As we celebrate National Women’s History month, we want to take the time to acknowledge our female investors, friends, and colleagues at Fenimore Asset Management. We believe women have never been in a better position to achieve financial independence for themselves and their families.

The Fenimore team is currently 43% female comprising of women employees across all departments including members of the management team as well as Deb Pollard, Fenimore’s President. We are very proud of this statistic as we all move towards bridging the gaps in the financial services industry.

Our team knows firsthand some of the unique challenges women can face.

Some women have handled the family’s finances all along, while others may be new to the world of investing. No matter your level of expertise, there’s always room to learn more and adjust your plan based on your current circumstances:

Andrew Boord, Portfolio Manager - Fenimore Small Cap Strategy

If you are a beginning investor:

  • Decide what you are saving for and how much you can afford to invest. Consider dollar cost averaging and increasing your savings each year. Dollar cost averaging is investing a fixed dollar amount over regularly scheduled intervals over time.
  • Don’t postpone getting started. The financial cost of waiting could be significant over time.
  • Don’t be afraid to ask questions. It is important to understand the risk, objectives and fees associated with your investments. There are also various account types to consider that may offer different tax treatment.

If you are a more experienced investor:

  • Review your investment strategy to ensure it aligns with your financial goals, time horizon, and risk tolerance. The key is to try to maximize investment returns at a level of risk that you’re comfortable with.
  • Understand what you own and what role each investment plays in your portfolio.
  • Consider the impact of taxes, fees, trading costs, and inflation.

The team at Fenimore Asset Management is here to help.

Contact us at 1-800-932-3271 or  

Fenimore Asset Management does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

There is no guarantee that any of the estimates, targets or projections illustrated in this summary will be achieved. There can be no guarantee that the investment objectives of Fenimore will be achieved. Any investment entails a risk of loss. An investor could lose all or substantially all of his or her investment. Clients or prospective clients should consider the investment objectives, risks, and charges and expenses carefully before investing. You may obtain a copy of the most recent mutual fund prospectus by calling 800-932-3271 and/or visiting www.fenimoreasset.com.

Fenimore Asset Management Inc. is an SEC registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made.

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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.

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