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    Our investors come first – that’s why we have in-house investor relations teams ready to serve you. If you can’t find what you are looking for, please call 800.721.5391.

    Featured news

    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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