Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
Read FineMark's 3rd Quarter Shareholder's Letter from the President, Joseph R. Catti.
Despite being spooked for much of the month, both the S&P and the Dow industrials rallied strongly to end the month at fresh all-time records. Generally encouraging corporate earnings from...
Having a strong password is key to online account security. Given the damage that can result from unauthorized access your account information, it helps to pay attention to these simple rules.
FineMark National Bank & Trust celebrated its five year anniversary at Shell Point Retirement Community in Fort Myers. View images from the event here!
The equity markets have been experiencing an increase in volatility over the last month. We expect the markets to remain volatile over the next several months but our optimism for US stocks remain.
A Large Interest - By Mark Gordon. Just how good they are sometimes depends on a client’s appetite.
Large retailers have been targeted in recent credit and debit card security breaches. While we cannot eliminate debit card fraud, FineMark does offer one way to limit the risk.
Investors regained an appetite for risk in August, seeming to focus on generally encouraging Q2 economic data and corporate earnings reports rather than tensions overseas.
FineMark is pleased to announce a series of financial workshops for women. The series focuses on women developing independent financial wisdom, wealth creation and preservation.
Americans, by and large, are do-it-yourselfers. However, do-it-yourselfers may want to exercise a bit of caution when it comes to DIY estate planning and here's why...
Fraud Alert regarding a new hoax called the Jury Duty Scam. FineMark explains what it is and how it works.
What is the difference between a living will and a living trust? While both are important estate planning devices they are quite different.
Encouraging economic news, generally positive Q2 corporate earnings reports, and stable Federal Reserve policy had to battle multiple geopolitical conflicts for investor attention...
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- 07/15/2014 - Quarter 2 Market Review
- 07/15/2014 - Top 10 Tax Breaks You'll Miss in 2014
- 06/13/2014 - Advisor by Day, Rock n' Roll by Night
- 06/13/2014 - Market in Review - May
- 05/14/2014 - Market Month in Review - April
- 05/14/2014 - Retirement Confidence on the Rise
- 04/16/2014 - Quarter 1 Market in Review
- 04/11/2014 - Account Notification - HeartBleed
- 03/14/2014 - Market Month in Review - February
- 03/14/2014 - The Frugal Habits of Millionaires