Wealth Management Insights

Year-End Wealth Management Planning for High-Net-Worth Individuals By: Beese Fulmer 11.09.2026 Your wealth deserves attention throughout the year. As your investments, family circumstan... Beese Fulmer’s Fall Symposium: Looking Beyond Economic Headlines By: Beese Fulmer 11.04.2026 When interest rates or inflation shift unexpectedly, markets can react quickly. But that d... Corning Incorporated: Wiring for the Future of AI By: Scott Camp 10.12.2026 When you look under the hood of artificial intelligence, the conversation usually starts w... Understanding the Relationship Between Interest Rates and Bond Prices By: Brad Fergason 10.12.2026 One of the more common questions I hear from clients is, “Why are my bonds worth less than... Take a Look Inside Your Client Portal By: Kelsey Friedt 10.12.2026 With year-end approaching, now is a good time to take a fresh look at your financial pictu... Equities Have New Competition From Fixed Income By: Ryan T. Fulmer 10.12.2026 For most of the past fifteen years, bonds paid very little. If you wanted a real return on... Third Quarter 2026 Market Recap By: Nicholas T. Perini, CFA 10.12.2026 The third quarter offered investors a reminder that a strong economy does not always make ... Why Tax Planning Should Be Integrated Into Wealth Management By: Beese Fulmer 10.08.2026 Taxes influence nearly every financial decision, from when to sell an investment to how to... Generational Wealth Planning: Preparing Your Heirs By: Beese Fulmer 08.24.2026 Great wealth does not happen by accident. It is built over time through steady decisions, ... What It Means to Work with a Fiduciary Wealth Management Firm By: Beese Fulmer 08.18.2026 When choosing a wealth manager, you may have heard some referred to as fiduciaries. As you... The Power of a Financial Board of Directors By: Beese Fulmer 07.22.2026 As wealth grows, financial decisions can become more complicated. In addition to more univ... Introducing the New Beese Fulmer Website By: Beese Fulmer 07.07.2026 At Beese Fulmer, it is our goal to build meaningful relationships through proven financial... Micron Technology: The Memory Behind the AI Revolution By: Scott Camp 02.11.2026 As our investment committee looks beyond the first wave of AI hardware, we believe Micron ... The Hidden Tax Cost of Mutual Funds By: Nicholas T. Perini, CFA 02.04.2026 Mutual funds were a financial innovation that democratized investing. Decades ago, when tr... Ask the Rational Investor: Tools Transforming Patient Care By: Ryan T. Fulmer 12.09.2025 Boston Scientific is one of those companies that most people never think about until they ... Ask the Rational Investor: Why AI Looks Like Every Bubble Before It By: Ryan T. Fulmer 11.04.2025 In 1850, British railway shares had fallen to less than half the capital invested in them,... Ask the Rational Investor: When "Diversification" Isn't What It Seems By: Ryan T. Fulmer 10.05.2025 Ten companies. That's all it takes to control 40% of the S&P 500 right now. Highest level ... Ask the Rational Investor: EU and US Trade Agreement Reached By: Ryan T. Fulmer 08.10.2025 This past Sunday, the United States and European Union finalized a trade agreement that im... Bear Markets During My 50 years of Investing By: Dennis S. Fulmer, CFA 08.05.2025 As I reached my 50 years as a professional researching stocks, and 45 years since founding... Investment Outlook Q2 2025 Newsletter By: Beese Fulmer 07.22.2025 We’re pleased to share our latest Investment Outlook Newsletter, featuring market commenta... Ask the Rational Investor: What the Market Gets Wrong About Booz Allen By: Ryan T. Fulmer 07.08.2025 The market has re-rated Booz Allen Hamilton as if its business has stalled. It has not. Th... Meridian Capital Management joins Beese Fulmer By: Beese Fulmer 07.01.2025 Beese Fulmer Private Wealth Management, a respected independent investment advisory firm, ... The Interest Bill That Could Bankrupt Washington: Rational Investor By: Ryan T. Fulmer 06.03.2025 America is now spending more to service its past than to invest in its future. That is not... Staying Rational: Navigating Market Volatility With Confidence By: Scott Camp 05.06.2025 The financial markets have recently experienced