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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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  • 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. 

  • 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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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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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.

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