What is a Roth Conversion?
Investor Education Series

What is a Roth Conversion?
Investor Education Series

In this short educational video Shaun Fagant, Shareholder Relations, clearly defines a Roth IRA Conversion.

If you would like more information about a Roth IRA Conversion, please watch our other video, “Roth Conversions” or contact us at 800.932.3271.

SHARE ON


Back

Continue reading

Roth Conversions
Investor Education Series

Roth Conversions

Investor 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
SHARE ON


Back

Continue reading

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.

SHARE ON


Back

ENDURING, QUALITY BUSINESSES

ENDURING, QUALITY BUSINESSES

Fenimore CEO & CIO John Fox says no one can predict the future, that’s why it’s imperative to “own businesses that can do well no matter the environment.” This video is excerpted from our “Fenimore Talks” event, held in partnership with the University at Albany.

SHARE ON


Back

FAM FUNDS’ ANNUAL SHAREHOLDER INFORMATIONAL MEETING

FAM FUNDS’ ANNUAL SHAREHOLDER INFORMATIONAL MEETING

“Resilience” was the theme of 2020’s meeting held in mid-October. Highlights include:

  • Fenimore’s selection process and steadfast focus on quality companies
  • Environmental, Social, and Governance (ESG) investing
  • Managing risk – quality companies at the right price
SHARE ON


Back

  • 1
  • 2
Thomas O. Putnam founded Fenimore in 1974 with two passions: conduct in-depth, firsthand, independent investment research and serve investors with excellence and integrity. Today Fenimore Asset Management, manager of the FAM Funds, is nationally recognized, yet locally rooted and independently owned. Decades have passed, but our approach endures.

Securities offered through Fenimore Securities, Inc. Member FINRA/SIPC,
and advisory services offered through Fenimore Asset Management, Inc.

© Fenimore Asset Management. All Rights Reserved.