A familiar voice or face may not be what it seems. Deepfake technology is enabling criminals to impersonate trusted individuals with alarming accuracy. Learn how these scams work—and the simple steps you can take to verify requests and protect yourself.
Trump Accounts: A New Way to Save for a Child’s Future
Parents and grandparents are always looking for ways to support a child’s future. Beginning in 2026, new “Trump Accounts” may offer a tax‑advantaged way to save and invest for children. While details are still evolving, these accounts could become a meaningful part of long‑term planning. Watch our short video and read the full article to learn how these accounts work and what to consider.
Don’t Let a Pop-Up Panic You
Tech support scams rely on urgency and trust to gain access to your devices. Watch our short video and read an article on how one convincing message can lead to fraud and the warning signs you should never ignore.
Financial Readiness Checklist for Hurricane Season
Financial Readiness Checklist for Hurricane Season Hurricane season officially got underway on June 1. While many people focus on preparing their homes, it’s equally important to make sure your finances are ready. That’s because a hurricane can disrupt more than just property. It can interrupt income, limit access to funds, delay payments, and create unexpected …
Social Media Scams
Social media has become part of everyday life, but it has also become one of the fastest-growing tools for scammers. Discover why social media fraud is increasing and a few important ways to help protect yourself online.
Dear FineMark… What Documents Should We Have in Place Before There’s a Health Crisis?
In previous Dear FineMark conversations, we’ve talked about inheritance, beneficiary designations, and how family dynamics can complicate even the most thoughtful estate plans. Today’s question reminds us that sometimes, it’s not the paperwork that creates uncertainty, it’s the lack of paperwork.
Sextortion Explained: The Scam That Thrives on Fear
Video: Sextortion Explained: The Scam That Thrives on Fear Recorded On: April 27, 2026 It often starts with a message that feels personal. A stranger claims they’ve been watching you, recorded something compromising, and will make it public unless you pay. Even if it sounds unlikely, the reaction is immediate and panic sets in. This …
Beware of a Government‑Impersonation Scam
It starts with a call that feels legitimate and urgent. Someone claiming to be from a government agency warning your bank account may be at risk. What happens next is something we’re seeing more often, and once the money has been handed over, it is difficult, if not impossible, to get back.
Dear FineMark… We’re Getting No Answers About Our Father’s Estate
In previous Dear FineMark conversations, we’ve talked about inheritance, beneficiary designations, and how family dynamics can complicate even the most thoughtful estate plans. Today’s question reminds us that sometimes, it’s not the paperwork that creates uncertainty, it’s the lack of paperwork.
Dear FineMark…Inheritances Often Come With Both Opportunity And Questions.
What happens when love and long-term planning intersect with a meaningful inheritance? In today’s Dear FineMark, Trust Administrator Read Sawczyn explains how to protect inherited assets, avoid commingling, and plan confidently for the future.
Tax Scams
The Federal Trade Commission also has a warning out regarding calls from scammers claiming they are from the IRS. They use official sounding language and threaten to take immediate action if you don’t comply with their demands.
2025 Fourth Quarter Review & Commentary
In this quarter’s investment commentary, Chief Investment Strategist Chris Battifarano reflects on the importance of disciplined risk management amid heightened policy changes, political uncertainty, and evolving global dynamics. Drawing upon lessons from market history and the late Peter Bernstein, we encourage diversification, and long-term perspective over emotional, short-term oriented decisions. Chris reviews key market developments from 2025 and outlines potential risks and opportunities for the year ahead, including fiscal policy, monetary leadership changes, valuation concerns, and the accelerating trend toward deglobalization.
