Wealth Management Insights
Researched and written by Beese Fulmer advisors for a rational view of wealth management
Rational Thinking for Complex Financial Decisions
Explore our wealth management blog, featuring wealth management insights from the experienced advisors at Beese Fulmer. Each article brings together experienced perspectives on investing, financial planning, and personal finance tips to help individuals, families, and institutions stay informed. From market trends to long-term strategies, our insights are designed to provide clear, rational guidance for more confident financial decisions.
Micron Technology: The Memory Behind the AI Revolution
As our investment committee looks beyond the first wave of AI hardware, we believe Micron ...
The Hidden Tax Cost of Mutual Funds
Mutual funds were a financial innovation that democratized investing. Decades ago, when tr...
Ask the Rational Investor: Tools Transforming Patient Care
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
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
Ten companies. That's all it takes to control 40% of the S&P 500 right now. Highest le...
Ask the Rational Investor: EU and US Trade Agreement Reached
This past Sunday, the United States and European Union finalized a trade agreement that im...
Bear Markets During My 50 years of Investing
As I reached my 50 years as a professional researching stocks, and 45 years since founding...
Investment Outlook Q2 2025 Newsletter
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
The market has re-rated Booz Allen Hamilton as if its business has stalled. It has not. Th...
Meridian Capital Management joins Beese Fulmer
Beese Fulmer Private Wealth Management, a respected independent investment advisory firm, ...
Ask the Rational Investor: The Interest Bill That Could Bankrupt Washington
America is now spending more to service its past than to invest in its future. That is not...
Investment Outlook: Staying Rational: Navigating Market Volatility with Confidence
The financial markets have recently experienced heightened volatility, evidenced by market...
Unlocking Strategic Value: Profit-Sharing Retirement Plan Design for Non-Highly Compensated Employees
Unlocking Strategic Value: Profit-Sharing Retirement Plan Design for Non-Highly Compensate...
Investment Outlook: Understanding Tariffs: The Good, the bad, and the Complex
A tariff is a tax imposed by a government on imported goods. The primary function of a tar...
Tariff Impact: Insights for Investors
We recently hosted a brief webinar, Tariff Impact: Insights for Investors. Two of our port...
Ask The Rational Investor: The Hidden Cost When Investors Pay for Certainty
Investors don't just prefer certainty; they crave it. This preference often works against ...
Between Hamilton and Ricardo: The Battle for the Soul of U.S. Trade Policy
Key Takeaways:
- In 2025, the U.S. imposed a sweeping 10% baseline tariff on nearly all im...
Ask The Rational Investor: Why Warren Buffett Is Sitting on $334 Billion
Warren Buffett’s annual letter to Berkshire Hathaway shareholders, released in February 20...
Beechtree joins Beese Fulmer
FOR IMMEDIATE RELEASE
Beechtree Capital Investment Joins Forces with Beese Fulmer Private...
Why Owning Individual Securities Feels Like Real Estate—Without the Drawbacks
Why Owning Individual Securities Feels Like Real Estate—Without the Drawbacks
Real estate ...
Beese Fulmer Welcomes Kelsey Friedt
Beese Fulmer Welcomes Kelsey Friedt as Investment Operations Analyst to Enhance Technology...
Ask the Rational Investor: Guarding Against Risk in Speculative Markets
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?
Over the past six months, Bitcoin’s value has surged, brushing close to the $100,000 miles...
When Complexity Outgrows Your broker
The Role of Specialization in Managing private Wealth
We’ve all heard the saying: “You don...
Leadership Retirement Planning: Building Value for Companies and Families
At Beese Fulmer, we understand that retirement planning for small and mid-sized busine...
Fiduciaries vs. Brokers: Choosing the Right Architect for Your Financial Future
Imagine you are preparing to build your dream retirement home, and you plan to spend your ...
Understanding Retirement Plans: A Guide for Small Business Owners, CFOs, and HR Professionals
Retirement plans are one of the most valuable benefits an employer can offer to attract an...
Investment Outlook: A Tale of Two Companies
In 2023, both Raytheon Technologies (RTX) and Boeing (BA) encountered substantial quality-...
Integrated Tax Strategies and Active Portfolio Management for Optimal Wealth Growth
At Beese Fulmer Private Wealth Management, we believe successful wealth management require...
Is the US Stock Market’s Next Decade Set for Subpar Returns?
The last ten years have been a rewarding ride for investors, with the stock market deliver...
Investment Outlook: Third Quarter 2024 Market Recap
The third quarter witnessed a few reversals. The upward trend in interest rates reversed w...
Simplifying Retirement Plan Transitions
Transitioning a retirement plan can feel overwhelming, but at Beese Fulmer Private Wealth ...
