Check the Ingredients Before Biting into a Target Date Fund
Monday, August 1, 2022
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.
“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.
Investment Outlook Second Quarter 2022: What was the Secret Sauce?
Wednesday, July 27, 2022
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.
Investment Outlook Second Quarter 2022: Market Recap
Monday, July 25, 2022
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.
Ask the Rational Investor: Should you buy the dip?
Tuesday, July 5, 2022
At the market correction’s low point, the S&P 500 and Nasdaq were down around 20 and 30% for the year.
Ask the Rational Investor: Assessing Stocks' Competitive Strategy
Monday, June 6, 2022
Perhaps you’ve undergone strategic planning at your workplace, company, or a local non-profit board and experienced a SWOT, or Strengths, Weaknesses, Opportunities, and Threats analysis.
Ask the Rational Investor: Good Investors Stay Ready for Pop Quizzes
Monday, May 9, 2022
A good investor is always ready for a pop quiz, and market volatility often tests that readiness for finding attractive investments.
Quick price declines can cause investors angst, especially if their asset allocation leans too aggressively towards equities.
Quick price declines can cause investors angst, especially if their asset allocation leans too aggressively towards equities.
Investment Outlook: First Quarter 2022 - The Seesaw Effect
Wednesday, May 4, 2022
Interest rates have been in the spotlight all year, with changes having all sorts of ripple effects on the economy from Wall Street to Main Street.
Investment Outlook: First Quarter 2022 - Fingerprints of a Great Business
Tuesday, May 3, 2022
Dusting for the fingerprints of a great businessAt Beese Fulmer, we are constantly on the hunt for high-quality businesses.
Investment Outlook: First Quarter 2022 - Risk and Reward
Monday, May 2, 2022
How We Evaluate the Risk and Reward of a StockNo one has yet found the perfect formula for picking stocks. It is more of an art than a science, as numerous changing variables affect a stock’s price.
Ask the Rational Investor: Finding Defensive Value Stocks
Sunday, April 3, 2022
The first quarter of 2022 has been off to a wild start with the Federal Reserve now starting to address rising inflation and the Russian conflict in Ukraine.
Ask the Rational Investor: Lessons from Warren Buffett
Monday, March 7, 2022
Famed investor Warren Buffett and CEO of Berkshire Hathaway recently released their annual report and investor letter.
Investment Outlook: Fourth Quarter 2021 - Football or Football
Friday, February 11, 2022
Just because it sounds the same doesn't mean it is.
A common, long-discussed theme is that European stocks are cheaper than US stocks.
A common, long-discussed theme is that European stocks are cheaper than US stocks.
Investment Outlook: Fourth Quarter 2021 - Fossil Fuels vs Renewable Energy
Thursday, February 10, 2022
A recent Wall Street Journal special section, titled “How Far Have We Really Gotten With Alternative Energy?” highlighted that the share of fossil-fuel-generated electricity dropped from 67% in 2010 to 60% in 2021.
Investment Outlook: Fourth Quarter 2021 - Environmental, Social, Governance, and Rational Thinking?
Monday, February 7, 2022
Environmental, social, and governance characteristics are increasingly used as criteria when professional investors diligence new opportunities.
Ask the Rational Investor: Investing in Critical Software
Tuesday, January 4, 2022
Long-term investors attempt to predict what a business may look like in 3, 5, and even 10 years into the future; believing that long-term value creation comes from owning a great business for many years.
Investment Outlook: Fourth Quarter 2021 - Market Recap
Monday, January 3, 2022
It’s all a matter of perspective. Looking at the quarter in its entirety would reveal one of the more volatile periods of the year, with near-daily sector rotations and dramatic headline reactions.