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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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  • 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?

  • Introduction of the Beese Fulmer Community Impact Policy

    By: Beese Fulmer
    Wednesday, May 1, 2013
  • 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. 


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.

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your FREE personalized Wealth Profile. 

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

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