News

  • 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!
  • Market Month in Review - January

    Friday, February 14, 2014

    The global equity markets had a rough start to 2014 with most major indexes posting losses. After a strong 2013 where the S&P 500 was up more than 30%, many market strategist and investors...

    Market Month in Review - January
  • 2013 Annual Market Review

    Tuesday, January 21, 2014

    Standoffs, sequestration, shutdown, and suspense in Washington supplied the wall of worry that equities markets are said to be so fond of climbing. And climb it they did...

    2013 Annual Market Review
  • IRA and Retirement Plan Limits for 2014

    Tuesday, January 21, 2014

    Learn about the maximum amount you can contribute to a traditional IRA or Roth IRA and the maximum catch-up contribution for those age 50 or older in 2014.

    IRA and Retirement Plan Limits for 2014
  • Year-End Tax Planning

    Monday, December 16, 2013

    As the end of the 2013 tax year approaches, set aside some time to evaluate your situation. Here are some things to keep in mind as you consider potential year-end tax moves.

    Year-End Tax Planning
  • Investment Planning for Year-End

    Friday, November 15, 2013

    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.

    Investment Planning for Year-End
  • Market Month in Review - October

    Friday, November 15, 2013

    In October, equities eventually managed to build on September's Fed relief rally, thanks to...

    Market Month in Review - October
  • Government Shutdown Explained

    Thursday, October 17, 2013

    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.

    Government Shutdown Explained
  • Quarter 3 Market in Review

    Thursday, October 17, 2013

    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.

    Quarter 3 Market in Review

2013