ESG
Investment Outlook: Fourth Quarter 2021 - Environmental, Social, Governance, and Rational Thinking?
Environmental, social, and governance characteristics are increasingly used as criteria when professional investors diligence new opportunities.
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Critical Software Microsoft
Ask the Rational Investor: Investing in Critical Software
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.
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Arrows Circle Market Recap
Investment Outlook: Fourth Quarter 2021 - Market Recap
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.
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2022 Outlook ATRI December 2021 Converted
Ask the Rational Investor: Market Outlook 2022
As we review earnings, sales, and economic growth for 2022 we think investors should focus on several interrelated but key items:

Will inflationary pressures end up being transitory as Federal Reserve President Jerome Powell has been predicting? Economists expect to see...
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NTP Image
Investment Outlook: Third Quarter 2021 - The Search for Yield Can be a Dangerous Game
In a perfectly efficient market, the only way to reap larger returns is to take on larger amounts of risk.
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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.
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FA100 lockup 2021 gold2
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).
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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.
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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.
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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.
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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.
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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?” ...
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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.
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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.
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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.
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Artboard 2 100
Investment Outlook: First Quarter 2021 Market Recap
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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.
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