Monthly Archives: March 2011

An ounce of prevention is worth a pound of cure.

Posted on March 31, 2011 by

By Tom Putnam Despite the fact that we just observed the second birthday of the current Bull Market, anxiety remains prevalent. People are nervous about things such as rising oil and gas prices, the tragedy in Japan, Middle East conflicts, … Continue reading →

Posted in Market Commentary

Traditional IRA to Roth IRA Conversion

Posted on March 17, 2011 by

By Peter Sweetser First, a conversion is when you move assets from a tax-deferred account (such as a 401(k) or Traditional IRA) into a Roth IRA; it is an intentional, taxable event. When you take advantage of this option, you … Continue reading →

Posted in Retirement

18th Annual FAM 5K “Fund” Run/Walk

Posted on March 7, 2011 by

By Anne Putnam On Saturday, September 24th, FAM Funds will host our 18th Annual FAM 5K “Fund” Run/Walk  at the Cobleskill Fairgrounds. This charitable event attracts more than 800 participants and 200 volunteers along with entertainment, several community booths, and … Continue reading →

Posted in Corporate Citizenship