Beese Fulmer Private Wealth Management

10/07/2025

Market concentration has quietly reached historic levels — just ten companies now control nearly 40% of the S&P 500.

History shows that when markets get this top-heavy, volatility and under performance often follow.

Our latest article explores why this trend matters and how thoughtful diversification can protect long-term investors.

The S&P 500 looks diversified, but nearly half of it is tied to just ten stocks. Here’s why real diversification means looking beyond the “Magnificent Seven.”

09/01/2025

Today, we honor the hard work, dedication, and contributions of workers everywhere. Our business is closed today to give our team a well-deserved break, but we’ll be back tomorrow, ready to serve you! Enjoy your day and take time to relax!

08/12/2025

A new US–EU trade agreement will lower tariffs and remove the threat of immediate retaliation.

Effective August 1, most EU goods entering the U.S. will face a 15% tariff, including a reduction in auto tariffs from 27.5% to 15%. Markets have responded positively to the clarity this brings, though long-term effects will depend on factors such as capital inflows, inflation trends, and broader economic conditions.

Read the full Ask the Rational Investor article:

The new US–EU trade deal cuts tariffs, avoids escalation, and boosts market confidence. But with major EU investments in the U.S., could inflation pressures be next?

08/05/2025

Over the past 50 years, Dennis Fulmer has seen nearly every kind of bear market—and helped clients navigate them all.

In his latest article, Dennis reflects on the patterns he’s observed across decades of market declines and what they can teach today’s investors.

👉 Read more about his perspective here: https://beesefulmer.com/private-wealth-management/insights/bear-market-lessons-from-50-years/

After 50 years of researching stocks, I’ve seen every kind of bear market. Here’s how history helps us understand today’s volatility—and why perspective matters.

07/22/2025

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.

A brief summary of this issue:
🔹 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.

Read the full Investment Outlook Newsletter here:

Explore Beese Fulmer’s Q2 2025 Investment Outlook: market insights, planning tools, and news from our growing advisory team.

07/08/2025

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. The company remains a deeply embedded partner to the U.S. government, operating at the center of defense, intelligence, and civil technology modernization. Its recent stock price decline reflects impatience, not deterioration.

Read the full article:

Booz Allen Hamilton remains embedded at the core of U.S. defense and cybersecurity. Despite market volatility, its long-term fundamentals and strategic role are stronger than ever.

07/04/2025

🇺🇸 Happy Independence Day from all of us at Beese Fulmer! 🇺🇸

Today, we celebrate freedom, unity, and the spirit of America. Our business is closed today as we join in honoring this special day. Wishing everyone a safe and memorable 4th of July filled with family, fun, and fireworks!

07/01/2025

We’re excited to announce that Meridian Capital Management Group, Inc. has joined Beese Fulmer Private Wealth Management. This partnership reflects a shared commitment to long-term relationships, disciplined investing, and always putting clients first.

Read more about what this means for Meridian and Beese Fulmer clients:

Meridian Capital Management joins Beese Fulmer Private Wealth Management—uniting two trusted Ohio firms in a seamless succession plan. Clients gain expanded resources, experienced advisors, and a continued commitment to personalized, fiduciary service.

06/30/2025

Congratulations to our own Bob Szeles on being named one of the 30 for the future class of 2025!
Thank you for all you do for our clients and our community.

🚀 Leading the Future of Greater Akron 🚀

We’re thrilled to announce the 2025 30 for the Future honorees — 30 standout professionals (ages 25–39) who demonstrate exceptional leadership and are making an impact on our region.

These innovators, changemakers, and community builders are redefining what leadership looks like, and we invite you to join us in celebrating them:

📅 Friday, September 19, 2025
🕣 8:30 – 10:30 AM
📍 DoubleTree by Hilton Akron/Fairlawn
🎟️ Register now | Sponsorships: https://ow.ly/8AjS50Wiyg4

✨ Join us for breakfast, networking, and an inspiring program honoring the people who are building a brighter tomorrow.

Full press release here: https://ow.ly/yUJw50Wizht

📸 All honorees listed below:
Leigh Ann Andreani
Michelle Banis
Will Blake
Kofi Boakye
Chelsea Caspersen
Morgan Ferrell, MAP
Brandon H. Fredericks, CPA
Nathan Fulmer
Kenneth Furdich
Brandy Harmon
Bryce Harris
Anna Huntsman
Jeff Klemm
Giovanna Knudsen
Kelly Le
Jessica Lynn
Lauren Marsh
Rebecca Miklos
Stephanie Onderko, MBA
Raj Patel
Rohan Paul, MBA, MA
Reilly Perme
Jess Rist
Pariksh*t Sarda
Kristen Swinehart
Robert Szeles, CFA
Nathan Walden
Arkeyia Walker
Dominique Waters
Wendy Wood

06/15/2025

Happy Father's Day from all of us at Beese Fulmer!

Today, we honor the fathers, grandfathers, and father figures who inspire, support, and guide us. Thank you for all that you do! Enjoy your day—you’ve earned it!

06/11/2025

Beese Fulmer is looking for an Office Coordinator / Executive Assistant to join our team in a key client-facing role.
This person will often be the first point of contact—on the phone or in person—helping to create a warm, professional, and lasting impression of our firm.
Know someone who is organized, personable, and thrives in a team environment?
Tag them below or send them our way—I'd love to connect!

Beese Fulmer is seeking a highly organized and detail-oriented Office Coordinator to serve as the front-line representative of our firm and ensure smooth daily operations in our office.

06/03/2025

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 a metaphor. It is in the federal budget.

For decades, the United States has financed its priorities through debt. This includes wars, tax cuts, aging populations, and economic shocks. This habit was enabled by a rare alignment of forces: the dollar's status as the global reserve currency, investor faith in American institutions, and three decades of disinflation. These conditions allowed Washington to borrow widely and cheaply, often without consequence.

Read the full article: https://beesefulmer.com/private-wealth-management/insights/us-debt-interest-crisis/