heightened volatility, evidenced by market... Strategic Profit-Sharing Retirement Plan Design for Employees By: Robert Szeles, CFA 04.29.2025 Unlocking Strategic Value: Profit-Sharing Retirement Plan Design for Non-Highly Compensate... Understanding Tariffs: The Good, the Bad and the Complex By: Nicholas T. Perini, CFA 04.22.2025 A tariff is a tax imposed by a government on imported goods. The primary function of a tar... Tariff Impact: Insights for Investors By: Beese Fulmer 04.15.2025 We recently hosted a brief webinar, Tariff Impact: Insights for Investors. Two of our port... The Hidden Cost When Investors Pay for Certainty: Rational Investor By: Ryan T. Fulmer 04.07.2025 Investors don't just prefer certainty; they crave it. This preference often works against ... Hamilton vs. Ricardo: The Battle for the Soul of U.S. Trade Policy By: Ryan T. Fulmer 04.07.2025 Key Takeaways: - In 2025, the U.S. imposed a sweeping 10% baseline tariff on nearly all im... Why Warren Buffett Is Sitting on $334 Billion: Rational Investor By: Ryan T. Fulmer 03.04.2025 Warren Buffett’s annual letter to Berkshire Hathaway shareholders, released in February 20... Beechtree joins Beese Fulmer By: Beese Fulmer 03.03.2025 FOR IMMEDIATE RELEASE Beechtree Capital Investment Joins Forces with Beese Fulmer Private ... Individual Securities: Real Estate Without the Drawbacks By: Beese Fulmer 02.06.2025 Why Owning Individual Securities Feels Like Real Estate—Without the DrawbacksReal estate h... Beese Fulmer Welcomes Kelsey Friedt By: Beese Fulmer 01.15.2025 Beese Fulmer Welcomes Kelsey Friedt as Investment Operations Analyst to Enhance Technology... Guarding Against Risk in Speculative Markets: Rational Investor By: Ryan T. Fulmer 01.07.2025 The stock market can bring out strong emotions, and today’s environment is a reminder of h... Bitcoin’s Meteoric Rise—Investment or Just a Wild Ride? By: Ryan T. Fulmer 12.01.2024 Over the past six months, Bitcoin’s value has surged, brushing close to the $100,000 miles... When Complexity Outgrows Your broker By: Beese Fulmer 11.21.2024 The Role of Specialization in Managing private Wealth We’ve all heard the saying: “You don... Leadership Retirement Planning for Companies and Families By: Ryan T. Fulmer 11.14.2024 At Beese Fulmer, we understand that retirement planning for small and mid-sized business (... Fiduciaries vs. Brokers: Choosing the Right Financial Advisor By: Beese Fulmer 11.12.2024 Imagine you are preparing to build your dream retirement home, and you plan to spend your ... Retirement Plans: A Guide for Small Business Owners, CFOs and HR By: Robert Szeles, CFA 11.07.2024 Retirement plans are one of the most valuable benefits an employer can offer to attract an... Investment Outlook: A Tale of Two Companies By: Nicholas T. Perini, CFA 11.05.2024 In 2023, both Raytheon Technologies (RTX) and Boeing (BA) encountered substantial quality-... Tax Strategies and Active Portfolio Management for Wealth Growth By: Scott Camp 11.04.2024 At Beese Fulmer Private Wealth Management, we believe successful wealth management require... Is the US Stock Market’s Next Decade Set for Subpar Returns? By: Ryan T. Fulmer 11.03.2024 The last ten years have been a rewarding ride for investors, with the stock market deliver... Investment Outlook: Third Quarter 2024 Market Recap By: Dennis S. Fulmer, CFA 10.31.2024 The third quarter witnessed a few reversals. The upward trend in interest rates reversed w... Simplifying Retirement Plan Transitions By: Robert Szeles, CFA 10.29.2024 Transitioning a retirement plan can feel overwhelming, but at Beese Fulmer Private Wealth ... Private Equity: A Guide to Sustainable Wealth and Risk Navigation By: Ryan T. Fulmer 10.25.2024 At Beese Fulmer Private Wealth Management, we offer a comprehensive, rational approach to ... Top 10 Tax and Wealth Strategies for Maximizing After-Tax Returns By: Nicholas T. Perini, CFA 10.20.2024 Introductory Video - Featuring Nick Perini, CFA, Vice President For high-net-worth (HNW) a... Tax Strategies for CPAs and Estate Attorneys Through Active Investing By: Ryan T. Fulmer 10.19.2024 Introductory Video - Featuring Ryan Fulmer, President Picture this scenario: It’s April 14... How Multi-Strategy Hedge Funds Can