UNP Train
Ask the Rational Investor: Investing in Predictable Railroads
An investment philosophy is an important and often overlooked part of any portfolio.
Full Article
iStock 1421622240
Ask the Rational Investor: Checking the 2023 Market Outlook
Over the last several months the U. S. stock market has recouped about half of 2022’s decline—begging the question if the worst is over, or if investors should brace themselves for more stock market volatility in 2023.
Full Article
Resize ATRI 11 2022
Ask the Rational Investor: Big Data Impacting Insurance Underwriting
When you think of insurance you probably think of Geico’s Gecko or Progressive Insurance’s Flo. Your investment portfolio likely owns one or many insurance companies.
Full Article
Resize DSF IO
Investment Outlook - The Investor and Market Fluctuations
Ben Graham coined this title for Chapter 8 of his classic 1949 book titled “The Intelligent Investor.
Full Article
RRS IO Resize
Investment Outlook - US Central Bank Policy: What in the FED is going on?
US headlines over the last quarter continued to swing negative.   Some days, even weeks, were tough to stomach.
Full Article
Resize iStock 1128575974 Converted
Investment Outlook - Third Quarter 2022 Market Recap
The third quarter of 2022 saw equities officially enter a bear market amidst declining global economic sentiment.
Full Article
Resize iStock 97229584
Investment Outlook - Strong US Dollar
Powerful, well-built, tough, and indestructible are all synonyms for the word STRONG.  The word strong has positive connotations in our lexicon, but when used to describe the US dollar it is more complicated.
Full Article
ATRI October 2022 v2
Ask the Rational Investor: Steps to Improve Your Portfolio
How quickly markets can change!  In our September Ask the Rational Investor, we discussed steps to improve your portfolio after the stock market had recovered about two-thirds of its decline.
Full Article
FA100 lockup 2022 Gold horiz
Beese Fulmer named to CNBC FA 100 list for 2022
CANTON, Ohio (Oct. 10, 2022) – Beese Fulmer Private Wealth Management, a leading Northeast Ohio private investment firm, has been named to the 2022 CNBC FA 100 list of top U. S. registered investment advisors (RIAs).
Full Article
Ask the Rational Investor: Repositioning Your Portfolio into Market Strength
Most major stock market indices have recouped about two-thirds of their decline over the past several months. Reexamining the allocation of cash, fixed income, and stocks in your portfolio now that prices have recovered could be a good idea.
Full Article
2022 08 ATRI Banks
Ask the Rational Investor: Banks paying high and growing dividends
The Financial sector has traditionally offered slow and steady earnings growth complemented by rising dividends.   Perhaps not exciting stocks but consistent and steady.
Full Article
Bob Europe
Europe: A challenging Road Ahead
US headlines over the last quarter continued to swing negative.   Some days, even weeks, were tough to stomach.
Full Article
MVB Article Phot
Check the Ingredients Before Biting into a Target Date Fund
It Ain’t (That) Easy

“Target-date funds” continue to gain a share of investors’ wallets, with now more than a quarter of 401k plan participants owning at least one such mutual fund.
Full Article
IO Sauce Photo Resize
Investment Outlook Second Quarter 2022: What was the Secret Sauce?
Since the dawn of civilization, standards of living tend to improve marginally from one generation to the next. However, history is punctuated with exceptional periods of rapid progress.
Full Article
Stocksy comp 1436717
Investment Outlook Second Quarter 2022: Market Recap
After you live through the worst of anything in the last 50 years, it's easy to have regrets about being involved in the first place.
Full Article
Should I Buy Resize
Ask the Rational Investor: Should you buy the dip?
At the market correction’s low point, the S&P 500 and Nasdaq were down around 20 and 30% for the year.
Full Article