Investment Outlook: First Quarter 2022 - Risk and Reward
Monday, May 2, 2022
How We Evaluate the Risk and Reward of a StockNo one has yet found the perfect formula for picking stocks. It is more of an art than a science, as numerous changing variables affect a stock’s price.
Ask the Rational Investor: Finding Defensive Value Stocks
Sunday, April 3, 2022
The first quarter of 2022 has been off to a wild start with the Federal Reserve now starting to address rising inflation and the Russian conflict in Ukraine.
Ask the Rational Investor: Lessons from Warren Buffett
Monday, March 7, 2022
Famed investor Warren Buffett and CEO of Berkshire Hathaway recently released their annual report and investor letter.
Investment Outlook: Fourth Quarter 2021 - Football or Football
Friday, February 11, 2022
Just because it sounds the same doesn't mean it is.
A common, long-discussed theme is that European stocks are cheaper than US stocks.
A common, long-discussed theme is that European stocks are cheaper than US stocks.
Investment Outlook: Fourth Quarter 2021 - Fossil Fuels vs Renewable Energy
Thursday, February 10, 2022
A recent Wall Street Journal special section, titled “How Far Have We Really Gotten With Alternative Energy?” highlighted that the share of fossil-fuel-generated electricity dropped from 67% in 2010 to 60% in 2021.
Investment Outlook: Fourth Quarter 2021 - Environmental, Social, Governance, and Rational Thinking?
Monday, February 7, 2022
Environmental, social, and governance characteristics are increasingly used as criteria when professional investors diligence new opportunities.
Ask the Rational Investor: Investing in Critical Software
Tuesday, January 4, 2022
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.
Investment Outlook: Fourth Quarter 2021 - Market Recap
Monday, January 3, 2022
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.
Ask the Rational Investor: Market Outlook 2022
Monday, December 6, 2021
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...
Will inflationary pressures end up being transitory as Federal Reserve President Jerome Powell has been predicting? Economists expect to see...
Investment Outlook: Third Quarter 2021 - The Search for Yield Can be a Dangerous Game
Tuesday, November 2, 2021
In a perfectly efficient market, the only way to reap larger returns is to take on larger amounts of risk.
Investment Outlook: Third Quarter 2021 - Is Apple's Tim Cook Your Friend?
Friday, October 29, 2021
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.
Beese Fulmer Named to CNBC FA 100 List
Wednesday, October 20, 2021
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).
Ask the Rational Investor: Navigating Today's Markets
Sunday, October 3, 2021
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.
Ask the Rational Investor: Finding Safety in Dividends
Tuesday, September 7, 2021
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.
Ask the Rational Investor: Value in Today’s Markets
Sunday, August 1, 2021
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.
Investment Outlook: Second Quarter 2021 Don’t Miss Excellent Writing in CEO Letters to Shareholders
Friday, July 23, 2021
When sifting through annual reports I try to read many of the CEO’s letters to shareholders.