Monthly Archives: July 2012

Purpose of IRS Form 5498

Posted on July 29, 2012 by

By Peter Sweetser IRS Form 5498 provides you with a tax-year summary of your Individual Retirement Account (IRA). It has several purposes such as reporting: 1. The contributions you made to your IRA for the particular tax year. 2. Rollovers. … Continue reading →

Posted in Retirement

Long-Term Outlook

Posted on July 22, 2012 by

By John Fox The stock market has performed well for the last couple of years, however many people have exited equities. In fact, investors have put billions of dollars into bond funds due to fear from global news. Meanwhile, we … Continue reading →

Posted in Market Commentary

FAM Small Cap Fund & Your Portfolio

Posted on July 15, 2012 by

By Fenimore Research Team Since the launch of the new FAM Small Cap Fund, we have fielded numerous questions about the Fund and its place in investment portfolios. We thought it would be helpful if we shared answers to some … Continue reading →

Posted in Fenimore's Value Investing

The Glass is Half Full

Posted on July 8, 2012 by

By Marc Roberts Investor fear is again being fueled. The root cause of the trepidation is nothing new: European fiscal and sovereign debt concerns, federal government deficit spending, the slow U.S. recovery, and signs of a slowdown in China. These … Continue reading →

Posted in Market Commentary