Beese Fulmer Wealth Management Commentary
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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3Q13 Investment Outlook: Carry On!
Monday, September 30, 2013
Just like last year, the third quarter was another in a string of good ones for the stock market. At this point in 2012, only May had been negative for stocks. In 2013, there have been two losing months—June and August—but those haven’t stopped the S&P 500 Stock Index from besting last year’s nine-month total return of 16.4%. As of the close of business on September 30, the S&P had gained 20%, with help from a 5.2% gain in the third quarter. And speaking of quarterly returns, well, they have been real, and they have been spectacular! Beginning with the second quarter of 2009, we have experienced 18 quarters of S&P performance—and only 4 of them have been negative.
2Q13 Investment Outlook: It’s All About the Benjamin
Thursday, July 25, 2013
Although the second quarter was another positive one for stocks, the returns for the popular benchmarks were certainly more modest than those of the first quarter. The S&P 500 Stock Index, which was up by 10.6% during the first three months of the year, tacked on another 2.9% in the second quarter, bringing its total return to 13.8% for the first half of 2013.
Canton Repository: Highlights Ryan and Evrim Fulmer Chairs of ChocoVino
Monday, October 20, 2014
Shuttered for years, Onesto hosts first of many events
Not only is that a testament to the allure of the historic Onesto, Ryan Fulmer said, but also to the direction of the Stark County District Library, which recently launched a “Smart Store” initiative that emphasizes library use over all else. The library district stopped charging fines for overdue materials and has doubled the traffic on its website, among other accomplishments.
Case Study: "Are low interest rates jeopardizing my retirement plans?”
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
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
Monday, December 30, 2013
CFA Asset Manager Code - First in NE Ohio
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
Wednesday, October 31, 2012
Ryan Fulmer Named Twenty Under 40! by Chamber of Commerce
Thursday, May 23, 2013
Rational Decision Making in an Irrational World
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.
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