Top 10 Tax and Wealth Strategies for Maximizing After-Tax Returns
Sunday, October 20, 2024
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.
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.
Tax Strategies for CPAs and Estate Attorneys through Active Portfolio Management
Saturday, October 19, 2024
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.
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.
How Alternative Investments Like Multi-Strategy Hedge Funds Can Enhance Your Portfolio
Friday, October 18, 2024
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.
Advanced Retirement Planning for High-Net-Worth Individuals: A Comprehensive Guide
Sunday, October 13, 2024
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.
Retirement planning for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals presents unique challenges and opportunities.
Family Wealth Conversations: Bridging Generational Perspectives
Saturday, October 12, 2024
In today's rapidly changing financial landscape, family wealth conversations have become more crucial than ever.
Ask the Rational Investor: Can Nike Bounce Back?
Tuesday, October 8, 2024
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.
Nike (NKE) has established itself as a global leader in athletic apparel and footwear, renowned for its innovative designs, advanced technology, and iconic branding.
Summer Recap of Beese Fulmer Team Events
Tuesday, September 17, 2024
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...
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.