The Private Equity Playbook: A Guide to Sustainable Wealth and Risk Navigation
At Beese Fulmer Private Wealth Management, we offer a comprehensive, rational approach to ...
Top 10 Tax and Wealth Strategies for Maximizing After-Tax Returns
Introductory Video - Featuring Nick Perini, CFA, Vice President
For high-net-worth (HNW) a...
Tax Strategies for CPAs and Estate Attorneys through Active Portfolio Management
Introductory Video - Featuring Ryan Fulmer, President
Picture this scenario: It’s April 14...
How Alternative Investments Like Multi-Strategy Hedge Funds Can Enhance Your Portfolio
At Beese Fulmer Private Wealth Management, we recognize that diversifying beyond tradition...
Advanced Retirement Planning for High-Net-Worth Individuals: A Comprehensive Guide
Watch Hypothetical Case Study Video - Featuring Ryan Fulmer, President
Retirement planning...
Family Wealth Conversations: Bridging Generational Perspectives
In today's rapidly changing financial landscape, family wealth conversations have become m...
Ask the Rational Investor: Can Nike Bounce Back?
Introductory Video - Featuring Ryan Fulmer, President
Nike (NKE) has established itself as...
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! R...
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 t...
Investment Outlook: Second Quarter 2024 Market Recap
We are halfway through 2024 and the equity markets have continued to march higher. While t...
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 ...
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....
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...
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 m...
Investment Outlook: When Should We Worry About Deficits?
Anyone who looks at the simple math of our Federal Deficits should be worried. Evan ...
The Importance of Increasing Flexibility for High-Income Earners
For high income individuals earning into seven figures, why should they consider investing...
Cybersecurity safeguards for high-net worth individuals
For high-net-worth and ultra-high-net-worth individuals, the effects of a cybersecurity at...
Beese Fulmer Welcomes Patrick Willoughby
Beese Fulmer Private Wealth Management adds Chief Operating Officer role.
Canton, Ohio (Ju...
Investment Outlook: Quality Investing: Recent Changes to Our Portfolios Driven by Beese Fulmer Buy and Sell Disciplines.
In our previous discussion, we outlined our quality investing process which emphasizes com...
Investment Outlook: Dig a Moat Around Your Digital Life - A Cybersecurity Checklist
While artificial intelligence promises to revolutionize our world, it also provides new op...
Ask the Rational Investor: Is Stagflation Brewing?
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!
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
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
The year 2023 was a year of few certainties. Commencing with ...
Increasing Liquidity with a Pledge Asset Line
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!
The telecom industry has been undergoing ‘cord cutting’ a dramatic change to the industry ...
Fourth Quarter 2023 Market Recap: Soft Landing Triggers Stock Rally
Once again, we witnessed a rapid and significant change in the consensus economic outlook ...
Ask the Rational Investor: Cusp of Manufacturing Renaissance
Over the next 7-10 years a dramatic increase in industrial spending is being forecasted as...
Investment Outlook: Commercial Aerospace: There is light at the end of the tunnel
Based on the data, commercial aerospace should be a great business and investment opportun...
Investment Outlook: Quality Investing: A Long-Term Outperformer in a Post-Covid Economy
In the increasingly stable post-pandemic economy, the significance of quality investing is...
Ask the Rational Investor: Banks are Back!
The last two years have been challenging for bank stock investors as they have dramaticall...
Beese Fulmer Investment Management, Inc. Partners with Alta Trust to Launch Beese Fulmer Collective Investment Trust and Beese Fulmer Quality Equity Fund
CANTON, Ohio, Nov. 16, 2023 -- Beese Fulmer Investment Management, Inc. (Beese Fulmer), a ...
Beese Fulmer Investment Management, Inc. Achieves GIPS Compliance
Canton, Ohio, October 10, 2023 - Beese Fulmer Investment Management, Inc., an investment m...
Ask the Rational Investor: Is inflation really subsiding?
Until the last two weeks or so the stock market resembled the bull market after the pandem...
Stagflation 101: What It Means for Your Portfolio and How to Position for It!
Stagflation is a rare but serious economic phenomenon that can pose significant risks for ...
Rational Investing in an AI Bonanza
Excitement about Artificial Intelligence has been a major driver of the S&P 500’s perf...
Third Quarter 2023 Market Recap and Looking Forward
When the consensus opinion on the economic outlook changes, the financial markets respond....
US Economy: A Transformative Economic Landscape is on the Horizon
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
The Timken Company, a long-standing pillar of the American industrial sector headquartered...
Investment Outlook: The Challenges of US Infrastructure Spending
More than $2 trillion is currently sitting in Federal coffers. Between now and 2032, every...
Ask the Rational Investor: Be careful investing in artificial intelligence
Over the last several months, investors’ exuberance towards anything related to artificial...