Enhance Your Portfolio By: Ryan T. Fulmer 10.18.2024 At Beese Fulmer Private Wealth Management, we recognize that diversifying beyond tradition... Advanced Retirement Planning for High-Net-Worth Individuals By: Ryan T. Fulmer 10.13.2024 Watch Hypothetical Case Study Video - Featuring Ryan Fulmer, President Retirement planning... Family Wealth Conversations: Bridging Generational Perspectives By: Ryan T. Fulmer 10.12.2024 In today's rapidly changing financial landscape, family wealth conversations have become m... Ask the Rational Investor: Can Nike Bounce Back? By: Ryan T. Fulmer 10.08.2024 Introductory Video - Featuring Ryan Fulmer, President Nike (NKE) has established itself as... Summer Recap of Beese Fulmer Team Events By: Beese Fulmer 09.17.2024 As the Beese Fulmer team wraps up summer, here is a look back at some of our highlights! R... Did a Global IT Outage Create an Investment Opportunity? By: Ryan T. Fulmer 09.03.2024 On July 19th many of us woke up early in the morning to read about a global IT outage or t... Investment Outlook: Second Quarter 2024 Market Recap By: Nicholas T. Perini, CFA 08.21.2024 We are halfway through 2024 and the equity markets have continued to march higher. While t... Eaton and Ingersoll Rand: Quality Businesses With Strong Growth By: Beese Fulmer 08.13.2024 The United States is entering a new industrial investment cycle. Federal funding totaling ... Investment Outlook: A Review of Threats to the Current Bull Market By: Robert Szeles, CFA 08.06.2024 The U.S. stock market has been in a bull market since the low point reached in March 2020.... Why Portfolio Diversification Wins During Market Surges By: Scott Camp 07.30.2024 Don't Put All Your Eggs in One Basket: Why Diversification Wins, Even During Market Surges... Ask the Rational Investor: Can the stock market go higher? By: Ryan T. Fulmer 07.22.2024 Halfway through the year the broad stock market is up anywhere from 5 to almost 15%! The m... Investment Outlook: When Should We Worry About Deficits? By: Dennis S. Fulmer, CFA 07.16.2024 Anyone who looks at the simple math of our Federal Deficits should be worried.  Evan Green... The Importance of Increasing Flexibility for High-Income Earners By: Robert Szeles, CFA 06.25.2024 For high income individuals earning into seven figures, why should they consider investing... Cybersecurity safeguards for high-net worth individuals By: Beese Fulmer 06.17.2024 For high-net-worth and ultra-high-net-worth individuals, the effects of a cybersecurity at... Beese Fulmer Welcomes Patrick Willoughby By: Beese Fulmer 06.12.2024 Beese Fulmer Private Wealth Management adds Chief Operating Officer role. Canton, Ohio (Ju... Quality Investing: Recent Portfolio Changes and Sell Discipline By: Scott Camp 05.14.2024 In our previous discussion, we outlined our quality investing process which emphasizes com... Protect Your Digital Life: A Cybersecurity Checklist for Investors By: Beese Fulmer 05.14.2024 While artificial intelligence promises to revolutionize our world, it also provides new op... Ask the Rational Investor: Is Stagflation Brewing? By: Ryan T. Fulmer 05.06.2024 For over a decade, I’ve been writing the Ask the Rational Investor article about being une... Ask the Rational Investor: Don’t fear missing out on the markets! By: Ryan T. Fulmer 04.07.2024 Over the last three months many stock market indices increased in value by close to 10% co... Ask the Rational Investor: Dell: A quiet AI turnaround By: Ryan T. Fulmer 03.01.2024 In the 1990’s, I remember going to the Gateway computer store in Belden Village. It had a ... Investment Outlook: A Year in Review and Outlook for 2024 By: Robert Szeles, CFA 02.08.2024 By: Robert Szeles, CFA The year 2023 was a year of few certainties.  