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Roth Conversions
Investor Education Series

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

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
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Stress Testing Banks

Written by Solasus Support on . Posted in Videos, Videos & Podcasts.

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.

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Enduring, Quality Businesses

Written by Solasus Support on . Posted in Videos, Videos & Podcasts.

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.

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