Our Experts' Perspectives
Our highly experienced financial professionals are selected for their expertise, civil leadership and commitment to service. Working together as one dedicated team, they help ensure our clients’ financial success.
Here, our private wealth advisors and senior bankers share their knowledge on a variety of topics to help you stay informed and financially savvy. Check out the videos in our exclusive library to learn more!
Secure ACT 2.0: Four Key Enhancements Could Help You Save More for Retirement
SVP, Private Wealth Advisor, Trust
A new bill, that could become law later this year, may help Americans put more money away for retirement. FineMark Private Wealth Advisor, Dean Borland, shares some of the key highlights in Secure Act 2.0.
Investment
Discover our experts’ unique takes on what’s happening at home and abroad through Insights, FineMark’s investment video series. In this first set of videos, FineMark’s Chief Investment Officer (CIO), Chris Battifarano, answers your questions about worldwide markets and the global economy.
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2022 First Quarter Review & Commentary
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The Russian Invasion And Its Possible Impact on Your Investment Portfolio
2021 Q4 Review & 2022 Outlook
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2021 Fourth Quarter Review & Commentary
2021 Third Quarter Review & Commentary
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Tapering and Rising Rates, and What it Means to Investors
Portfolio Actions You Can Take Today To Prepare For Higher Taxes Tomorrow
What is a QCD and How Does it Work?
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Stay Long Gold
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FineMark Insights: The Value of Portfolio Rebalancing
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FineMark Insights: Inflation
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FineMark Insights: Finding Opportunity in Opportunity Zones
Women’s Financial Series
The Aspire video series empowers, inspires and enables women by instilling confidence through financial education. Adria Starkey, Executive Vice President and President of FineMark National Bank & Trust (Collier County), has championed women’s financial education for decades and shares her knowledge in this special series.
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Estate Planning Essentials
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Planning Your Own Future
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Our Past Doesn’t Have To Dictate Our Future
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Why Women’s Financial Lives Are Different
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5 Wishes
Technology
From the latest in banking technology to tips on how to protect your personal information and avoid sophisticated cyber scammers, FineMark’s senior bankers share our newest features and capabilities to safeguard your wealth.
New Reporting guidelines for Third-Party Payment Apps won’t impact Zelle® users
Cybersecurity: Understanding Cyber Threats
Mobile Payment Apps
Updating Your Software
Help! I’ve been hacked! Now What?
Digital Inheritance
Should I enable two-factor authentication?
Keeping Your Cloud Storage Safe
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Beware of Phone Scams
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Mobile App Safety
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Be Financially Prepared for a Natural Disaster
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Identity Theft, Warning Signs and Ways to Prevent It
Trust & Estate
In this video series, FineMark’s private wealth advisors break down what it means to become a trustee, explain the responsibilities that accompany the role, and highlight the value of proactive and proper estate planning.
Secure ACT 2.0: Four Key Enhancements Could Help You Save More for Retirement
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