Commencing with a min... Increasing Liquidity with a Pledge Asset Line By: Robert Szeles, CFA 02.08.2024 A Pledged Asset Line (PAL) is a strategic financial tool that allows investors to optimize... Ask the Rational Investor: Netflix is now a quality Stock! By: Ryan T. Fulmer 02.01.2024 The telecom industry has been undergoing ‘cord cutting’ a dramatic change to the industry ... Fourth Quarter 2023 Market Recap: Soft Landing Triggers Stock Rally By: Dennis S. Fulmer, CFA 01.16.2024 Once again, we witnessed a rapid and significant change in the consensus economic outlook ... Ask the Rational Investor: Cusp of Manufacturing Renaissance By: Ryan T. Fulmer 01.02.2024 Over the next 7-10 years a dramatic increase in industrial spending is being forecasted as... Commercial Aerospace: Light at the End of the Tunnel By: Nicholas T. Perini, CFA 01.02.2024 Based on the data, commercial aerospace should be a great business and investment opportun... Quality Investing: A Long-Term Outperformer Post-COVID By: Scott Camp 01.02.2024 In the increasingly stable post-pandemic economy, the significance of quality investing is... Ask the Rational Investor: Banks are Back! By: Ryan T. Fulmer 12.04.2023 The last two years have been challenging for bank stock investors as they have dramaticall... Beese Fulmer and Alta Trust Launch Collective Investment Trust By: Ryan T. Fulmer 11.16.2023 CANTON, Ohio, Nov. 16, 2023 -- Beese Fulmer Investment Management, Inc. (Beese Fulmer), a ... Beese Fulmer Investment Management, Inc. Achieves GIPS Compliance By: Nicholas T. Perini, CFA 10.11.2023 Canton, Ohio, October 10, 2023 - Beese Fulmer Investment Management, Inc., an investment m... Ask the Rational Investor: Is inflation really subsiding? By: Ryan T. Fulmer 10.01.2023 Until the last two weeks or so the stock market resembled the bull market after the pandem... Stagflation 101: What It Means for Your Investment Portfolio By: Scott Camp 10.01.2023 Stagflation is a rare but serious economic phenomenon that can pose significant risks for ... Rational Investing in an AI Bonanza By: Beese Fulmer 10.01.2023 Excitement about Artificial Intelligence has been a major driver of the S&P 500’s performa... Third Quarter 2023 Market Recap and Looking Forward By: Dennis S. Fulmer, CFA 10.01.2023 When the consensus opinion on the economic outlook changes, the financial markets respond.... US Economy: A Transformative Economic Landscape is on the Horizon By: Robert Szeles, CFA 10.01.2023 Our Investment Committee meets weekly to engage in a comprehensive analysis of key macroec... Ask the Rational Investor: A closer look at the Timken Company By: Ryan T. Fulmer 09.03.2023 The Timken Company, a long-standing pillar of the American industrial sector headquartered... Investment Outlook: The Challenges of US Infrastructure Spending By: Beese Fulmer 07.31.2023 More than $2 trillion is currently sitting in Federal coffers. Between now and 2032, every... Be Careful Investing in Artificial Intelligence: Rational Investor By: Ryan T. Fulmer 07.02.2023 Over the last several months, investors’ exuberance towards anything related to artificial... Give Your Portfolio a Makeover With ULTA Beauty: Rational Investor By: Ryan T. Fulmer 06.04.2023 As we have written in past Ask the Rational Investors, we focus on identifying highly prof... Ask the Rational Investor: Investing in Predictable Railroads By: Ryan T. Fulmer 01.02.2023 An investment philosophy is an important and often overlooked part of any portfolio. Our f... Ask the Rational Investor: Checking the 2023 Market Outlook By: Ryan T. Fulmer 12.05.2022 Over the last several months the U.S. stock market has recouped about half of 2022’s decli... Ask the Rational Investor: Big Data Impacting Insurance Underwriting By: Ryan T. Fulmer 11.07.2022 When you think of insurance you probably think of Geico’s Gecko or Progressive Insurance’s... Investment Outlook - The Investor and Market Fluctuations By: Dennis S. Fulmer, CFA 10.21.2022 Ben Graham coined this title for Chapter 8 of his classic 1949 book titled “The Intelligen... U.S. Central Bank Policy: What Is Going on With the Fed? By: Robert Szeles, CFA 10.19.2022 US headlines over the last quarter continued to swing negative.  Some days, even weeks, we... Investment Outlook - Third Quarter 2022 Market Recap By: Beese Fulmer 10.18.2022 The third quarter of 2022 saw equities officially enter a bear market amidst declining glo... Investment Outlook - Strong US Dollar By: Nicholas T. Perini, CFA 10.18.2022 Powerful, well-built, tough, and indestructible are all synonyms for the word STRONG.  The... Ask the Rational Investor: Steps to Improve Your Portfolio By: Ryan T. Fulmer 10.10.2022 How quickly markets can change!  