Tim Cook
Investment Outlook: Third Quarter 2021 - Is Apple's Tim Cook Your Friend?
Pending infrastructure legislation is currently wreaking havoc on Congress. Disagreements on everything from the price tag to the specifics of certain programs have stalled the two promised bills for months now.
Full Article
Beese Fulmer Named to CNBC FA 100 List
CANTON, Ohio, Oct. 20, 2021 /PRNewswire/ -- Beese Fulmer Private Wealth Management, a leading Northeast Ohio private investment firm, has been named to the 2021 CNBC FA 100 list of top U. S. registered investment advisors (RIAs).
Full Article
ATRI October 2021 Resize
Ask the Rational Investor: Navigating Today's Markets
Today’s stock market represents an excellent example of how it can be challenging to be a long-term investor. Stock prices seem to keep going up despite geopolitical risk, viruses, inflation, and many other areas of concern.
Full Article
ATRI September 2021 v2
Ask the Rational Investor: Finding Safety in Dividends
Over the last several months, I’ve written about different healthcare companies, such as Johnson and Johnson and CVS Health. Healthcare stocks offer unusual value and predictability in today’s market.
Full Article
ATRI Aug 2021 JNJ
Ask the Rational Investor: Value in Today’s Markets
Over the last 12 months, the stock market has continued to defy investors' expectations. Much of the rise in global equity prices can be attributed to unprecedented global monetary and fiscal stimulus.
Full Article
2Q2021 Investment Outlook DSF
Investment Outlook: Second Quarter 2021 Don’t Miss Excellent Writing in CEO Letters to Shareholders
When sifting through annual reports I try to read many of the CEO’s letters to shareholders.
Full Article
2Q2021 Investment Outlook TJS
Investment Outlook: Second Quarter 2021 Market Recap
One of the most common questions I have been getting recently is, “should I be buying right now with the market at an all-time high?” Or, alternatively, “should I sell now and wait for a dip to get back in?” ...
Full Article
Investment Outlook 2Q2021 NTP
Investment Outlook: Second Quarter 2021 What’s Going on With Commodities and Does it Matter?
The term commodity covers a wide range of basic goods and raw materials that are components of other finished goods. As the cost of input materials increases, so too does the finished good.
Full Article
ATRI June 2021 resize
Ask the Rational Investor: CVS Health is Cheap!
On almost every street corner it seems you can find either a CVS or Walgreens!  The convenience of close-to-home pharmacy pick-ups can lead to the purchase of premium-priced milk and other items while you are there.
Full Article
ATRI May 2021 Resize
Ask the Rational Investor: Covid weighs on Aerospace
It seems like every month I end up writing the stock market is at or near an all-time high.
Full Article
Artboard 2 100
Investment Outlook: First Quarter 2021 Market Recap
Rotations

It may have gotten a bit too easy.   For a while, it felt as if you could throw money at just about anything in the stock market and watch it rise in value.
Full Article
ATRI April 2021 v2
Ask the Rational Investor: Energize with Energy Stocks
The Energy sector is an almost forgotten sector of the S&P 500, making up slightly less than 3% of the broader stock market. Oil and natural gas companies remain attractive income investments despite a recent rise in share prices.
Full Article
Investmenent Outlook 1Q21 DSF Resize
The NFL Spikes the Ball in the Endzone After Their New Media Contract!
In our last issue, I reviewed how your bill for access to network channels funnels a lot of money to the National Football League.
Full Article
Investment Outlook 1Q21 NTP Resize
Investment Outlook: First Quarter 2021 What a Difference a Year Makes
It’s been an incredible 12 months; to some, it may have seemed far longer—but the calendar doesn’t lie. This has been a historic year that has seen much suffering and hardship.
Full Article
ATRI March 2021 Umbrella Resize
Ask the Rational Investor: Are Bonds Safe?
Conventional wisdom is that stocks are risky, and bonds are safe. A share of a company’s stock represents the stock owner’s portion of that individual company.
Full Article
Investment Outlook 4Q2020 DSF Show Me The Money v2
Investment Outlook: Fourth Quarter 2020 Show Me the Money!
We have long favored the media industry because it generates copious amounts of cash.   This cash flow allows a company to pay dividends and buy back stock - two good ways to benefit shareholders.
Full Article