iStock 1367180251
Top 10 Tax and Wealth Strategies for Maximizing After-Tax Returns
Introductory Video - Featuring Nick Perini, CFA, Vice President

For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families, actively managed portfolios provide a tailored, tax-efficient approach to building wealth that passive investment vehicles like mutual funds and ETFs cannot match.
Full Article
tax icon on adhesive note.jpg s1024x1024wisk20czePcu5fx60X66Jo7 XoQIEWoEmssNd0RHFNErP oBpY
Tax Strategies for CPAs and Estate Attorneys through Active Portfolio Management
Introductory Video - Featuring Ryan Fulmer, President

Picture this scenario: It’s April 14th, and one of your high-net-worth clients walks into your office with their portfolio statement in hand. They’re pleased with their strong returns but perplexed.
Full Article
one white collar worker rides on a red arrow symbol and the other stands on a blue arrow.jpg s1024x1024wisk20cmXWfyBE UoHIxaUm6OuzpamBY1OCD3 b0LRh2BdXJfw
How Alternative Investments Like Multi-Strategy Hedge Funds Can Enhance Your Portfolio
At Beese Fulmer Private Wealth Management, we recognize that diversifying beyond traditional stocks and bonds can help build resilient, long-term portfolios. Alternative investments—including hedge funds, private equity, and venture capital—offer sophisticated ways to enhance returns while managing risk.
Full Article
iStock 1132495765 modified b1c1da2f ad11 44cb b2b3 2a82a216e931
Advanced Retirement Planning for High-Net-Worth Individuals: A Comprehensive Guide
Watch Hypothetical Case Study Video - Featuring Ryan Fulmer, President

Retirement planning for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals presents unique challenges and opportunities.
Full Article
iStock 1077518510
Family Wealth Conversations: Bridging Generational Perspectives
In today's rapidly changing financial landscape, family wealth conversations have become more crucial than ever.
Full Article
iStock 458596075
Ask the Rational Investor: Can Nike Bounce Back?
Introductory Video - Featuring Ryan Fulmer, President

Nike (NKE) has established itself as a global leader in athletic apparel and footwear, renowned for its innovative designs, advanced technology, and iconic branding.
Full Article
photocards ai collage
Summer Recap of Beese Fulmer Team Events
As the Beese Fulmer team wraps up summer, here is a look back at some of our highlights! Ryan turned the BIG 4-0 in July; we spent some time together on the Gervasi Piazza and had a fun night at...
Full Article
iStock 2013848574
Ask the Rational Investor: Did a global IT outage create an opportunity?
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.
Full Article
iStock 1481095189
Investment Outlook: Second Quarter 2024 Market Recap
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.
Full Article
iStock 1482802805
Investment Outlook: Eaton and Ingersoll Rand – Quality Businesses with the Wind in Their Sales
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.
Full Article
Bull and Bear
Investment Outlook: A Review of Threats to the Current Bull Market
The U. S. stock market has been in a bull market since the low point reached in March 2020.
Full Article
iStock 1026624684
Investment Outlook: Don’t Put All Your Eggs in One Basket: Why Diversification Wins, Even During Market Surges
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.
Full Article
iStock 1492442581
Ask the Rational Investor: Can the stock market go higher?
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.
Full Article
DF
Investment Outlook: When Should We Worry About Deficits?
Anyone who looks at the simple math of our Federal Deficits should be worried.
Full Article
Financial Flexibility
The Importance of Increasing Flexibility for High-Income Earners
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...
Full Article
Cybersecurity for HNWI
Cybersecurity safeguards for high-net worth individuals
For high-net-worth and ultra-high-net-worth individuals, the effects of a cybersecurity attack can be costly and wide-reaching.
Full Article