In our September Ask the Rational Investor, we discussed ... Beese Fulmer CNBC FA 100 2022 By: Beese Fulmer 10.10.2022 CANTON, Ohio (Oct. 10, 2022) – Beese Fulmer Private Wealth Management, a leading Northeast... Repositioning Your Portfolio Into Market Strength: Rational Investor By: Ryan T. Fulmer 09.04.2022 Most major stock market indices have recouped about two-thirds of their decline over the p... Ask the Rational Investor: Banks paying high and growing dividends By: Ryan T. Fulmer 08.09.2022 The Financial sector has traditionally offered slow and steady earnings growth complemente... Europe: A Challenging Road Ahead By: Robert Szeles, CFA 08.09.2022 US headlines over the last quarter continued to swing negative.  Some days, even weeks, we... Investment Outlook: Target Date Funds By: Beese Fulmer 08.01.2022 It Ain’t (That) Easy“Target-date funds” continue to gain a share of investors’ wallets, wi... Investment Outlook Second Quarter 2022: What was the Secret Sauce? By: Dennis S. Fulmer, CFA 07.27.2022 Since the dawn of civilization, standards of living tend to improve marginally from one ge... Investment Outlook Second Quarter 2022: Market Recap By: Nicholas T. Perini, CFA 07.25.2022 After you live through the worst of anything in the last 50 years, it's easy to have regre... Ask the Rational Investor: Should you buy the dip? By: Ryan T. Fulmer 07.05.2022 At the market correction’s low point, the S&P 500 and Nasdaq were down around 20 and 30% f... Ask the Rational Investor: Assessing Stocks' Competitive Strategy By: Ryan T. Fulmer 06.06.2022 Perhaps you’ve undergone strategic planning at your workplace, company, or a local non-pro... Ask the Rational Investor: Good Investors Stay Ready for Pop Quizzes By: Ryan T. Fulmer 05.09.2022 A good investor is always ready for a pop quiz, and market volatility often tests that rea... Investment Outlook: First Quarter 2022 - The Seesaw Effect By: Nicholas T. Perini, CFA 05.04.2022 Interest rates have been in the spotlight all year, with changes having all sorts of rippl... Fingerprints of a Great Business: Q1 2022 Investment Outlook By: Beese Fulmer 05.03.2022 Dusting for the fingerprints of a great businessAt Beese Fulmer, we are constantly on the ... Investment Outlook: First Quarter 2022 - Risk and Reward By: Dennis S. Fulmer, CFA 05.02.2022 How We Evaluate the Risk and Reward of a StockNo one has yet found the perfect formula for... Ask the Rational Investor: Finding Defensive Value Stocks By: Ryan T. Fulmer 04.03.2022 The first quarter of 2022 has been off to a wild start with the Federal Reserve now starti... Ask the Rational Investor: Lessons from Warren Buffett By: Ryan T. Fulmer 03.07.2022 Famed investor Warren Buffett and CEO of Berkshire Hathaway recently released their annual... Investment Outlook: Fourth Quarter 2021 - By: Nicholas T. Perini, CFA 02.11.2022 Just because it sounds the same doesn't mean it is. A common, long-discussed theme is that... Fossil Fuels vs. Renewable Energy: Q4 2021 Investment Outlook By: Dennis S. Fulmer, CFA 02.10.2022 A recent Wall Street Journal special section, titled “How Far Have We Really Gotten With A... ESG and Rational Thinking: Q4 2021 Investment Outlook By: Beese Fulmer 02.07.2022 Environmental, social, and governance characteristics are increasingly used as criteria wh... Ask the Rational Investor: Investing in Critical Software By: Ryan T. Fulmer 01.04.2022 Long-term investors attempt to predict what a business may look like in 3, 5, and even 10 ... Investment Outlook: Fourth Quarter 2021 - Market Recap By: Beese Fulmer 01.03.2022 It’s all a matter of perspective.  