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.
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...
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.
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...
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 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?
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.
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...
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...
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.
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.
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.
- 10/17/2013 - Quarter 3 Market in Review
- 09/13/2013 - Famous People who Failed to Plan
- 09/13/2013 - Market Month in Review - August
- 08/15/2013 - Market Month in Review - July
- 08/15/2013 - Mid-Year Tax Planning
- 07/15/2013 - Good News Hurts the Markets?
- 07/15/2013 - Quarter 2 Market in Review
- 04/16/2013 - Estate Tax After the Fiscal Cliff
- 04/16/2013 - Quarter 1 Market in Review
- 03/15/2013 - IRA Contributions
- 03/15/2013 - Market Month in Review - February