Ask the Rational Investor: Give your portfolio a makeover with ULTA Beauty
As we have written in past Ask the Rational Investors, we focus on identifying highly prof...
Ask the Rational Investor: Investing in Predictable Railroads
An investment philosophy is an important and often overlooked part of any portfolio. Our f...
Ask the Rational Investor: Checking the 2023 Market Outlook
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
When you think of insurance you probably think of Geico’s Gecko or Progressive Insurance’s...
Investment Outlook - The Investor and Market Fluctuations
Ben Graham coined this title for Chapter 8 of his classic 1949 book titled “The Intelligen...
Investment Outlook - US Central Bank Policy: What in the FED is going on?
US headlines over the last quarter continued to swing negative. Some days, even week...
Investment Outlook - Third Quarter 2022 Market Recap
The third quarter of 2022 saw equities officially enter a bear market amidst declining glo...
Investment Outlook - Strong US Dollar
Powerful, well-built, tough, and indestructible are all synonyms for the word STRONG. &nbs...
Ask the Rational Investor: Steps to Improve Your Portfolio
How quickly markets can change! In our September Ask the Rational Investor, we discu...
Beese Fulmer CNBC FA 100 2022
CANTON, Ohio (Oct. 10, 2022) – Beese Fulmer Private Wealth Management, a leading Northeast...
Ask the Rational Investor: Repositioning Your Portfolio into Market Strength
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
The Financial sector has traditionally offered slow and steady earnings growth complemente...
Europe: A Challenging Road Ahead
US headlines over the last quarter continued to swing negative. Some days, even week...
Investment Outlook: Target Date Funds
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?
Since the dawn of civilization, standards of living tend to improve marginally from one ge...
Investment Outlook Second Quarter 2022: Market Recap
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?
At the market correction’s low point, the S&P 500 and Nasdaq were down around 20 and 3...
Ask the Rational Investor: Assessing Stocks' Competitive Strategy
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
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
Interest rates have been in the spotlight all year, with changes having all sorts of rippl...
Investment Outlook: First Quarter 2022 - Fingerprints of a Great Business
Dusting for the fingerprints of a great businessAt Beese Fulmer, we are constantly on the ...
Investment Outlook: First Quarter 2022 - Risk and Reward
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
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
Famed investor Warren Buffett and CEO of Berkshire Hathaway recently released their annual...
Investment Outlook: Fourth Quarter 2021 -
Just because it sounds the same doesn't mean it is. A common, long-discussed theme is...
Investment Outlook: Fourth Quarter 2021 - Fossil Fuels vs Renewable Energy
A recent Wall Street Journal special section, titled “How Far Have We Really Gotten With A...
Investment Outlook: Fourth Quarter 2021 - Environmental, Social, Governance, and Rational Thinking?
Environmental, social, and governance characteristics are increasingly used as criteria wh...
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 ...
Investment Outlook: Fourth Quarter 2021 - Market Recap
It’s all a matter of perspective. Looking at the quarter in its entirety would revea...
Ask the Rational Investor: Market Outlook 2022
As we review earnings, sales, and economic growth for 2022 we think investors should focus...
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 ...
Investment Outlook: Third Quarter 2021 - Is Apple's Tim Cook Your Friend?
Pending infrastructure legislation is currently wreaking havoc on Congress. Disagreements ...
Beese Fulmer Named to CNBC FA 100 List
CANTON, Ohio, Oct. 20, 2021 /PRNewswire/ -- Beese Fulmer Private Wealth Man...
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 ...
Ask the Rational Investor: Finding Safety in Dividends
Over the last several months, I’ve written about different healthcare companies, such as J...
Ask the Rational Investor: Value in Today’s Markets
Over the last 12 months, the stock market has continued to defy investors' expectations. M...
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 shareholder...
Investment Outlook: Second Quarter 2021 Market Recap
One of the most common questions I have been getting recently is, “should I be buying righ...
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 component...
Ask the Rational Investor: CVS Health is Cheap!
On almost every street corner it seems you can find either a CVS or Walgreens! The c...
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...
Investment Outlook: First Quarter 2021 Market Recap
RotationsIt may have gotten a bit too easy. For a while, it felt as if you could thr...
Ask the Rational Investor: Energize with Energy Stocks
The Energy sector is an almost forgotten sector of the S&P 500, making up slightly les...
Investment Outlook: First Quarter 2020 The NFL Spikes the Ball in the Endzone After Their New Media Contract
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
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?
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!
We have long favored the media industry because it generates copious amounts of cash. ...
Investment Outlook: Fourth Quarter 2020 Don't Judge a Stock by its Index
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
I won’t even attempt to recap all that has occurred over these past twelve months—there wi...
Ask the Rational Investor: Speculators Beware!
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?
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
This year has not been easy on long-term investors—with the Coronavirus recession and whip...