Looking at the quarter in its entirety would reveal one... Ask the Rational Investor: Market Outlook 2022 By: Ryan T. Fulmer 12.06.2021 As we review earnings, sales, and economic growth for 2022 we think investors should focus... The Search for Yield Can Be a Dangerous Game: Investment Outlook By: Nicholas T. Perini, CFA 11.02.2021 In a perfectly efficient market, the only way to reap larger returns is to take on larger ... Is Apple's Tim Cook Your Friend? Q3 2021 Investment Outlook By: Beese Fulmer 10.29.2021 Pending infrastructure legislation is currently wreaking havoc on Congress. Disagreements ... Beese Fulmer Named to CNBC FA 100 List By: Beese Fulmer 10.20.2021 CANTON, Ohio, Oct. 20, 2021 /PRNewswire/ -- Beese Fulmer Private Wealth Management, a lead... Ask the Rational Investor: Navigating Today's Markets By: Ryan T. Fulmer 10.03.2021 Today’s stock market represents an excellent example of how it can be challenging to be a ... Ask the Rational Investor: Finding Safety in Dividends By: Ryan T. Fulmer 09.07.2021 Over the last several months, I’ve written about different healthcare companies, such as J... Ask the Rational Investor: Value in Today’s Markets By: Ryan T. Fulmer 08.01.2021 Over the last 12 months, the stock market has continued to defy investors' expectations. M... Investment Lessons From CEO Letters to Shareholders By: Dennis S. Fulmer, CFA 07.23.2021 When sifting through annual reports I try to read many of the CEO’s letters to shareholder... Investment Outlook: Second Quarter 2021 Market Recap By: Beese Fulmer 07.22.2021 One of the most common questions I have been getting recently is, “should I be buying righ... Commodities and Why They Matter: Q2 2021 Investment Outlook By: Nicholas T. Perini, CFA 07.21.2021 The term commodity covers a wide range of basic goods and raw materials that are component... Ask the Rational Investor: CVS Health is Cheap! By: Ryan T. Fulmer 06.07.2021 On almost every street corner it seems you can find either a CVS or Walgreens!  The conven... Ask the Rational Investor: Covid Weighs on Aerospace By: Ryan T. Fulmer 05.03.2021 It seems like every month I end up writing the stock market is at or near an all-time high... Investment Outlook: First Quarter 2021 Market Recap By: Beese Fulmer 04.29.2021 RotationsIt may have gotten a bit too easy.  For a while, it felt as if you could throw mo... Ask the Rational Investor: Energize with Energy Stocks By: Ryan T. Fulmer 04.04.2021 The Energy sector is an almost forgotten sector of the S&P 500, making up slightly less th... NFL Media Contracts and the Market: Q1 2020 Investment Outlook By: Dennis S. Fulmer, CFA 04.02.2021 In our last issue, I reviewed how your bill for access to network channels funnels a lot o... Investment Outlook: First Quarter 2021 What a Difference a Year Makes By: Nicholas T. Perini, CFA 03.31.2021 It’s been an incredible 12 months; to some, it may have seemed far longer—but the calendar... Ask the Rational Investor: Are Bonds Safe? By: Ryan T. Fulmer 03.22.2021 Conventional wisdom is that stocks are risky, and bonds are safe.A share of a company’s st... Investment Outlook: Fourth Quarter 2020 Show Me the Money! By: Dennis S. Fulmer, CFA 02.05.2021 We have long favored the media industry because it generates copious amounts of cash.  Thi... Don't Judge a Stock by Its Index: Q4 2020 Investment Outlook By: Nicholas T. Perini, CFA 02.04.2021 It is easy to say that the stock market is expensive based on many of the typical valuatio... Investment Outlook: Fourth Quarter 2020 Market Recap By: Beese Fulmer 01.26.2021 I won’t even attempt to recap all that has occurred over these past twelve months—there wi... Ask the Rational Investor: Speculators Beware! By: Ryan T. Fulmer 01.03.2021 2020 produced outsized returns in the stock market, surprising many observers. As the pand... Ask the Rational Investor: Should You Add Banks to Your Portfolio? By: Ryan T. Fulmer 12.07.2020 One of the hardest-hit areas of the stock market this year has been the Financial sector, ... Ask the Rational Investor: Investing During the 2020 Election By: Ryan T. Fulmer 11.01.2020 This year has not been easy on long-term investors—with the Coronavirus recession and whip... Investment Outlook: Third Quarter 2020 Herd Mentality By: Nicholas T. Perini, CFA 10.15.2020 FOMOThanks to COVID-19 and the havoc it wreaked in 2020, we chose to take a hiatus from ou... Ask the Rational Investor: P&G Cleans Up Your Portfolio By: Ryan T. Fulmer 10.05.2020 A well-diversified portfolio includes all industry sectors of an economy – technology, ene... How Will the 2020 Election Impact the Stock Market? By: Beese Fulmer 09.30.2020 How Will the 2020 Election Impact the Stock Market?In the volatile year of 2020, investors... Investment Outlook: Third Quarter 2020 Market Recap By: Beese Fulmer 09.30.2020 If anything, the increased volatility we saw this quarter seemed a little more in-line wit... Investment Outlook: Third Quarter 2020 "Party Like it's 1999" By: Dennis S. Fulmer, CFA 09.30.2020 “It’s wonderful to promote new industries because they are very promotable. It’s very hard... Ask the Rational Investor: A New Driver at UPS By: Ryan T. Fulmer 09.02.2020 There is a new boss in the top job at UPS.  