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...
CryptoLocker: What is it? How can you protect yourself against it?
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...
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.
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...
"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...
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...
According to the Annual Retirement Confidence Survey (RCS), Retirement confidence seems to have improved from record lows over the past five years.
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...
- 03/14/2014 - The Gift of Estate Planning
- 02/14/2014 - Easy Money Winds Down, Markets React
- 02/14/2014 - File Your Taxes Before Fraudsters Do!
- 02/14/2014 - Market Month in Review - January
- 01/21/2014 - 2013 Annual Market Review
- 01/21/2014 - IRA and Retirement Plan Limits for 2014
- 12/16/2013 - Year-End Tax Planning
- 11/15/2013 - Investment Planning for Year-End
- 11/15/2013 - Market Month in Review - October
- 10/17/2013 - Government Shutdown Explained
- 10/17/2013 - Quarter 3 Market in Review