Investment Outlook: Third Quarter 2020 Herd Mentality
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
A well-diversified portfolio includes all industry sectors of an economy – technology, ene...
Investment Outlook: Third Quarter 2020: How Will the 2020 Election Impact the Stock Market?
How Will the 2020 Election Impact the Stock Market?In the volatile year of 2020, investors...
Investment Outlook: Third Quarter 2020 Market Recap
If anything, the increased volatility we saw this quarter seemed a lit...
Investment Outlook: Third Quarter 2020 "Party Like it's 1999"
“It’s wonderful to promote new industries because they are very promotable. It’s...
Ask the Rational Investor: A New Driver at UPS
There is a new boss in the top job at UPS. Furthermore, the new boss does not look t...
Ask the Rational Investor: What Should you do now?
Most major stock market indices have nearly recovered losses for the year thus far. ...
Investment Outlook: Second-Quarter 2020 - Will Record Deficits and Easy Fed Policies Ignite Inflation?
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
When it comes to different investment options, few lead to a broader discussion than preci...
Investment Outlook Second-Quarter 2020
2Q Market Recap: Shoot First, Ask Questions LaterOne of the toughest challenges right now ...
Ask the Rational Investor: Is "big tech" too large?
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
With the S&P 500 down only modestly for the year, many investors are questioning how q...
Ask the Rational Investor: Don't Fight the Fed
In 1969 Milton Friedman, famed supply-side economist, wrote about how the Federal Reserve ...
Investment Outlook: First Quarter 2020 Market Recap
By now, we’ve all heard our fair share of superlatives trying to frame this unprecede...
Investment Outlook: First Quarter 2020 America May Change – Just Like it Always Does
In the midst of everything the nation has faced over the last few weeks, and the...
Investment Outlook: First Quarter 2020 America Will Recover
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
Rays of American ingenuity are slipping through the coronavirus clouds, as our great count...
Will $2 trillion be enough?
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
Without question the last few weeks have been gutwrenching.Erratic financial markets, temp...
Ask The Rational Investor: Coronavirus and Your Portfolio
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
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
One of the best-performing Consumer Staples companies over the last decade* has been Estee...
Ask the Rational Investor: New Law Changes IRA Strategies
In mid-December Congress passed the SECURE Act, which has recently received a lot of news ...
Income In-Equality and Progressive Taxes
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
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
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?
With the stock market up nearly 27% year-to-date* many investors are wondering if they sho...
Investment Outlook: Third-Quarter 2019: What is the Yield Curve and Who Cares if it is Flat?
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
Whether or not you found this quarter at all interesting depends entirely on the amount of...
Investment Outlook: Third-Quarter 2019 - Looking Past the Numbers: Behavioral Pitfalls in Investing
For decades Economists have developed theories, hypotheses, and rules about how financial ...
Ask The Rational Investor: Treasure Hunt at TJ Maxx
As a stock picker, I am constantly scouring the financial markets looking for mispriced in...
Ask the Rational Investor: 365 Reasons to Own Microsoft
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
Due to Chinese trade war rhetoric, the stock market has been whipsawing investors, causing...
Beese Fulmer, MacNealy Hoover to merge this fall
As written by Edd PritchardTwo private investment firms in downtown Canton will combine as...
Crain's Cleveland: Canton investment firms Beese Fulmer and Mac
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
The financial community in Stark County is not large, and over the course of nearly 40 yea...
Ask the Rational Investor: Build Your Portfolio with Stanley Black and Decker!
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!
For years, Friends and Family have commented on the great prices, product quality, and sel...
Investment Outlook: Second-Quarter 2019 - Market Recap and Review
Sometimes a simple chart can be an invaluable tool in helping to identify what really matt...
Investment Outlook: Second-Quarter 2019 - China, China, China
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
Financial press and business channels are always featuring people who attempt to forecast ...
Investment Outlook: Second-Quarter 2019 - Income Inequality
With the 2020 presidential campaign now underway, the issue of income inequality will undo...
Ask The Rational Investor: Is Nike (NKE) a good investment?
Nike, Inc. (NKE) was founded in 1964 by Phil Knight and is the largest seller of athletic ...
Ask the Rational Investor: Should investors worry about Boeing’s 737 MAX issue?
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
Is good news good news, or is bad news good news? What may seem like a straight...
Investment Outlook: First-Quarter 2019 - The Year of Tech IPOs
The first quarter of 2019 ended with the highly anticipated initial public offering (IPO) ...
Investment Outlook: First-Quarter 2019 - Tax Reform worked!
The results are in and the dramatic reduction in the corporate income tax has increased in...
Investment Outlook: First-Quarter 2019 - Value versus Growth
Many investment managers view themselves as either Growth Managers or Value Managers. ...