Furthermore, the new boss does not look to be ... Ask the Rational Investor: What Should you do now? By: Ryan T. Fulmer 08.03.2020 Most major stock market indices have nearly recovered losses for the year thus far.  Howev... Will Record Deficits and Fed Policies Ignite Inflation? By: Dennis S. Fulmer, CFA 07.31.2020 Will Record Deficits and Easy Fed Policies Ignite Inflation?Three years ago, a client aske... Investment Outlook Second Quarter 2020: Many Reasons to Like Gold By: Nicholas T. Perini, CFA 07.31.2020 When it comes to different investment options, few lead to a broader discussion than preci... Investment Outlook Second-Quarter 2020 By: Beese Fulmer 07.30.2020 2Q Market Recap: Shoot First, Ask Questions LaterOne of the toughest challenges right now ... Ask the Rational Investor: Is "big tech" too large? By: Ryan T. Fulmer 07.13.2020 Major stock market indices have recovered most of their losses for the year. In some regar... Ask the Rational Investor: Investing in an Uncertain World By: Ryan T. Fulmer 06.08.2020 With the S&P 500 down only modestly for the year, many investors are questioning how quick... Ask the Rational Investor: Don't Fight the Fed By: Ryan T. Fulmer 05.04.2020 In 1969 Milton Friedman, famed supply-side economist, wrote about how the Federal Reserve ... Investment Outlook: First Quarter 2020 Market Recap By: Beese Fulmer 04.10.2020 By now, we’ve all heard our fair share of superlatives trying to frame this unprecedented ... America May Change: First Quarter 2020 Investment Outlook By: Nicholas T. Perini, CFA 04.10.2020 In the midst of everything the nation has faced over the last few weeks, and the constant ... Investment Outlook: First Quarter 2020 America Will Recover By: Dennis S. Fulmer, CFA 04.06.2020 The uncertainty of the corona-virus pandemic has cast a shadow over every aspect of our li... Ask The Rational Investor: American Spirit Responds to Virus By: Ryan T. Fulmer 04.05.2020 Rays of American ingenuity are slipping through the coronavirus clouds, as our great count... Will $2 trillion be enough? By: Ryan T. Fulmer 03.28.2020 This past week, Congress approved $2 trillion in fiscal stimulus or 9.5% of the U.S. econo... Ask the Rational Investor: Special: Remain Calm Amongst the Fog By: Ryan T. Fulmer 03.22.2020 Without question the last few weeks have been gutwrenching.Erratic financial markets, temp... Ask The Rational Investor: Coronavirus and Your Portfolio By: Ryan T. Fulmer 03.02.2020 Over the last few weeks, Coronavirus fears have given stock market investors a wild ride, ... Ryan Fulmer gets Rational on Apple Growth's Sliced Podcast By: Ryan T. Fulmer 02.07.2020 Late last month, Ryan Fulmer sat down with Apple Growth Chairman Chuck Mullen to get ratio... Ask the Rational Investor: Beautify your portfolio with Estee Lauder By: Ryan T. Fulmer 02.03.2020 One of the best-performing Consumer Staples companies over the last decade* has been Estee... Ask the Rational Investor: New Law Changes IRA Strategies By: Ryan T. Fulmer 01.06.2020 In mid-December Congress passed the SECURE Act, which has recently received a lot of news ... Income In-Equality and Progressive Taxes By: Dennis S. Fulmer, CFA 12.31.2019 With unemployment rates at a record low level, some have shifted focus to income in-equali... Looking Past the Numbers: Behavioral Pitfalls in Investing, Part II By: Nicholas T. Perini, CFA 12.31.2019 As I (finally) sit down to write my second piece on behavioral finance, I’m starkly remind... Fourth Quarter 2019 Market Recap – A Decade in Review By: Beese Fulmer 12.31.2019 Barring a few minor exceptions, 2019 will be a year to remember with the major averages lo... Ask The Rational Investor: Is it Time to Sell? By: Ryan T. Fulmer 12.02.2019 With the stock market up nearly 27% year-to-date* many investors are wondering if they sho... What Is the Yield Curve and Why Does It Matter? By: