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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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  • Fourth Quarter 2015: Investment Outlook: Smartphones, Gender, and Stock Trading

    By: Dennis Fulmer, CFA
    Friday, February 5, 2016

    Two newspaper articles recently caught my eye: “Keep Stock Apps Off Your Phone” and “Invest Like Women, They’re Better-- Here’s How.” These clever titles did their job and enticed me to read the articles in their entirety. As I suspected, these articles touched on the psychological aspects of investing--also known as behavioral finance.


  • Fourth Quarter 2015: Investment Outlook: Market Recap

    By: Nicholas Perini, CFA
    Friday, February 5, 2016

    Nick Perini, CFAOil is down, the U.S. dollar is up, and the stock market is flat. That, in a sentence, sums up the year. As we look a little more deeply, it becomes more interesting. The downward trend in oil has been going on for nearly two years now. In 2015, crude oil lost 31% of its value and finished the year at $36.74 per barrel. On the other hand, the U.S. dollar appreciated by 9% in 2015.


  • Repository Interviews Ryan Fulmer on TimkenSteel's 40% Decline Yesterday

    By: Ryan Fulmer
    Tuesday, January 12, 2016

    Investors drove down the price of TimkenSteel shares during heavy trading Monday. Declines in the steel industry combined with concern about changes in TimkenSteel’s credit financing were apparent factors. Shares closed at $3.99, dropping $2.79 per share during the day.

  • 2015 Retail Outlook

    By: Beese Fulmer
    Monday, December 21, 2015

    2015 Retail Outlook

  • Should I buy, sell, or hold Apple stock?

    By: Beese Fulmer
    Sunday, November 29, 2015

    I often get asked by clients and friends if it is time to buy stock in Apple. Chances are you likely have one or more of their products, which range from the iPad, iPhone, iPod, Mac computer, and iWatch. Apple products are so popular that retailers, such as Macy’s and Dillard’s, are citing that consumers would rather own the latest iPhone than purchase a trendy purse.

  • Video | Portfolio Managers Discuss the Market and Economy

    By: Beese Fulmer
    Tuesday, December 1, 2015

    Denny and Lynn discuss interest rates, oil prices, "cutting the cord" and the implications for cable TV and our economic outlook.

  • Did you assess your long-term goals before selling your stocks?

    By: Ryan Fulmer
    Sunday, October 25, 2015

    The last few months have taken investors on a wild ride! The S&P 500 had its first significant market correction in the last three years, and we continue to be bombarded by negative news stories again and again. Topics vary from higher interest rates to the strengthening dollar, collapsing oil prices, and contagion from China, and most investors are left confused and wondering if the world is falling apart.

  • Top three questions to ask about your investment accounts?

    By: Ryan Fulmer
    Friday, October 16, 2015

    Is the advice I am receiving conflict free and in my best interest?

    Investment professionals are required to act by one of two standards: the suitability or fiduciary standard. The suitability standard requires that recommendations are suitable for the client and that advice is in the best interest of clients.


  • Canton Chamber of Commerce Recognizes Beese Fulmer

    By: Beese Fulmer
    Friday, May 8, 2015
  • Video | Second Quarter 2015 Investment Outlook

    By: Beese Fulmer
    Sunday, May 3, 2015

    Video | Second Quarter 2015 Investment Outlook



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  • 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: "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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