Ask The Rational Investor: What is the best way to invest in the automotive sector?
Let’s imagine for a minute that all global stock markets close tomorrow, without notice, f...
Case Study: Bob and Joan: “Can my wife and I maintain our lifestyle in retirement?”
For the last three generations, Bob, 64, and his family have operated a small local b...
The Hidden Tax Cost of Mutual Funds
Mutual funds were a financial innovation that democratized investing. Decades ago, when tr...
Ask the Rational Investor: Tools Transforming Patient Care
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
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
Ten companies. That's all it takes to control 40% of the S&P 500 right now. Highest le...
Ask the Rational Investor: EU and US Trade Agreement Reached
This past Sunday, the United States and European Union finalized a trade agreement that im...
Bear Markets During My 50 years of Investing
As I reached my 50 years as a professional researching stocks, and 45 years since founding...
Investment Outlook Q2 2025 Newsletter
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
The market has re-rated Booz Allen Hamilton as if its business has stalled. It has not. Th...
Meridian Capital Management joins Beese Fulmer
Beese Fulmer Private Wealth Management, a respected independent investment advisory firm, ...
Ask the Rational Investor: The Interest Bill That Could Bankrupt Washington
America is now spending more to service its past than to invest in its future. That is not...
Investment Outlook: Staying Rational: Navigating Market Volatility with Confidence
The financial markets have recently experienced heightened volatility, evidenced by market...
Unlocking Strategic Value: Profit-Sharing Retirement Plan Design for Non-Highly Compensated Employees
Unlocking Strategic Value: Profit-Sharing Retirement Plan Design for Non-Highly Compensate...
Investment Outlook: Understanding Tariffs: The Good, the bad, and the Complex
A tariff is a tax imposed by a government on imported goods. The primary function of a tar...
Tariff Impact: Insights for Investors
We recently hosted a brief webinar, Tariff Impact: Insights for Investors. Two of our port...
Ask The Rational Investor: The Hidden Cost When Investors Pay for Certainty
Investors don't just prefer certainty; they crave it. This preference often works against ...
Between Hamilton and Ricardo: The Battle for the Soul of U.S. Trade Policy
Key Takeaways:
- In 2025, the U.S. imposed a sweeping 10% baseline tariff on nearly all im...
Ask The Rational Investor: Why Warren Buffett Is Sitting on $334 Billion
Warren Buffett’s annual letter to Berkshire Hathaway shareholders, released in February 20...
Beechtree joins Beese Fulmer
FOR IMMEDIATE RELEASE
Beechtree Capital Investment Joins Forces with Beese Fulmer Private...
Why Owning Individual Securities Feels Like Real Estate—Without the Drawbacks
Why Owning Individual Securities Feels Like Real Estate—Without the Drawbacks
Real estate ...
Beese Fulmer Welcomes Kelsey Friedt
Beese Fulmer Welcomes Kelsey Friedt as Investment Operations Analyst to Enhance Technology...
Ask the Rational Investor: Guarding Against Risk in Speculative Markets
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?
Over the past six months, Bitcoin’s value has surged, brushing close to the $100,000 miles...
When Complexity Outgrows Your broker
The Role of Specialization in Managing private Wealth
We’ve all heard the saying: “You don...
Leadership Retirement Planning: Building Value for Companies and Families
At Beese Fulmer, we understand that retirement planning for small and mid-sized busine...
Fiduciaries vs. Brokers: Choosing the Right Architect for Your Financial Future
Imagine you are preparing to build your dream retirement home, and you plan to spend your ...
Understanding Retirement Plans: A Guide for Small Business Owners, CFOs, and HR Professionals
Retirement plans are one of the most valuable benefits an employer can offer to attract an...
Investment Outlook: A Tale of Two Companies
In 2023, both Raytheon Technologies (RTX) and Boeing (BA) encountered substantial quality-...
Integrated Tax Strategies and Active Portfolio Management for Optimal Wealth Growth
At Beese Fulmer Private Wealth Management, we believe successful wealth management require...
Is the US Stock Market’s Next Decade Set for Subpar Returns?
The last ten years have been a rewarding ride for investors, with the stock market deliver...
Investment Outlook: Third Quarter 2024 Market Recap
The third quarter witnessed a few reversals. The upward trend in interest rates reversed w...
Simplifying Retirement Plan Transitions
Transitioning a retirement plan can feel overwhelming, but at Beese Fulmer Private Wealth ...
The Private Equity Playbook: A Guide to Sustainable Wealth and Risk Navigation
At Beese Fulmer Private Wealth Management, we offer a comprehensive, rational approach to ...
Top 10 Tax and Wealth Strategies for Maximizing After-Tax Returns
Introductory Video - Featuring Nick Perini, CFA, Vice President
For high-net-worth (HNW) a...
Tax Strategies for CPAs and Estate Attorneys through Active Portfolio Management
Introductory Video - Featuring Ryan Fulmer, President
Picture this scenario: It’s April 14...
How Alternative Investments Like Multi-Strategy Hedge Funds Can Enhance Your Portfolio
At Beese Fulmer Private Wealth Management, we recognize that diversifying beyond tradition...
Advanced Retirement Planning for High-Net-Worth Individuals: A Comprehensive Guide
Watch Hypothetical Case Study Video - Featuring Ryan Fulmer, President
Retirement planning...
Family Wealth Conversations: Bridging Generational Perspectives
In today's rapidly changing financial landscape, family wealth conversations have become m...
Ask the Rational Investor: Can Nike Bounce Back?
Introductory Video - Featuring Ryan Fulmer, President
Nike (NKE) has established itself as...
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! R...
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 t...
Investment Outlook: Second Quarter 2024 Market Recap
We are halfway through 2024 and the equity markets have continued to march higher. While t...
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 ...
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....
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...
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 m...
Investment Outlook: When Should We Worry About Deficits?
Anyone who looks at the simple math of our Federal Deficits should be worried. Evan ...
The Importance of Increasing Flexibility for High-Income Earners
For high income individuals earning into seven figures, why should they consider investing...
Cybersecurity safeguards for high-net worth individuals
For high-net-worth and ultra-high-net-worth individuals, the effects of a cybersecurity at...
Beese Fulmer Welcomes Patrick Willoughby
Beese Fulmer Private Wealth Management adds Chief Operating Officer role.
Canton, Ohio (Ju...
Investment Outlook: Quality Investing: Recent Changes to Our Portfolios Driven by Beese Fulmer Buy and Sell Disciplines.
In our previous discussion, we outlined our quality investing process which emphasizes com...
Investment Outlook: Dig a Moat Around Your Digital Life - A Cybersecurity Checklist
While artificial intelligence promises to revolutionize our world, it also provides new op...
Ask the Rational Investor: Is Stagflation Brewing?
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!
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
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
The year 2023 was a year of few certainties. Commencing with ...
Increasing Liquidity with a Pledge Asset Line
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!
The telecom industry has been undergoing ‘cord cutting’ a dramatic change to the industry ...
Fourth Quarter 2023 Market Recap: Soft Landing Triggers Stock Rally
Once again, we witnessed a rapid and significant change in the consensus economic outlook ...
Ask the Rational Investor: Cusp of Manufacturing Renaissance
Over the next 7-10 years a dramatic increase in industrial spending is being forecasted as...
Investment Outlook: Commercial Aerospace: There is light at the end of the tunnel
Based on the data, commercial aerospace should be a great business and investment opportun...
Investment Outlook: Quality Investing: A Long-Term Outperformer in a Post-Covid Economy
In the increasingly stable post-pandemic economy, the significance of quality investing is...
Ask the Rational Investor: Banks are Back!
The last two years have been challenging for bank stock investors as they have dramaticall...
Beese Fulmer Investment Management, Inc. Partners with Alta Trust to Launch Beese Fulmer Collective Investment Trust and Beese Fulmer Quality Equity Fund
CANTON, Ohio, Nov. 16, 2023 -- Beese Fulmer Investment Management, Inc. (Beese Fulmer), a ...
Beese Fulmer Investment Management, Inc. Achieves GIPS Compliance
Canton, Ohio, October 10, 2023 - Beese Fulmer Investment Management, Inc., an investment m...
Ask the Rational Investor: Is inflation really subsiding?
Until the last two weeks or so the stock market resembled the bull market after the pandem...
Stagflation 101: What It Means for Your Portfolio and How to Position for It!
Stagflation is a rare but serious economic phenomenon that can pose significant risks for ...
Rational Investing in an AI Bonanza
Excitement about Artificial Intelligence has been a major driver of the S&P 500’s perf...
Third Quarter 2023 Market Recap and Looking Forward
When the consensus opinion on the economic outlook changes, the financial markets respond....
US Economy: A Transformative Economic Landscape is on the Horizon
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
The Timken Company, a long-standing pillar of the American industrial sector headquartered...
Investment Outlook: The Challenges of US Infrastructure Spending
More than $2 trillion is currently sitting in Federal coffers. Between now and 2032, every...
Ask the Rational Investor: Be careful investing in artificial intelligence
Over the last several months, investors’ exuberance towards anything related to artificial...
Ask the Rational Investor: Give your portfolio a makeover with ULTA Beauty
As we have written in past Ask the Rational Investors, we focus on identifying highly prof...
Ask the Rational Investor: Investing in Predictable Railroads
An investment philosophy is an important and often overlooked part of any portfolio. Our f...
