We’re pleased to share our latest Investment Outlook Newsletter, featuring market commentary, firm developments, and financial planning tools designed to help clients invest with clarity.

  • Market Recap: Equities rallied in Q2, with broader participation beyond tech. Inflation remained moderate, and corporate earnings were generally strong despite tariff-related headwinds.

  • Firm Update: Meridian Capital Management Group has officially joined Beese Fulmer. We’re honored to welcome their team and clients, and we remain committed to high-touch, relationship-based service.

  • Perspective: Our investment team takes a closer look at Booz Allen Hamilton — a business we believe remains well-positioned in defense and AI, despite recent stock market pressure.

  • Planning Tools: Our integrated financial planning platform helps clients visualize key decisions, model outcomes, and stay engaged with their long-term goals — all within a unified client portal.

  • Historical Insight: From market panics to global conflicts, history shows resilience. We explore why staying invested and rational remains a powerful long-term strategy.

Click here to read the full Q2 2025 Investment Outlook Newsletter