep.com staff writer
    Tuesday, January 28, 2014

    One such person was Dennis Fulmer of Beese Fulmer, an institutional investment management firm.

    "I will probably run on the treadmill today," Fulmer said while grabbing a towel. "I like to have a break during the day, recharge my batteries. I have been a Y member for probably 30 years. It is nice to have it reopen."

  • Beese Fulmer's Rules of the Rational

    By: Beese Fulmer
    Monday, December 30, 2013
  • CFA Asset Manager Code - First in NE Ohio

    By: Nicholas Perini
    Monday, September 2, 2013

    "It did come as a bit of a surprise to learn we were the first asset manager based in North East Ohio to claim compliance with the Asset Manager Code of Professional Conduct.  We are proud to be the first to take the initiative and go through this exercise; it’s another way that Beese Fulmer can distinguish itself as a leader in our professional community."  Nicholas Perini

  • Inside Beese Fulmer – Meet Nick Perini, CFA

    By: Beese Fulmer
    Wednesday, October 31, 2012
  • Ryan Fulmer Named Twenty Under 40! by Chamber of Commerce

    By: Canton Repository
    Thursday, May 23, 2013
  • Rational Decision Making in an Irrational World

    By: Beese Fulmer
    Tuesday, January 15, 2013

    As many of you know, at Beese Fulmer, we have always been advocates of investing for the long term. Our firm has championed this methodology for the last 32 years--and we will do so for the next 32 years.

  • 4Q12 Investment Outlook: Year-End Review and 2013 Forecast

    By: Beese Fulmer
    Tuesday, January 15, 2013

    As you can see from our tables and charts, 2012 was a good one for the major stock benchmark averages. It is interesting to note that for two of the three, it seems the high water mark was hit at the end of the first quarter! You didn’t even have to wait until May to go away! 

  • Exploring the Hidden Tax Consequences of Mutual Funds

    By: Ryan Fulmer
    Thursday, March 1, 2012

    For an individual who is in the process of building his or her wealth, this strategy can be a prudent and efficient means for building a nest egg.  However, once an individual becomes more well off, there are less-costly tax-efficient solutions to creating wealth that exist--particularly separately-managed accounts at Beese Fulmer Investment Management, Inc

  • How the Internet and Creative Destruction Made High-Net-Worth Investing More Difficult

    By: Ryan Fulmer
    Thursday, March 1, 2012

    It used to be much easier.  Decades ago brokers acted as intermediaries to facilitate stock and bond transactions for clients.  Nowadays, many new approaches to investing keep popping up, although the differences may seem negligible.  Why has this industry changed so dramatically and, more importantly, how do you, as a high-net-worth individual, navigate all of the options?

Pages

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
Recent Articles
  • Ask the Rational Investor: “Should investors worry about Boeing’s 737 MAX issue?”
    Monday, April 8, 2019

    Boeing’s 737 MAX is one of the most anticipated updates to the 737, which currently has an order backlog of over 4,600 aircraft, representing 78% of Boeing’s overall commercial aircraft backlog. Over the next 5 years, it is estimated that the MAX will represent approximately 33% of Boeing’s sales and almost half of Boeing earnings before interest and taxes (EBIT).

    Considering the significance of the MAX upgrade, it’s no surprise that stock prices have dropped from a recent high of $440 on March 1st, to $370 (3/27/19) after the Ethiopian Airlines crash and the eerily similar Lion Air crash.  The two incidents in conjunction caused the worldwide grounding of the airliner.

© 2019 Beese Fulmer Private Wealth Management  |  Privacy Policy  |  About Us  |  Commentary  |   Contact Us  |  Terms  |  330-454-6555