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FAM FUNDS: 2024 RECAP & OUTLOOK

Written by Wright Design on . Posted in All News, Company Hightlights, Featured News & Insights, Podcasts, Videos, Videos & Podcasts.

FAM FUNDS: 2024 RECAP & OUTLOOK

Gain insights about FAM Funds from this video presentation. Highlights include:

  • Fenimore Retrospective — Anne Putnam, CEO
  • 2024 Review, 2025 Outlook — John Fox, Chief Investment Officer
  • Fund Updates — Value, Small Cap, and Dividend Focus Fund performance and portfolio activity.

Alternatively, you can choose to watch any of these shorter videos below. This was recorded live in front of University at Albany finance students.

  • Anne Putnam, Fenimore Retrospective

    FENIMORE RETROSPECTIVE

    FENIMORE RETROSPECTIVE
    Anne Putnam 

    Watch Video

  • John Fox, 2024Review, 2025 Outlook

    2024 REVIEW 2025 OUTLOOK 

    2024 REVIEW
    2025 OUTLOOK 
    John Fox, CFA®

    Watch Video

  • Drew Wilson, FAM Valu Fund

    FAM VALUE FUND

    FAM
    VALUE FUND
    Drew Wilson, CFA®

    Watch Video

  • Drew Wilson, FAM Small Cap Fund

    FAM SMALL CAP FUND

    FAM SMALL
    CAP FUND
    Kevin Gioia, CFA®

    Watch Video

  • William Prestom, FAM Dividend Focus Fund

    FAM DIVIDEND FOCUS FUND

    FAM DIVIDEND FOCUS FUND
    William Preston, CFA®

    Watch Video

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ESTATE PLANNING Plan Today. Enjoy Tomorrow.

ESTATE PLANNING: Plan Today. Enjoy Tomorrow. 

Written by Wright Design on . Posted in Investor Education, Planning Tips, Videos, Videos & Podcasts.

ESTATE PLANNING: Plan Today. Enjoy Tomorrow. 

Estate planning is important to all investors, so we created a video that provides a helpful overview and actionable steps you can take. 

The subject matter focuses on the Why, What, When, and How of estate planning.
Topics include: The Main Goals, Necessary Core Documents, A Simple Checklist, Life Events to Prioritize, Attorneys to Consider, and When to Review your Plan.
Watch the entire program above (Viewing Time = 34:35)  

Alternatively, you can choose to watch any of these shorter videos below.

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ESTATE PLANNING What are the key elements?

ESTATE PLANNING: What are the key elements? 

Written by Wright Design on . Posted in Videos, Videos & Podcasts.

ESTATE PLANNING: What are the key elements? 

Learn the core documents that are necessary to develop a solid estate plan as well as a simple checklist to follow and the value of coordination with various professionals.  
(viewing time = 12:53)   

This video is part of a comprehensive program — “Estate Planning: Plan Today. Enjoy Tomorrow.”

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ESTATE PLANNING When should it be a priority?

ESTATE PLANNING: When should it be a priority? 

Written by Wright Design on . Posted in Videos, Videos & Podcasts.

ESTATE PLANNING: When should it be a priority? 

It’s vital to be proactive and have a holistic view of your estate before it becomes an urgent matter. Topics discussed include life events that prompt the priority of planning and how often you should review your plan. 
(viewing time = 8:55)

This video is part of a comprehensive program — “Estate Planning: Plan Today. Enjoy Tomorrow.”

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