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