Beese Fulmer Welcomes Patrick Willoughby
Wednesday, June 12, 2024
Beese Fulmer Private Wealth Management adds Chief Operating Officer role. Canton, Ohio (June 12, 2024) – Beese Fulmer Private Wealth Management today announced that Patrick Willoughby has joined the group in the capacity of Chief Operating Officer.
Investment Outlook: Quality Investing: Recent Changes to Our Portfolios Driven by Beese Fulmer Buy and Sell Disciplines.
Tuesday, May 14, 2024
In our previous discussion, we outlined our quality investing process which emphasizes companies with predictable growth, strong profitability, and judicious capital allocation.
Investment Outlook: Dig a Moat Around Your Digital Life - A Cybersecurity Checklist
Tuesday, May 14, 2024
While artificial intelligence promises to revolutionize our world, it also provides new opportunities for cybercriminals. As cybersecurity threats become more common, we strongly advise our clients to take the necessary steps to safeguard their private information.
Ask the Rational Investor: Is Stagflation Brewing?
Monday, May 6, 2024
For over a decade, I’ve been writing the Ask the Rational Investor article about being unemotional and investing for the long-term.
Ask the Rational Investor: Don’t fear missing out on the markets!
Sunday, April 7, 2024
Over the last three months many stock market indices increased in value by close to 10% continuing strong market returns that investor’s experienced in 2023.
Ask the Rational Investor: Dell: A quiet AI turnaround
Friday, March 1, 2024
In the 1990’s, I remember going to the Gateway computer store in Belden Village. It had a unique feeling similar to Starbucks or an Apple store.
HEALTHCARE: A Year in Review and Outlook for 2024
Thursday, February 8, 2024
By: Robert Szeles, CFA
The year 2023 was a year of few certainties.
The year 2023 was a year of few certainties.
Increasing Liquidity with a Pledge Asset Line
Thursday, February 8, 2024
A Pledged Asset Line (PAL) is a strategic financial tool that allows investors to optimize liquidity while retaining the assets within their investment portfolios.
Ask the Rational Investor: Netflix is now a quality stock!
Thursday, February 1, 2024
The telecom industry has been undergoing ‘cord cutting’ a dramatic change to the industry that has accelerated the last several years due to faster internet speeds (impacting downloading and uploading), increased adoption of smart devices connected to the internet (e.
Fourth Quarter 2023 Market Recap: Soft Landing Triggers Stock Rally
Tuesday, January 16, 2024
Once again, we witnessed a rapid and significant change in the consensus economic outlook which led to a big increase in stock prices.
Investment Outlook: Quality Investing: A Long-Term Outperformer in a Post-Covid Economy
Tuesday, January 2, 2024
In the increasingly stable post-pandemic economy, the significance of quality investing is gaining recognition. This investment strategy, which prioritizes firms with robust financial health, consistent earnings, and positive cash flows, has demonstrated its capacity for long-term superior performance.
Investment Outlook: Commercial Aerospace: There is light at the end of the tunnel
Tuesday, January 2, 2024
Based on the data, commercial aerospace should be a great business and investment opportunity. It’s a duopoly with Boeing and Airbus being the only two major producers of commercial aircraft.
Ask the Rational Investor: Cusp of Manufacturing Renaissance
Tuesday, January 2, 2024
Over the next 7-10 years a dramatic increase in industrial spending is being forecasted as a result of several major infrastructure acts being passed: CHIPS and Science Act, Infrastructure and Jobs Act (IIJA), and Inflation Reduction Act (IRA).
Ask the Rational Investor: Banks are Back!
Monday, December 4, 2023
The last two years have been challenging for bank stock investors as they have dramatically underperformed the S&P Financial Sector (-7%) and S&P 500 (-0. 2%) compared to many of the largest banks, declining 30-50% over the same period.
Beese Fulmer Investment Management, Inc. Partners with Alta Trust to Launch Beese Fulmer Collective Investment Trust and Beese Fulmer Quality Equity Fund
Thursday, November 16, 2023
CANTON, Ohio, Nov. 16, 2023 -- Beese Fulmer Investment Management, Inc.
Beese Fulmer Investment Management, Inc. Achieves GIPS Compliance
Wednesday, October 11, 2023
Canton, Ohio, October 10, 2023 - Beese Fulmer Investment Management, Inc.