Ask the Rational Investor: Checking the 2023 Market Outlook
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
When you think of insurance you probably think of Geico’s Gecko or Progressive Insurance’s...
Investment Outlook - The Investor and Market Fluctuations
Ben Graham coined this title for Chapter 8 of his classic 1949 book titled “The Intelligen...
Investment Outlook - US Central Bank Policy: What in the FED is going on?
US headlines over the last quarter continued to swing negative. Some days, even week...
Investment Outlook - Third Quarter 2022 Market Recap
The third quarter of 2022 saw equities officially enter a bear market amidst declining glo...
Investment Outlook - Strong US Dollar
Powerful, well-built, tough, and indestructible are all synonyms for the word STRONG. &nbs...
Ask the Rational Investor: Steps to Improve Your Portfolio
How quickly markets can change! In our September Ask the Rational Investor, we discu...
Beese Fulmer CNBC FA 100 2022
CANTON, Ohio (Oct. 10, 2022) – Beese Fulmer Private Wealth Management, a leading Northeast...
Ask the Rational Investor: Repositioning Your Portfolio into Market Strength
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
The Financial sector has traditionally offered slow and steady earnings growth complemente...
Europe: A Challenging Road Ahead
US headlines over the last quarter continued to swing negative. Some days, even week...
Investment Outlook: Target Date Funds
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?
Since the dawn of civilization, standards of living tend to improve marginally from one ge...
Investment Outlook Second Quarter 2022: Market Recap
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?
At the market correction’s low point, the S&P 500 and Nasdaq were down around 20 and 3...
Ask the Rational Investor: Assessing Stocks' Competitive Strategy
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
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
Interest rates have been in the spotlight all year, with changes having all sorts of rippl...
Investment Outlook: First Quarter 2022 - Fingerprints of a Great Business
Dusting for the fingerprints of a great businessAt Beese Fulmer, we are constantly on the ...
Investment Outlook: First Quarter 2022 - Risk and Reward
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
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
Famed investor Warren Buffett and CEO of Berkshire Hathaway recently released their annual...
Investment Outlook: Fourth Quarter 2021 -
Just because it sounds the same doesn't mean it is. A common, long-discussed theme is...
Investment Outlook: Fourth Quarter 2021 - Fossil Fuels vs Renewable Energy
A recent Wall Street Journal special section, titled “How Far Have We Really Gotten With A...
Investment Outlook: Fourth Quarter 2021 - Environmental, Social, Governance, and Rational Thinking?
Environmental, social, and governance characteristics are increasingly used as criteria wh...
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 ...
Investment Outlook: Fourth Quarter 2021 - Market Recap
It’s all a matter of perspective. Looking at the quarter in its entirety would revea...
Ask the Rational Investor: Market Outlook 2022
As we review earnings, sales, and economic growth for 2022 we think investors should focus...
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 ...
Investment Outlook: Third Quarter 2021 - Is Apple's Tim Cook Your Friend?
Pending infrastructure legislation is currently wreaking havoc on Congress. Disagreements ...
Beese Fulmer Named to CNBC FA 100 List
CANTON, Ohio, Oct. 20, 2021 /PRNewswire/ -- Beese Fulmer Private Wealth Man...
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 ...
Ask the Rational Investor: Finding Safety in Dividends
Over the last several months, I’ve written about different healthcare companies, such as J...
Ask the Rational Investor: Value in Today’s Markets
Over the last 12 months, the stock market has continued to defy investors' expectations. M...
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 shareholder...
Investment Outlook: Second Quarter 2021 Market Recap
One of the most common questions I have been getting recently is, “should I be buying righ...
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 component...
Ask the Rational Investor: CVS Health is Cheap!
On almost every street corner it seems you can find either a CVS or Walgreens! The c...
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...
Investment Outlook: First Quarter 2021 Market Recap
RotationsIt may have gotten a bit too easy. For a while, it felt as if you could thr...
Ask the Rational Investor: Energize with Energy Stocks
The Energy sector is an almost forgotten sector of the S&P 500, making up slightly les...
Investment Outlook: First Quarter 2020 The NFL Spikes the Ball in the Endzone After Their New Media Contract
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
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?
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!
We have long favored the media industry because it generates copious amounts of cash. ...
Investment Outlook: Fourth Quarter 2020 Don't Judge a Stock by its Index
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
I won’t even attempt to recap all that has occurred over these past twelve months—there wi...
Ask the Rational Investor: Speculators Beware!
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?
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
This year has not been easy on long-term investors—with the Coronavirus recession and whip...
Investment Outlook: Third Quarter 2020 Herd Mentality
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
A well-diversified portfolio includes all industry sectors of an economy – technology, ene...
Investment Outlook: Third Quarter 2020: How Will the 2020 Election Impact the Stock Market?
