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 …
FineMark Chief Investment Officer, Chris Battifarano, gives insight as the markets adjust to a more hawkish fed and what that means for investors.
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 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.
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 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.
Miss our virtual event? Watch the recording of FineMark’s CIO discussion on the fourth quarter and our investment outlook for 2022.
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.
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.
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?
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.
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 how it’s a way to give and get a tax benefit in return. What is a qualified charitable distribution? A qualified charitable distribution (QCD) is …