You might not enjoy sitting down to do year-end investment planning, but at least this fall you can make plans with greater certainty. Here are some factors to keep in mind as the year winds down.
In October, equities eventually managed to build on September's Fed relief rally, thanks to...
President Obama signed an 11th-hour deal, passed by Congress to end a partial government shutdown and pull the world's biggest economy back from the brink of a historic debt default.
The 3rd quarter of 2013 has come to an end. As we move into the last part of 2013, we at FineMark are here to help you navigate these obstacles.
You might think that those who are famous would be planning their estates properly. Yet, there are plenty of celebrities who died with inadequate or nonexistent estate plans.
After July's record closes for the S&P 500, the Dow industrials, and the Russell 2000, equities melted like ice cream in August. Renewed fears of Fed tapering, anxiety about the prospect of a...
We are now solidly into the 3rd quarter of 2013 and summer is coming to a close. The equity markets have remained strong throughout July after a brief rest in June. The focus remains on...
The American Taxpayer Relief Act of 2012, passed in January largely set the rules for tax planning in 2013 and beyond. As you consider your tax situation, here are a few things to keep in mind.
In recent months, relatively good news has made investors more anxious. Why has improving economic data somehow helped create turmoil in financial markets?
This month’s market review below summarizes the volatility that the financial markets have experienced throughout the month of June. Here at FineMark we anticipate...
After threatening to go over the fiscal cliff, the gift tax, estate tax, and generation-skipping transfer (GST) tax have come in for a soft landing. FineMark explains the extended provisions.
The first quarter was a very impressive start to 2013. The Dow Jones Industrial Average and the S&P 500 indexes both eclipsed their previous highs from 2007. The US markets...
There's still time to make a regular IRA contribution for 2012! You have until your tax return due date (not including extensions) to contribute. For most, the deadline is April 15, 2013.
Continued improvements in economic data seemed to trump any investor anxiety about the impending package of budget cuts known as the sequester.
- 02/15/2013 - Interest Rates and Estate Planning
- 02/15/2013 - Market Month in Review - January
- 02/15/2013 - Q&A: Social Security
- 01/16/2013 - American Taxpayer Relief Act Provisions
- 01/16/2013 - Annual Market Review of 2012
- 12/17/2012 - IRA & Retirement Plan Limits for 2013
- 12/17/2012 - Year-End Chartiable Giving
- 11/16/2012 - Post Election Review
- 11/16/2012 - The Fiscal Cliff
- 10/16/2012 - Quarterly Market Review, July - September
- 10/16/2012 - The Investment Tax Landscape