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.
Beese Fulmer Welcomes Patrick Willoughby
Wednesday, June 12, 2024
Beese Fulmer Private Wealth Management adds Chief Operating Officer role. Canton, Ohio (June 12, 2024) – Beese Fulmer Private Wealth Management today announced that Patrick Willoughby has joined the group in the capacity of Chief Operating Officer.
Investment Outlook: Dig a Moat Around Your Digital Life - A Cybersecurity Checklist
Tuesday, May 14, 2024
While artificial intelligence promises to revolutionize our world, it also provides new opportunities for cybercriminals. As cybersecurity threats become more common, we strongly advise our clients to take the necessary steps to safeguard their private information.
Investment Outlook: Quality Investing: Recent Changes to Our Portfolios Driven by Beese Fulmer Buy and Sell Disciplines.
Tuesday, May 14, 2024
In our previous discussion, we outlined our quality investing process which emphasizes companies with predictable growth, strong profitability, and judicious capital allocation.
Ask the Rational Investor: Is Stagflation Brewing?
Monday, May 6, 2024
For over a decade, I’ve been writing the Ask the Rational Investor article about being unemotional and investing for the long-term.
Ask the Rational Investor: Don’t fear missing out on the markets!
Sunday, April 7, 2024
Over the last three months many stock market indices increased in value by close to 10% continuing strong market returns that investor’s experienced in 2023.
Ask the Rational Investor: Dell: A quiet AI turnaround
Friday, March 1, 2024
In the 1990’s, I remember going to the Gateway computer store in Belden Village. It had a unique feeling similar to Starbucks or an Apple store.
Increasing Liquidity with a Pledge Asset Line
Thursday, February 8, 2024
A Pledged Asset Line (PAL) is a strategic financial tool that allows investors to optimize liquidity while retaining the assets within their investment portfolios.
HEALTHCARE: A Year in Review and Outlook for 2024
Thursday, February 8, 2024
By: Robert Szeles, CFA
The year 2023 was a year of few certainties.
The year 2023 was a year of few certainties.
Ask the Rational Investor: Netflix is now a quality stock!
Thursday, February 1, 2024
The telecom industry has been undergoing ‘cord cutting’ a dramatic change to the industry that has accelerated the last several years due to faster internet speeds (impacting downloading and uploading), increased adoption of smart devices connected to the internet (e.
Fourth Quarter 2023 Market Recap: Soft Landing Triggers Stock Rally
Tuesday, January 16, 2024
Once again, we witnessed a rapid and significant change in the consensus economic outlook which led to a big increase in stock prices.
Investment Outlook: Quality Investing: A Long-Term Outperformer in a Post-Covid Economy
Tuesday, January 2, 2024
In the increasingly stable post-pandemic economy, the significance of quality investing is gaining recognition. This investment strategy, which prioritizes firms with robust financial health, consistent earnings, and positive cash flows, has demonstrated its capacity for long-term superior performance.