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 »

  • Let the Good Times Roll(over) ???

    By: Nicholas Perini, CFA
    Wednesday, July 5, 2017

    The first half of 2017 has been a good one for both stocks and bonds. While the second quarter wasn’t as good as the first for stocks, it was still positive and added to the year-to-date return. 

  • Sherwin-Williams’ stock price keeps hitting new highs. Is it time to sell?

    By: Ryan Fulmer
    Sunday, May 7, 2017

    It’s true! Sherwin-Williams’ stock price has been on a roar for several years--outpacing the broad stock market and industry peers by a wide margin. If you had invested $100 in Sherwin-Williams in 2011, it would now be worth around $325--versus $250 for the S&P 500 and $200 for industry peers.

  • Canton Repository: How has Diebold changed since the purchase of Wincor Nixdorf in 2015?

    By: Ryan Fulmer
    Monday, March 6, 2017

    In late 2015, Diebold submitted a takeover offer to Wincor Nixdorf shareholders. The offer represented a combination of cash and stock and was a 35% premium to the previous day’s stock price.

  • Question: “Will local refiner Marathon Petroleum be a beneficiary of Trump’s energy policy?”

    By: Ryan Fulmer
    Saturday, December 31, 2016

    It might surprise you to know that one of the largest refineries in North America, Marathon Petroleum, is headquartered about two hours away in Findlay, Ohio. Marathon operates seven refineries, one of which is located here in Canton and produces about 93,000 barrels of refined products per day.

  • Hope and Change: Will Trump’s Infrastructure Plan Help the Economy?

    By: Dennis Fulmer, CFA
    Saturday, December 31, 2016

    President-elect Trump is reported to be creating a task force to implement his campaign promise to increase infrastructure spending. After reviewing his website, we like reading about a “deficit-neutral plan… that supports investments in transportation, clean water, a modern and reliable electricity grid, telecommunications, security infrastructure, and other pressing domestic infrastructure needs.”

  • Tariffs and the Great Depression

    By: Lynn Hamilton
    Wednesday, March 1, 2017

    Since the Great Depression, tariffs and trade policies have not been major issues between Democrats and Republicans or Conservatives and Liberals. All Presidential candidates (until the election of 2016) have either favored stability or a more open international trade policy.

  • Can Trump Deliver on Promises Made?

    By: Nick Perini, CFA
    Saturday, December 31, 2016

    What once seemed improbable, if not impossible, is now a reality, and the markets have confidently voiced their opinion. The performance of the equity markets since the Presidential election reveals that investors believe the policies of President-Elect Donald Trump are good for the American economy and American business. Stocks are up, bonds are down, and everyone is waiting to see what Donald Trump can do once he is sworn in on January 20.

  • What are the top two questions clients are asking after the Presidential election?

    By: Ryan Fulmer
    Tuesday, December 13, 2016
    1. Will the Presidential election affect the trajectory of interest rates?
    2. How will the stock market perform in 2017?


  • Post-Election Stock Market Insights

    By: Dennis Fulmer
    Wednesday, November 9, 2016

    Our colleague Lynn Hamilton, after a few recent road trips through the rural parts of the Midwest, commented that he had seen a lot of yard signs for Trump and almost none for Clinton.  This comment now looks prescient as Trump’s victory appears to have been driven by a strong turnout by working middle-class voters in rural counties across America.

  • Top 4 Post Trump Win Takeaways

    By: Ryan Fulmer
    Wednesday, November 9, 2016

    1.Changes to Interest Rate Policy:  The Federal Reserve which is the government body responsible for setting interest rates is currently chaired by Janet Yellen and her term is set to expire in February 2018.  


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
  • 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”.

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