An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save for retirement, or invest in your future.
ACTIVE MANAGEMENT: A DIFFERENT APPROACH
Over Fenimore Asset Management’s 50 years of investing, experience shows that a strategy focused on active research and high-conviction investments in quality businesses is more effective than trading activity.
In a recent whitepaper, Fenimore Portfolio Manager, Marc Roberts, CFA®, points to Fenimore’s investment management philosophy and active management of equities – how the correlation between active research and high-quality, concentrated portfolios with lower turnover and higher ROIC can create attractive returns as benchmarked against peers.
Review Fenimore’s Active Management Strategy for your Family Office.
If you’re interested in learning more about Fenimore, their market-tested independent, in-depth research process, and active management strategy, please contact Christian Snyder.
See how Fenimore could be a good fit for your family office.
About Fenimore Asset Management
Fenimore was founded in 1974 with the mission of protecting and growing capital over the long term for our investors. To accomplish this, we conduct in-depth, independent investment research as we seek to maximize return and minimize risk. At the end of the day, our greatest priority is serving investors with excellence and integrity. We are proud to offer mutual funds, retirement planning, portfolio management, and more. Contact us today to learn more about us or to arrange a meeting with one of our associates.
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The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That's why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates, possible elimination of valuation discounts, increase in capital gains tax, enactment of a wealth tax, and the continued burden of the gift tax, estate tax and generation skipping tax.
Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC. Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.
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