Estate planning is important to all investors, so we created a video that provides a helpful overview and actionable steps you can take.
The subject matter focuses on the Why, What, When, and How of estate planning. Topics include: The Main Goals, Necessary Core Documents, A Simple Checklist, Life Events to Prioritize, Attorneys to Consider, and When to Review your Plan. Watch the entire program above (Viewing Time = 34:35)
Alternatively, you can choose to watch any of these shorter videos below.
This video focuses on the importance of having an estate plan and the main goals. Having a thoughtful plan in place today provides peace of mind for the future. (viewing time = 8:17)
Learn the core documents that are necessary to develop a solid estate plan as well as a simple checklist to follow and the value of coordination with various professionals. (viewing time = 12:53)
It’s vital to be proactive and have a holistic view of your estate before it becomes an urgent matter. Topics discussed include life events that prompt the priority of planning and how often you should review your plan. (viewing time = 8:55)
This conversation highlights how to get started and find the right attorney, the types of attorneys to consider, and what to expect as you move forward with your estate plan. (viewing time = 7:14)
Investing In Community: A Celebration of Renewal and Teamwork
For the second year in a row, Fenimore proudly partnered with Siena College Men’s and Women’s Basketball teams to host the Court Rehab Dedication and Ice Cream Social. This year’s event took place at the newly renovated George Street basketball court in Green Island, New York—a space that now stands as a testament to the power of community and the impact of teamwork.
The George Court, nestled under a highway bridge, had seen better days. Over time, it had been neglected due to necessary work on the bridge above, leaving the court in disrepair. But Green Island’s spirit never waned, and when the community voted for this court’s renovation during last season’s Siena basketball games, they chose to invest in a better future for their children and neighbors.
On July 29, the teams, local fans, and community gathered to celebrate the transformation of this vital community space. “Think about how many different kids this court can impact,” said Gerry McNamara, Head Coach of Siena Men’s Basketball. “They get a chance to come here on this incredibly refurbished court to have a safe place in a community environment.”
The dedication event wasn’t just about the court; it was about coming together to create something that will have a lasting, positive impact. We believe Fenimore’s commitment to community and teamwork was evident throughout the day, reflecting our core belief that by working together, we can build spaces where everyone can thrive.
The revitalized George Court is now more than just a place to play—it’s a symbol of what can be achieved when we all invest in our community.
At Fenimore Asset Management, we’ve stayed true to our investment philosophy and guided investors through the many ups and downs since 1974.
For 50 years, investors have relied on our in-depth investment research, focus on quality stocks, and personalized service — from people who truly care.
Wall Street Week Interview with Tom Putnam: January 29, 1993
CHANGING TIMES. UNCHANGING PRINCIPLES: Looking back as we celebrate Fenimore’s 50th Anniversary.
Join us in revisiting a pivotal moment: our Founder, Tom Putnam, sharing insights on Wall Street Week with Louis Rukeyser on January 29, 1993. Just like our steadfast stock selection process over the last 50 years, our mantra remains unchanged – focus on the long term.
At Fenimore, we meticulously assess companies through personal meetings, tours, and extensive research. Our criteria are rigorous: from understanding business models to ensuring strong balance sheets and ethical management.
Discover the difference of passive vs. active investing with Marc Roberts, CFA®, Portfolio Manager of the FAM Value Fund. Get insights into Fenimore’s approach to active management in our latest white paper ActiveManagement, A Different Perspective.
John Fox, CIO, Joins Walter Thorne of the Albany Business Review for Albany Executive Insights
John Fox, CIO, is honored to join Walter Thorne, Market President and Publisher of the Albany Business Review, for the Albany Executive Insights series, presented in partnership with the Albany Business Review.
Learn more as John walks through Fenimore’s investment approach: