If the markets have taught us anything over the past two years, it’s to expect the unexpected. While more of the same may be on the horizon, history can help investors anticipate what can’t be precisely predicted. Executive Vice President & Chief Investment Officer Chris Battifarano offers FineMark’s perspective on 2021 and shares how looking back at historical performance can provide insight into what lies ahead.
2021 Third Quarter Review & Commentary
It was another strong quarter for markets, but that didn’t make Q3 2021 any less predictable. Executive Vice President & Chief Investment Officer Chris Battifarano shares FineMark’s perspective on the quarter overall and spotlights key elements – inflation, quantitative easing, anticipated tax increases, and more – to help you understand their impacts.
Mobile Payment Apps
Peer-to-peer payment apps like Zelle® and Venmo make paying for things really simple, but they have also caught the eye of scammers, looking to take advantage. FineMark’s Christi Lunsford has suggestions to keep your money safe.
Tapering and Rising Rates, and What it Means to Investors
Rates are moving higher in the wake of a recovering economy and signs of a pick up in the inflation rate. What does this move mean for investors?
Updating Your Software
Cyber criminals are constantly looking for new vulnerabilities in the software you use every day. From your laptop to your cell phone to the mobile apps on that phone, bad guys are looking to break in, which is why software updates are so important. FineMark’s IT and CRM Specialist Kim Wargo explains.
Portfolio Actions You Can Take Today To Prepare For Higher Taxes Tomorrow
House Democrats have unveiled a sweeping proposal for tax hikes on big corporations and wealthy Americans. And while many are taking a wait-and-see approach, there are investment strategies that you may want to consider now. FineMark Portfolio Manager Chris Highmark’s takes a look.
Help! I’ve been hacked! Now What?
No matter how secure you try to be online, there’s always a chance you’re accounts will get hacked! FineMark’s Kim Wargo reviews the signs to look out for and the …
What is a QCD and How Does it Work?
If you are charitably inclined and you’re looking for a way to donate this year, you may want to consider a qualified charitable distribution. FineMark Trust Administrator, Grace Gutierrez explains …
Stay Long Gold
Gold prices have not performed as anticipated over the past 12 months, but as FineMark’s CIO Chris Battifarano explains, gold remains an important part of a diversified portfolio.
Digital Inheritance
Houses, cars, artwork, jewelry. Most people are aware of these valuable physical assets because they see and use them every day. But did you know that digital content are assets …
Should I enable two-factor authentication?
Cybercriminals always find new ways to break into emails and bank accounts. And while little is foolproof, FineMark’s Kim Wargo shares one step you can take right now, that will make it a lot tougher for criminals.
Keeping Your Cloud Storage Safe
It seems like everyone uses “the cloud” these days to store and manage their data. But how do you know your information is safe and what can you do to help keep it secure? FineMark’s IT & CRM Specialist, Kim Wargo, shares some valuable insight.
