10/18/2019

Signature Formalities

How often do we sign our names on credit card receipts, letters, and emails without thinking much about it? I regularly sign credit card receipts as quickly as possible to avoid holding up the line …

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10/18/2019

2019 Third Quarter Review and Commentary

"If you have trouble imagining a 20% loss in the stock market, you shouldn't be in stocks." John C. Bogle Founder and CEO of Vanguard Group (1929 - 2019) This quarter's featured quote comes from, Jack Bogle, who …

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10/15/2019

2019 Q3 Shareholder's Letter

DEAR VALUED SHAREHOLDERS FineMark Holdings, Inc. (OTCQX: FNBT), the parent company of FineMark National Bank & Trust, today announced third quarter 2019 net income of $4.5 million, or $0.50 per diluted share, compared to net income …

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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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07/17/2019

Beyond The Game: How Athletes Invest

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07/15/2019

Donating to Charity Directly From Your IRA: Less Money to Uncle Sam While Supporting a Good Cause

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07/15/2019

2019 Second Quarter Review and Commentary

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04/18/2019

2019 First Quarter Review and Commentary

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