Dennis S. Fulmer, CFA 11.22.2019 For the last year, pundits have been ruminating about the shape of the yield curve and wha... Investment Outlook: Third-Quarter 2019 - Market Recap and Review By: Beese Fulmer 11.15.2019 Whether or not you found this quarter at all interesting depends entirely on the amount of... Looking Past the Numbers: Behavioral Pitfalls in Investing By: Nicholas T. Perini, CFA 11.15.2019 For decades Economists have developed theories, hypotheses, and rules about how financial ... Ask The Rational Investor: Treasure Hunt at TJ Maxx By: Ryan T. Fulmer 11.04.2019 As a stock picker, I am constantly scouring the financial markets looking for mispriced in... Ask the Rational Investor: 365 Reasons to Own Microsoft By: Ryan T. Fulmer 10.07.2019 This past month, our office upgraded our Microsoft Office Suite from the one-time purchase... Ask The Rational Investor: Chinese trade war impact on your retirement By: Ryan T. Fulmer 09.01.2019 Due to Chinese trade war rhetoric, the stock market has been whipsawing investors, causing... Beese Fulmer, MacNealy Hoover to merge this fall By: Beese Fulmer 08.27.2019 As written by Edd PritchardTwo private investment firms in downtown Canton will combine as... Crain's Cleveland: Canton investment firms Beese Fulmer and Mac By: Beese Fulmer 08.17.2019 Two Canton investment firms are joining forces this fall.Beese Fulmer Private Wealth Manag... Beese Fulmer Welcomes Harry MacNealy and Charles Hoover to the Firm By: Ryan T. Fulmer 08.16.2019 The financial community in Stark County is not large, and over the course of nearly 40 yea... Build Your Portfolio With Stanley Black & Decker: Rational Investor By: Ryan T. Fulmer 08.12.2019 Growing up in Northeast Ohio, I’ve always wondered what makes the New England Patriots a s... Ask The Rational Investor: Costco Wholesale a great stock and store! By: Ryan T. Fulmer 07.14.2019 For years, Friends and Family have commented on the great prices, product quality, and sel... Investment Outlook: Second-Quarter 2019 - Market Recap and Review By: Beese Fulmer 07.01.2019 Sometimes a simple chart can be an invaluable tool in helping to identify what really matt... Investment Outlook: Second-Quarter 2019 - China, China, China By: Nicholas T. Perini, CFA 07.01.2019 It seems like uncertainty around a trade war with China is a top business story on an almo... Investment Outlook: Second-Quarter 2019 - Back to the Future By: Dennis S. Fulmer, CFA 07.01.2019 Financial press and business channels are always featuring people who attempt to forecast ... Investment Outlook: Second-Quarter 2019 - Income Inequality By: Beese Fulmer 07.01.2019 With the 2020 presidential campaign now underway, the issue of income inequality will undo... Ask The Rational Investor: Is Nike (NKE) a good investment? By: Ryan T. Fulmer 06.30.2019 Nike, Inc. (NKE) was founded in 1964 by Phil Knight and is the largest seller of athletic ... Should Investors Worry About Boeing's 737 MAX? Rational Investor By: Ryan T. Fulmer 04.08.2019 Boeing's 737 MAX is one of the most anticipated updates to the 737, which currently has an... Investment Outlook: First-Quarter 2019 Market Recap and Review By: Beese Fulmer 04.01.2019 Is good news good news, or is bad news good news?  What may seem like a straightforward qu... Investment Outlook: First-Quarter 2019 - The Year of Tech IPOs By: Nicholas T. Perini, CFA 04.01.2019 The first quarter of 2019 ended with the highly anticipated initial public offering (IPO) ... Investment Outlook: First-Quarter 2019 - Tax Reform worked! By: Dennis S. Fulmer, CFA 04.01.2019 The results are in and the dramatic reduction in the corporate income tax has increased in... Investment Outlook: First-Quarter 2019 - Value versus Growth By: Beese Fulmer 04.01.2019 Many investment managers view themselves as either Growth Managers or Value Managers.  Gro... The Best Way to Invest in the Automotive Sector: Rational Investor By: Ryan T. Fulmer 09.02.2018 Let’s imagine for a minute that all global stock markets close tomorrow, without notice, f... Retirement Case Study: Can We Maintain Our Current Lifestyle? By: Ryan T. Fulmer 01.15.2014 For the last three generations, Bob, 64, and his family have operated a small local busine...