01/27/2020

Introduction To The SECURE Act

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (“SECURE Act”) into law. The SECURE Act was signed in the middle of the holiday season and was tucked …

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01/27/2020

2019 Fourth Quarter Review and Commentary

"Run for your life from any man who tells you that money is evil. That sentence is the leper's bell of an approaching looter." Atlas Shrugged by Ayn Rand Happy New Year! The end of 2019 marked both …

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01/15/2020

2019 Q4 Shareholder's Letter

DEAR VALUED SHAREHOLDERS, On behalf of everyone at FineMark National Bank & Trust—the Board of Directors, the executive management team and all of our dedicated associates—I am pleased to report on the bank’s performance for the …

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01/07/2020

Estate Plan Review

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10/18/2019

Signature Formalities

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10/18/2019

2019 Third Quarter Review and Commentary

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10/15/2019

2019 Q3 Shareholder's Letter

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09/16/2019

Opportunity Zones

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07/17/2019

Transferring Your Values, Not Just Your Bank Account

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