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Fenimore Discusses Market Cycles

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

Fenimore Discusses Market Cycles

Fenimore CEO, Anne Putnam, speaks to Fenimore’s 51 years of experience managing market cycles.

“Our analysts, our team of ten would tell you that this is normal. A correction happens and it gives us an opportunity to invest in our portfolios. We have the experience of over 51 years of history to make sure that we can put portfolios together that are meaningful for you and for us, so that you can sleep at night and have trust in us as your investment partner in order to maintain and mitigate the downturns we are experiencing today.” – Anne Putnam, CEO

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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

Definitions of Terms

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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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