How Will the 2020 Election Impact the Stock Market?In the volatile year of 2020, investors...
Investment Outlook: Third Quarter 2020 Market Recap
If anything, the increased volatility we saw this quarter seemed a lit...
Investment Outlook: Third Quarter 2020 "Party Like it's 1999"
“It’s wonderful to promote new industries because they are very promotable. It’s...
Ask the Rational Investor: A New Driver at UPS
There is a new boss in the top job at UPS. Furthermore, the new boss does not look t...
Ask the Rational Investor: What Should you do now?
Most major stock market indices have nearly recovered losses for the year thus far. ...
Investment Outlook: Second-Quarter 2020 - Will Record Deficits and Easy Fed Policies Ignite Inflation?
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
When it comes to different investment options, few lead to a broader discussion than preci...
Investment Outlook Second-Quarter 2020
2Q Market Recap: Shoot First, Ask Questions LaterOne of the toughest challenges right now ...
Ask the Rational Investor: Is "big tech" too large?
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
With the S&P 500 down only modestly for the year, many investors are questioning how q...
Ask the Rational Investor: Don't Fight the Fed
In 1969 Milton Friedman, famed supply-side economist, wrote about how the Federal Reserve ...
Investment Outlook: First Quarter 2020 Market Recap
By now, we’ve all heard our fair share of superlatives trying to frame this unprecede...
Investment Outlook: First Quarter 2020 America May Change – Just Like it Always Does
In the midst of everything the nation has faced over the last few weeks, and the...
Investment Outlook: First Quarter 2020 America Will Recover
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
Rays of American ingenuity are slipping through the coronavirus clouds, as our great count...
Will $2 trillion be enough?
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
Without question the last few weeks have been gutwrenching.Erratic financial markets, temp...
Ask The Rational Investor: Coronavirus and Your Portfolio
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
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
One of the best-performing Consumer Staples companies over the last decade* has been Estee...
Ask the Rational Investor: New Law Changes IRA Strategies
In mid-December Congress passed the SECURE Act, which has recently received a lot of news ...
Income In-Equality and Progressive Taxes
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
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
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?
With the stock market up nearly 27% year-to-date* many investors are wondering if they sho...
Investment Outlook: Third-Quarter 2019: What is the Yield Curve and Who Cares if it is Flat?
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
Whether or not you found this quarter at all interesting depends entirely on the amount of...
Investment Outlook: Third-Quarter 2019 - Looking Past the Numbers: Behavioral Pitfalls in Investing
For decades Economists have developed theories, hypotheses, and rules about how financial ...
Ask The Rational Investor: Treasure Hunt at TJ Maxx
As a stock picker, I am constantly scouring the financial markets looking for mispriced in...
Ask the Rational Investor: 365 Reasons to Own Microsoft
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
Due to Chinese trade war rhetoric, the stock market has been whipsawing investors, causing...
Beese Fulmer, MacNealy Hoover to merge this fall
As written by Edd PritchardTwo private investment firms in downtown Canton will combine as...
Crain's Cleveland: Canton investment firms Beese Fulmer and Mac
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
The financial community in Stark County is not large, and over the course of nearly 40 yea...
Ask the Rational Investor: Build Your Portfolio with Stanley Black and Decker!
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!
For years, Friends and Family have commented on the great prices, product quality, and sel...
Investment Outlook: Second-Quarter 2019 - Market Recap and Review
Sometimes a simple chart can be an invaluable tool in helping to identify what really matt...
Investment Outlook: Second-Quarter 2019 - China, China, China
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
Financial press and business channels are always featuring people who attempt to forecast ...
Investment Outlook: Second-Quarter 2019 - Income Inequality
With the 2020 presidential campaign now underway, the issue of income inequality will undo...
Ask The Rational Investor: Is Nike (NKE) a good investment?
Nike, Inc. (NKE) was founded in 1964 by Phil Knight and is the largest seller of athletic ...
Ask the Rational Investor: Should investors worry about Boeing’s 737 MAX issue?
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
Is good news good news, or is bad news good news? What may seem like a straight...
Investment Outlook: First-Quarter 2019 - The Year of Tech IPOs
The first quarter of 2019 ended with the highly anticipated initial public offering (IPO) ...
Investment Outlook: First-Quarter 2019 - Tax Reform worked!
The results are in and the dramatic reduction in the corporate income tax has increased in...
Investment Outlook: First-Quarter 2019 - Value versus Growth
Many investment managers view themselves as either Growth Managers or Value Managers. ...
Ask The Rational Investor: What is the best way to invest in the automotive sector?
Let’s imagine for a minute that all global stock markets close tomorrow, without notice, f...
Case Study: Bob and Joan: “Can my wife and I maintain our lifestyle in retirement?”
For the last three generations, Bob, 64, and his family have operated a small local b...
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