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.
Highlights of New Florida Trust Acts from 2021
On July 1, 2021, two new acts affecting trusts were in enacted in Florida, the Florida Uniform Directed Trust Act and the Florida Community Property Trust Act. While both of these Acts are targeted in nature, they could provide an excellent planning opportunity for those with the right situation. Read the highlights of these new laws in this article.
2021 Q3 Shareholder’s Letter
DEAR VALUED SHAREHOLDERS: On behalf of FineMark Holdings, Inc.—the Board of Directors, the executive management team, and all our dedicated associates—I am pleased to report on the company’s performance for …
Revisiting the Secure Act
Shortly before the onset of the coronavirus pandemic and the enactment of the CARES Act, the SECURE Act was signed into law. The SECURE Act created the most significant retirement plan changes in over a decade.
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 …
2021 Second Quarter Review & Commentary
“We know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things …
What about that IRA?
As we transition into the second half of the year, now is a good time to reflect on and review the wealth plan you have currently in place. When it …
2021 Q2 Shareholder’s Letter
DEAR VALUED SHAREHOLDERS: On behalf of FineMark Holdings, Inc.—the Board of Directors, the executive management team, and all our dedicated associates—I am pleased to report on the company’s performance for …
FineMark Insights: The Value of Portfolio Rebalancing
When it comes to your investments, working with your advisor to create the strategy that is right for you is critical. But one of the best ways to achieve long …
2020 Annual Report
Review our 2020 Annual Report and letter from our Chairman and CEO, Joseph R. Catti. During a very difficult year with COVID-19, our people once again went above and beyond. …
FineMark Insights: Inflation
June 16, 2021—Listen to FineMark’s CIO, Christopher Battifarano as he discusses FineMark’s view on inflation in a post Covid world and what it means to your portfolio. Click here to …
FineMark Insights: Finding Opportunity in Opportunity Zones
June 09, 2021—It’s been more than three years since Opportunity Zones was first introduced as a program to enhance underserved communities while offering generous tax breaks to wealthy investors. FineMark’s …
