Tag: investor education

Account Options

Account Options

Retirement Accounts

Whether you are just getting started, changing jobs, doing a 401(k) rollover, or in retirement, our team can guide you. Accounts include:

  • Traditional IRA
  • Roth IRA
  • SEP Account
  • SIMPLE IRA
  • 403(b)(7)

Education Savings Accounts

Are you ready to pay for your child’s college education? If not, we can help.

  • Coverdell Education Savings Account (ESA)

Other Types of Accounts

  • Separately Managed Accounts
  • Uniform Transfers to Minors Act Account (UTMA)
  • Trust Accounts
  • Business Accounts
  • Taxable Accounts
  • Small Business Retirement Accounts

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FIXED INCOME & BALANCED PORTFOLIOS

Are you aware that Fenimore provides fixed income offerings?

  • Our fixed income strategy’s primary objective is capital preservation with income generation. We construct bond portfolios to provide stability with current income.
  • We design balanced portfolios for those who seek both long-term capital appreciation and current income by investing in stocks, bonds, and cash.
  • The minimum Fenimore Asset Management relationship for a fixed income account is $500,000.

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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.

  • DCA is a long-term strategy that involves investing a fixed-dollar amount into a mutual fund account (for example) at regular intervals. It takes advantage of the cyclical nature of the stock market and allows you to focus on long-term growth and ignore shortterm market conditions.
  • Since you always invest the same amount, you purchase more shares when the price is low and fewer shares when the price is high. DCA’s premise is that your average cost per share may be less than your average price per share, thus reducing your investment risk over time.
  • DCA also allows for small investments that, when done consistently over time, can grow into big savings.

Automatic investing from your bank account is an easy way to make saving a habit while bringing some peace to your life.

Dollar-cost averaging is a plan of continuous investment in securities regardless of their inconsistent prices. Of course, you must consider your financial ability to continually purchase shares. As with all investment methods, there is no performance guarantee.

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TAKE ADVANTAGE OF
FAM FUNDS’ LOW
MONTHLY MINIMUM — $50
Call 800-932-3271 to Learn More


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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.

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