News

  • CryptoLocker Explained

    Tuesday, July 15, 2014

    CryptoLocker: What is it? How can you protect yourself against it?

    CryptoLocker Explained
  • Quarter 2 Market Review

    Tuesday, July 15, 2014

    The equity and bond markets continued to defy expectations in the second quarter with both registering gains. The stock market indexes continued to set new highs as bond yields fell...

    Quarter 2 Market Review
  • Top 10 Tax Breaks You'll Miss in 2014

    Tuesday, July 15, 2014

    When the clock struck midnight on December 31, 2013, a number of popular tax benefits, commonly included in the list of provisions referred to as "tax extenders" expired.

    Top 10 Tax Breaks You'll Miss in 2014
  • Advisor by Day, Rock n' Roll by Night

    Friday, June 13, 2014

    Did you know… Private Wealth Advisor, Bob Sizemore plays rhythm guitar, lead and backup vocals for his band, Redemption? By day, you’ll likely see Bob in a bow tie...

    Advisor by Day, Rock n' Roll by Night
  • Market in Review - May

    Friday, June 13, 2014

    "Sell in May, go away" wasn't a winning strategy last month. Investors regained interest in Nasdaq stocks, giving the index its strongest gains since February...

    Market in Review - May
  • Market Month in Review - April

    Wednesday, May 14, 2014

    The rotation out of momentum stocks that began in early March continued in April, hitting many of the tech and biotech high-fliers that had soared earlier in the year...

    Market Month in Review - April
  • Retirement Confidence on the Rise

    Wednesday, May 14, 2014

    According to the Annual Retirement Confidence Survey (RCS), Retirement confidence seems to have improved from record lows over the past five years.

    Retirement Confidence on the Rise
  • Quarter 1 Market in Review

    Wednesday, April 16, 2014

    The first quarter of 2014 saw both increased volatility and the S&P 500 hitting all-time highs. Here at FineMark, we expect more of the same volatility to take us through the second quarter.

    Quarter 1 Market in Review
  • Account Notification - HeartBleed

    Friday, April 11, 2014

    As you may be aware, a dangerous flaw has been discovered in the key safety feature for surfing secure websites, specifically, the feature that keeps your private information hidden...

    Account Notification - HeartBleed
  • Market Month in Review - February

    Friday, March 14, 2014

    The Nasdaq continued to lead the pack, the S&P 500 had an all-time high, and the Russell 2000 had a strong month, leaving the Dow industrials the only one down for the year despite February gains.

    Market Month in Review - February
  • The Frugal Habits of Millionaires

    Friday, March 14, 2014

    The word "millionaire" typically conjures up images of a lavish, jet-setting lifestyle, but behind the scenes, that may not always be the case. Many live a modest, if not downright frugal lifestyle...

    The Frugal Habits of Millionaires
  • The Gift of Estate Planning

    Friday, March 14, 2014

    Estate Planning can be difficult because it requires us to think about our mortality. However, providing important documents is a gift not only to your family members, but a gift of peace of mind to yourself.

    The Gift of Estate Planning
  • Easy Money Winds Down, Markets React

    Friday, February 14, 2014

    The Dow Jones Industrial Average ended 2013 at a new record, the S&P 500 reached a high two weeks later, but by the end of January, things looked a little different. What is going on?

    Easy Money Winds Down, Markets React
  • File Your Taxes Before Fraudsters Do!

    Friday, February 14, 2014

    If you haven’t yet started working on your 2013 tax returns, here’s another reason to get motivated… Tax criminals and identity thieves may very well beat you to it.

    File Your Taxes Before Fraudsters Do!

2014

2013