Phishing attacks are now the most common method cybercriminals are using to target unsuspecting victims. They’re becoming more customized and difficult to detect. So first, let’s talk about how they’re trying to do this. Traditionally phishing attacks try to get you to… Open an infected email attachment. Click on a malicious link. Ask you to …
How Secure Act 2.0 Could Impact your Retirement Plans and IRAs
It is the beginning of the year and the US government has again provided us with a gift in the form of a $1.7 trillion omnibus spending bill. Specifically, on December 23, 2022, President Biden signed the bill which funds the government through September 30, 2023. In addition to providing funding for the war in …
2022 Year-end Review and 2023 Outlook
As 2022 draws to a close, our investment team has spent considerable time thinking about the year ahead and specifically about investment themes and portfolio positioning. In advance of our year end investment newsletter, which will include more depth on these topics, we wanted to share our latest thoughts for 2023 and beyond. One of …
Markets Adjust to a More Hawkish Fed
FineMark Chief Investment Officer, Chris Battifarano, gives insight as the markets adjust to a more hawkish fed and what that means for investors.
How Scammers Target Seniors
Did you know that an estimated one in five seniors is a victim of financial exploitation? Scammers are increasingly targeting seniors by tricking you into giving them money or access to your personal information. Learn how to deter, detect and defend against scammers.
401k and Saving For Retirement
Nearly 80% of employers offer 401(K) plans, but less than half of the country’s employees take advantage of the retirement plan. FineMark’s Private Wealth Advisor Read Sawczyn explains why contributing to your 401(K) can be a smart way to save and reach your retirement goals. Do you have an estate plan? Contact one of our …
2022 Second Quarter Review & Commentary
Quantitative easing, inflation, offshore production, and rising energy costs all played a role in global market performance this quarter. Is there any relief in sight? Executive Vice President & Chief Investment Officer, Chris Battifarano breaks it all down, shares insight into current and past bear market performance, and offers FineMark’s recommendation for investors.
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The Anatomy of a Bear Market
The benchmark S&P 500 stock index has fallen into bear market territory. FineMark’s Chief Investment Officer, Chris Battifarano, gives insight into how long the slump may last and what investors should consider now.
Be Financially Prepared for a Natural Disaster
Hurricane season is here and while you likely know how to secure your property and what supplies to stock up on, financial preparedness is also important. FineMark offers suggestions on how to identify, collect and update your personal and financial information before a storm strikes.
Secure ACT 2.0: Four Key Enhancements Could Help You Save More for Retirement
A new bill, that could become law later this year, may help Americans put more money away for retirement. FineMark Private Wealth Advisor, Dean Borland, shares some of the key highlights in Secure Act 2.0.
2022 First Quarter Review & Commentary
With the Russian invasion of Ukraine impacting inflation, interfering with global food supplies, and wreaking havoc within the oil and fertilizer industries, continued market volatility seems imminent. But that doesn’t mean your portfolio will also be unstable. Executive Vice President & Chief Investment Officer Chris Battifarano offers FineMark’s perspective on today’s market realities and shares why diversification may be the key to a resilient portfolio.
The Russian Invasion And Its Possible Impact on Your Investment Portfolio
The devastating war in Ukraine has introduced new uncertainty to a stock market that’s already had a shaky start in 2022. FineMark’s Chief Investment Officer Chris Battifarano, shares insight on the potential impact to the markets and your investment portfolio.