On behalf of everyone at FineMark Holdings, Inc.—the Board of Directors, the executive management team, and our dedicated associates—I am pleased to report on our performance for the third quarter of 2025. Download the PDF.
2025 Third Quarter Review & Commentary
In his third quarter installment of our FinePoints Newsletter, Chief Investment Officer, Chris Battifarano, discusses how shifting trade policies, ebullient equity markets, and evolving labor dynamics are shaping the investment landscape. He offers perspective on what these developments mean for investors and why maintaining balance and diversification remains as critical as ever.
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Five Year-End Financial Planning Tips
With just a few months left in 2025, this is a good time to start thinking about year-end financial planning. Here are five suggestions to ensure 2026 starts on the right note. Donate to charity – Not only does donating benefit others, it provides you with a tax deduction. You can donate appreciated stock and …
2025 Q2 Shareholder’s Earnings Release
On behalf of everyone at FineMark Holdings, Inc.—the Board of Directors, the executive management team, and our dedicated associates—I am pleased to report on our performance for the second quarter of 2025. Download the PDF.
2025 Second Quarter Review & Commentary
Between an ever-shifting tariff landscape, rapidly rising fiscal deficits, and the growing risk of stagflation, the second quarter kept investors on edge—constantly reassessing how markets might interpret the latest developments. In a world that seems to be in a perpetual state of flux, what’s an investor to do? Our Chief Investment Officer, Chris Battifarano, shares FineMark’s perspective on how to navigate this complex environment in this quarter’s market commentary. We believe his insights will provide clarity, context, and confidence in this period of uncertainty.
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The One Big Beautiful Bill
During the first quarter we saw a reversal of several markets. The most consequential was the selloff in US equity markets, on the heels of outsized returns in 2023 & 2024. The Mag 7 stocks that rose to prominence during the market ascent were the biggest losers, not surprisingly. FineMark’s Chief Investment Officer, Chris Battifarano, reviews the quarter and our forward outlook during this period of heightened economic uncertainty.
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2025 Q1 Shareholder’s Earnings Release
On behalf of everyone at FineMark Holdings, Inc.—the Board of Directors, the executive management team, and our dedicated associates—I am pleased to report on our performance for the first quarter of 2025.
2025 First Quarter Review & Commentary
During the first quarter we saw a reversal of several markets. The most consequential was the selloff in US equity markets, on the heels of outsized returns in 2023 & 2024. The Mag 7 stocks that rose to prominence during the market ascent were the biggest losers, not surprisingly. FineMark’s Chief Investment Officer, Chris Battifarano, reviews the quarter and our forward outlook during this period of heightened economic uncertainty.
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Estate Planning for Young Families
Many people think they only need to engage in estate planning if they are older or have significant assets. Estate planning, however, is also important for young people and young families even if they have minimal assets. This not only ensures proper distribution of their assets but will safeguard their family’s financial future and implements …
2024 Fourth Quarter Review & Commentary
2024 brought all the benefits of a bull market, including outsized returns for U.S. equity investors. Looking back on the quarter and the year, Executive Vice President & Chief Investment Officer Chris Battifarano acknowledges the wisdom of capitalizing on opportunity, and offers insight on how to prepare for the eventual return of a bear market.
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How Do I Leave my Bitcoin or Other Cryptocurrencies to my Heirs?
In 2024, the price of Bitcoin rose over 100% and coins currently trade for nearly $100,000. Since its introduction in 2009, Bitcoin has grown to a market capitalization of approximately $2 trillion while the global cryptocurrency market has a market capitalization of around $3.68 trillion. Its ownership has become widespread, with an estimated that 17% …
2024 Third Quarter Review & Commentary
Inflation, the U.S. national debt, and the U.S. economy. Chief Investment Officer Chris Battifarano knows these are the topics keeping FineMark clients awake at night. He addresses these concerns and shares valuable insights to help you sleep more peacefully in the coming months.
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