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    Investment Research Insights

    2020 Election

    As the presidential election year approaches, you may be wondering if the stock market will go up or down based on who is elected.

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    Trade War

    Headlines around global trade are having some effect on the markets. Stock prices generally follow corporate earnings over the long term, so here is our view on tariffs.

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      A Look Inside FAM Dividend Focus Fund (FAMEX)

      The name may have changed to FAM Dividend Focus Fund, but the proven research process and high-conviction dividend growth strategy have not.

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      FAM Equity-Income Fund is now FAM Dividend Focus Fund

      Only the name changes: FAM Dividend Focus Fund (FAMEX)

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      Generation to Generation

      Discussing the generational transfer of your wealth with your adult children may feel as uncomfortable as talking politics at a dinner party. There is no question that the Greatest Generation — and those that came before — kept their financial information much closer to the vest, while Boomers have been more apt to discuss these affairs with their children. It is obviously a personal decision if you want this discussion to take place.

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      Berkshire Hathaway’s Annual Meeting – Key Takeaways

      For decades, our Investment Research Analysts have journeyed to Omaha for this distinct gathering that Warren Buffett and Charlie Munger host. It’s an opportunity to hear astute insights and, as usual, this year’s event did not disappoint.

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      Letter from Cobleskill – Spring 2019

      “The university’s storied history centers around coaching legend John Wooden who won 10 championships, including a remarkable seven in a row. Mr. Wooden has a library of timeless quotes. One quote epitomizes the extensive research we conduct on your behalf, ‘You can’t have confidence unless you are prepared. Failure to prepare is preparing to fail.’ Our fieldwork equips us to make purchases even during times of adversity.”

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      Consumer Perspective from CAGNY Conference

      FAM recently attended the CAGNY (Consumer Analyst Group of New York) 2019 Conference where some noteworthy trends in the consumer-packaged goods space were identified.

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      Bank Insights from KBW

      FAM recently attended KBW’s Winter Financial Services Conference. Here are some key trends from the meeting that reinforce our investment thesis within our small regional bank positions.

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      Seeking Quality at Bargain Prices

      As someone once said, “The stock market is the only store in America where, when everything goes on sale, people run out the door!”

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