Ask the Rational Investor: Did a global IT outage create an opportunity?
Tuesday, September 3, 2024
On July 19th many of us woke up early in the morning to read about a global IT outage or the “blue screen of death” as many columnists called it.
Investment Outlook: Second Quarter 2024 Market Recap
Wednesday, August 21, 2024
We are halfway through 2024 and the equity markets have continued to march higher. While the second quarter was not as strong as the first, the stock market has proven to be resilient.
Investment Outlook: Eaton and Ingersoll Rand – Quality Businesses with the Wind in Their Sales
Tuesday, August 13, 2024
The United States is entering a new industrial investment cycle. Federal funding totaling more than $2 trillion is being put to work improving American infrastructure, as discussed in our Q2 2023 article “The Challenges of US Infrastructure Spending.
Investment Outlook: A Review of Threats to the Current Bull Market
Tuesday, August 6, 2024
The U. S. stock market has been in a bull market since the low point reached in March 2020.
Investment Outlook: Don’t Put All Your Eggs in One Basket: Why Diversification Wins, Even During Market Surges
Tuesday, July 30, 2024
Don't Put All Your Eggs in One Basket: Why Diversification Wins, Even During Market Surges
The allure of a hot stock or a concentrated market rally can be intoxicating for investors.
The allure of a hot stock or a concentrated market rally can be intoxicating for investors.
Ask the Rational Investor: Can the stock market go higher?
Monday, July 22, 2024
Halfway through the year the broad stock market is up anywhere from 5 to almost 15%! The markets have been led by technology stocks that are mission critical to artificial intelligence or will facilitate productivity gains for employers.
Investment Outlook: When Should We Worry About Deficits?
Tuesday, July 16, 2024
Anyone who looks at the simple math of our Federal Deficits should be worried.
The Importance of Increasing Flexibility for High-Income Earners
Tuesday, June 25, 2024
For high income individuals earning into seven figures, why should they consider investing a portion of their disposable income into the stock market? Especially if they own a business or medical practice that provides a stable source of income and...
Cybersecurity safeguards for high-net worth individuals
Monday, June 17, 2024
For high-net-worth and ultra-high-net-worth individuals, the effects of a cybersecurity attack can be costly and wide-reaching.
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: 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.
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.
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.
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.