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FENIMORE ASSET MANAGEMENT’S
LONG-TERM SUCCESSION PLAN

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

FENIMORE ASSET MANAGEMENT’S
LONG-TERM SUCCESSION PLAN

Fenimore’s Founder & Executive Chairman Tom Putnam, CEO John Fox, and President Deb Pollard discuss why we’ve held an annual meeting since 1987, our long-term succession plan, and recent news.

This excerpt is from our October 2021 FAM Funds Annual Shareholder Informational Meeting.

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Just a Minute with Fenimore: “Fixed for Retirement”

Written by Wright Design on . Posted in Investor Education, Resources, Retirement Resource, Videos, Videos & Podcasts.

JUST A MINUTE WITH FENIMORE:
“FIXED FOR RETIREMENT”

  • Discover: Fenimore’s goals for fixed income investing; what makes our research process distinctive; how we strive to mitigate risk; and how we partner with investors. 
  • This video is part of the “Just A Minute with Fenimore” series.
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What is a Roth Conversion?
Investor Education Series

Written by Wright Design on . Posted in Investor Education, Retirement Resource, Videos, Videos & Podcasts.

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.

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Roth Conversions
Investor Education Series

Written by Wright Design on . Posted in Investor Education, Retirement Resource, Videos, Videos & Podcasts.

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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