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Roth Conversions
Investor Education Series

Roth ConversionsInvestor Education Series

In this educational video on Roth IRA Conversions, Shaun Fagant, Shareholder Relations, breaks down this strategy that distributes pre-tax dollars (e.g., Traditional IRA, 401(k), 403(b)) into a Roth IRA for the potential for tax-free growth.

Here are some of the topics covered:

  • Basics of a Roth IRA
  • Introduction to a Roth Conversion
  • Advantages and Drawbacks to a Conversion
  • Frequently Asked Questions
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Financial Statements – Know the Numbers: Spotting Indicators Before Investing

Spotting Indicators Before Investing

Andrew Boord, Portfolio Manager of the FAM Small Cap Fund, discusses how he built a strong foundation for investment research while working with Howard Schilit, author of Financial Shenanigans. Fenimore Director of Sales, Bill McCartan, hosts this engaging conversation.

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The Wealth Effect

The Wealth Effect

Drew Wilson, Co-Manager of FAM Value Fund, discusses the “wealth effect” in an interview. The wealth effect is the notion that changes in consumer asset values (e.g. home, investment portfolio) affect a person’s confidence and willingness to spend.

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Stress Testing Banks

STRESS TESTING BANKS 

Fenimore Small Cap Strategy Portfolio Manager Andrew Boord discusses how our team’s hands-on management drives our ability to “stress test” banks during COVID-19 and evaluate their place in our portfolio. This video is excerpted from our “Fenimore Talks” event, held in partnership with the University at Albany.

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