04/18/2019

2019 First Quarter Review and Commentary

"Mr. Market is a kind of drunken psycho. Some days he gets very enthused, some days he gets very depressed. And when he gets really enthused you sell to him, and if he gets depressed, …

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04/18/2019

Spring Cleaning For Your Estate Plan

The close of first quarter means spring is upon us, and while many will be undertaking spring cleaning projects at home, now is also an ideal opportunity to dust off your estate plan documents. After …

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01/10/2019

2018 Fourth Quarter Review and Commentary

“Supply creates its own demand.” Jean-Baptiste Say, French economist After nine consecutive years of gains, the S&P 500 finally experienced a down year in 2018. The performance of the market during the year was somewhat peculiar, …

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01/10/2019

Fiduciary Rule

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12/20/2018

2019 Investment Roundtable Discussions

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12/10/2018

OTC Markets Group Welcomes FineMark Holdings, Inc. to OTCQX

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10/18/2018

FineMark to be listed on the OTCQX®

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10/16/2018

Do I still need an Estate Plan?

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10/16/2018

2018 Third Quarter Review and Commentary

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