Unlocking Strategic Value: Profit-Sharing Retirement Plan Design for Non-Highly Compensated Employees
Tuesday, April 29, 2025
Unlocking Strategic Value: Profit-Sharing Retirement Plan Design for Non-Highly Compensated Employees
Retirement plan-based profit-sharing contributions are a powerful—yet underutilized—tool for aligning workforce behavior with business strategy. Most mid-sized U. S.
Retirement plan-based profit-sharing contributions are a powerful—yet underutilized—tool for aligning workforce behavior with business strategy. Most mid-sized U. S.
Investment Outlook: Understanding Tariffs: The Good, the bad, and the Complex
Tuesday, April 22, 2025
A tariff is a tax imposed by a government on imported goods. The primary function of a tariff is to make foreign products more expensive, thereby encouraging consumers to buy domestically produced alternatives.
Tariff Impact: Insights for Investors
Tuesday, April 15, 2025
We recently hosted a brief webinar, Tariff Impact: Insights for Investors. Two of our portfolio managers, Robert Szeles, CFA and Scott Camp presented on this topic.
Between Hamilton and Ricardo: The Battle for the Soul of U.S. Trade Policy
Monday, April 7, 2025
Key Takeaways:
- In 2025, the U. S. imposed a sweeping 10% baseline tariff on nearly all imports, signaling a shift toward protectionist trade policy.
- In 2025, the U. S. imposed a sweeping 10% baseline tariff on nearly all imports, signaling a shift toward protectionist trade policy.
Ask The Rational Investor: The Hidden Cost When Investors Pay for Certainty
Monday, April 7, 2025
Investors don't just prefer certainty; they crave it. This preference often works against their long-term interests. Our decision-making becomes particularly risk-averse after experiencing market volatility.
Ask The Rational Investor: Why Warren Buffett Is Sitting on $334 Billion
Tuesday, March 4, 2025
Warren Buffett’s annual letter to Berkshire Hathaway shareholders, released in February 2025, provides insight into how he is navigating an expensive stock market. The message is clear. While many investors chase record highs, Buffett remains patient.
Beechtree Capital Investment Joins Forces with Beese Fulmer Private Wealth Management
Monday, March 3, 2025
FOR IMMEDIATE RELEASE
Beechtree Capital Investment Joins Forces with Beese Fulmer Private Wealth Management
Southampton, NY & Canton, OH – March 3, 2025 – After more than 30 years of dedicated service in the investment management industry, Beechtree Capital Investment, Inc....
Beechtree Capital Investment Joins Forces with Beese Fulmer Private Wealth Management
Southampton, NY & Canton, OH – March 3, 2025 – After more than 30 years of dedicated service in the investment management industry, Beechtree Capital Investment, Inc....
Why Owning Individual Securities Feels Like Real Estate—Without the Drawbacks
Thursday, February 6, 2025
Why Owning Individual Securities Feels Like Real Estate—Without the Drawbacks
Real estate holds a timeless appeal for investors. It’s tangible. You can walk through it, see it, and understand it.
Real estate holds a timeless appeal for investors. It’s tangible. You can walk through it, see it, and understand it.
Beese Fulmer Welcomes Kelsey Friedt
Wednesday, January 15, 2025
Beese Fulmer Welcomes Kelsey Friedt as Investment Operations Analyst to Enhance Technology and Client Service
Beese Fulmer Private Wealth Management is proud to announce the addition of Kelsey Friedt as Investment Operations Analyst.
Beese Fulmer Private Wealth Management is proud to announce the addition of Kelsey Friedt as Investment Operations Analyst.
Ask the Rational Investor: Guarding Against Risk in Speculative Markets
Tuesday, January 7, 2025
The stock market can bring out strong emotions, and today’s environment is a reminder of how those emotions can lead to risky decisions.
Bitcoin’s Meteoric Rise—Investment or Just a Wild Ride?
Sunday, December 1, 2024
Over the past six months, Bitcoin’s value has surged, brushing close to the $100,000 milestone and reigniting debates among investors and enthusiasts alike.
When Complexity Outgrows Your broker
Thursday, November 21, 2024
The Role of Specialization in Managing private Wealth
We’ve all heard the saying: “You don’t know what you don’t know. ” When it comes to managing complex wealth and family dynamics, this couldn’t be more true.
We’ve all heard the saying: “You don’t know what you don’t know. ” When it comes to managing complex wealth and family dynamics, this couldn’t be more true.
Leadership Retirement Planning: Building Value for Companies and Families
Thursday, November 14, 2024
At Beese Fulmer, we understand that retirement planning for small and mid-sized business (SMB) leadership teams is more than just numbers—it's about creating a sustainable lifestyle for executives and their families that supports alignment with company goals.
Fiduciaries vs. Brokers: Choosing the Right Architect for Your Financial Future
Tuesday, November 12, 2024
Imagine you are preparing to build your dream retirement home, and you plan to spend your golden years there. The first step is selecting an architect to understand your goals and incorporate them into reality.
Understanding Retirement Plans: A Guide for Small Business Owners, CFOs, and HR Professionals
Thursday, November 7, 2024
Retirement plans are one of the most valuable benefits an employer can offer to attract and retain talent.
Investment Outlook: A Tale of Two Companies
Tuesday, November 5, 2024
In 2023, both Raytheon Technologies (RTX) and Boeing (BA) encountered substantial quality-control issues that impacted their operations and stock prices. The contrasting management responses to these crises significantly influenced investor sentiment and market performance.