• All

    • 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.

      READ ARTICLE

    • Roth ConversionsInvestor 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.

      READ ARTICLE

    • IRA and Retirement Plan Limits for 2021
      IRA and Retirement Plan Limits for 2021
      Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased.

      READ ARTICLE

    • Comparison of TraditionalIRA’s and Roth IRA’s
      Comparison of Traditional
      IRA’s and Roth IRA’s
      Both Traditional and Roth IRAs feature tax-sheltered growth of earnings and give you a variety of investment choices. However, there are important differences between these two types of IRAs. You must understand these differences before you can choose the type of IRA that's best for you. Learn how Traditional and Roth IRAs compare and contrast.

      READ ARTICLE

    • Simplified Employee Pension Plans (SEPs)
      Simplified Employee Pension Plans (SEPs)
      A simplified employee pension (SEP) is a written plan that allows small-business owners to make retirement contributions to traditional IRAs (SEP-IRAs) set up for themselves and for each eligible employee. These contributions may be deducted from your business’s income and excluded from your employees’ income.

      READ ARTICLE

    • Revisiting the 4% Rule
      Revisiting the 4% Rule
      Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging. How much of your savings can you withdraw each year? Withdraw too much and you run the risk of running out of money. Withdraw too little and you may miss out on a more comfortable retirement lifestyle.

      READ ARTICLE

    • Understanding IRA’s
      Understanding IRA’s
      An individual retirement account (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at work, you might also consider investing in an IRA.

      READ ARTICLE

    • Individual Retirement Accounts
      Individual Retirement Accounts
      We recommend that you review, and update as necessary, both your primary and contingent IRA beneficiaries annually. If your situation has changed, there may be unintended consequences from your beneficiary designations.

      READ ARTICLE

    • IS A ROTH IRA CONVERSION RIGHT FOR YOU?
      IS A ROTH IRA CONVERSION RIGHT FOR YOU?
      Concerned about future tax rates? You may want to consider converting your Traditional IRA to a Roth IRA. A Roth conversion is a permissible transaction that allows you to pay income taxes on some or all your retirement assets when you convert and benefit from taxfree withdrawals in the future.

      READ ARTICLE

    • COMMON CENTS PLANNING
      COMMON CENTS PLANNING
      In an ideal world, investors should have at least six months, and as much as two years, of living expenses set aside before they invest in stocks. Although you may not be there yet, it is a worthwhile goal. Having a sufficient cash reserve – in good times and bad – should provide flexibility and allow you to make rational, unforced financial decisions.

      READ ARTICLE

    • Savings Accounts
      Savings Accounts
      Whether you are just getting started, changing jobs, doing a 401(k) rollover, or running a business, our team can guide you.

      READ ARTICLE

    • REMOVE THE EMOTION FROM INVESTING
      REMOVE THE EMOTION FROM INVESTING
      The numerous news headlines processed every day can cause an investor to be fearful and make misguided decisions with their assets. The good news is that there is a calm and sensible investment approach called dollar-cost averaging (DCA) that can help mitigate the angst.

      READ ARTICLE

  • Investing Basics

    • Savings Accounts
      Savings Accounts
      Whether you are just getting started, changing jobs, doing a 401(k) rollover, or running a business, our team can guide you.

      READ ARTICLE

    • REMOVE THE EMOTION FROM INVESTING
      REMOVE THE EMOTION FROM INVESTING
      The numerous news headlines processed every day can cause an investor to be fearful and make misguided decisions with their assets. The good news is that there is a calm and sensible investment approach called dollar-cost averaging (DCA) that can help mitigate the angst.

      READ ARTICLE

  • Retirement Resource

    • 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.

      READ ARTICLE

    • Roth ConversionsInvestor 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.

      READ ARTICLE

    • IRA and Retirement Plan Limits for 2021
      IRA and Retirement Plan Limits for 2021
      Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased.

      READ ARTICLE

    • Comparison of TraditionalIRA’s and Roth IRA’s
      Comparison of Traditional
      IRA’s and Roth IRA’s
      Both Traditional and Roth IRAs feature tax-sheltered growth of earnings and give you a variety of investment choices. However, there are important differences between these two types of IRAs. You must understand these differences before you can choose the type of IRA that's best for you. Learn how Traditional and Roth IRAs compare and contrast.

      READ ARTICLE

    • Simplified Employee Pension Plans (SEPs)
      Simplified Employee Pension Plans (SEPs)
      A simplified employee pension (SEP) is a written plan that allows small-business owners to make retirement contributions to traditional IRAs (SEP-IRAs) set up for themselves and for each eligible employee. These contributions may be deducted from your business’s income and excluded from your employees’ income.

      READ ARTICLE

    • Revisiting the 4% Rule
      Revisiting the 4% Rule
      Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging. How much of your savings can you withdraw each year? Withdraw too much and you run the risk of running out of money. Withdraw too little and you may miss out on a more comfortable retirement lifestyle.

      READ ARTICLE

    • Understanding IRA’s
      Understanding IRA’s
      An individual retirement account (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at work, you might also consider investing in an IRA.

      READ ARTICLE

    • Individual Retirement Accounts
      Individual Retirement Accounts
      We recommend that you review, and update as necessary, both your primary and contingent IRA beneficiaries annually. If your situation has changed, there may be unintended consequences from your beneficiary designations.

      READ ARTICLE

    • IS A ROTH IRA CONVERSION RIGHT FOR YOU?
      IS A ROTH IRA CONVERSION RIGHT FOR YOU?
      Concerned about future tax rates? You may want to consider converting your Traditional IRA to a Roth IRA. A Roth conversion is a permissible transaction that allows you to pay income taxes on some or all your retirement assets when you convert and benefit from taxfree withdrawals in the future.

      READ ARTICLE

  • Planning Tips

    • COMMON CENTS PLANNING
      COMMON CENTS PLANNING
      In an ideal world, investors should have at least six months, and as much as two years, of living expenses set aside before they invest in stocks. Although you may not be there yet, it is a worthwhile goal. Having a sufficient cash reserve – in good times and bad – should provide flexibility and allow you to make rational, unforced financial decisions.

      READ ARTICLE

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.