Liza Baran, Director of Shareholder Services, discusses key benefits of our service offerings and recent enhancements.
This excerpt is from our October 2021 FAM Funds Annual Shareholder Informational Meeting.
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.
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:
Fenimore CEO & CIO John Fox discusses where we were a year ago and where we are today. This video clip is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021.
FAM Dividend Focus Fund Portfolio Manager William Preston discusses virtual meetings with the leaders of our holdings and their effectiveness. This video is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021.
Fenimore’s Kevin Gioia, Portfolio Manager of the FAM Small Cap Fund, shares his views on small-cap stocks. This video clip is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021.
Valuation always matters over the long term explains Fenimore’s CEO & CIO John Fox. This excerpt is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021.