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!
If you’ve discovered your identity has been stolen, there are steps you should take immediately to minimize the damage and protect your identity, finances, and credit score. You may want to start by calling your bank and other financial institutions to let them know what’s happening. Setup Alerts At FineMark, we will put an alert …
Given the current market rally year-to-date, what are our thoughts on the equity markets over the next 12 months? The performance of US equity market to date has vastly outstripped our and any other market forecasts we had seen from forecasters at the onset of the year. This rapid price appreciation is partially what led …
Our view has been that we have been in an elevated period of risk for the US to enter a recession, however one has not officially occurred. We say officially because recessions are only known with certitude in hindsight, and we have not been informed by the NBER, The National Bureau of Economic Research that …
In today’s digital age, scammers are continually coming up with new ways to steal people’s money. One of the latest scams involves peer-to-peer payment services like Venmo® and Zelle®. Though these payment services are generally secure, criminals will try to scam you into sending money. Scammers’ Tactics One common tactic is impersonating your bank. You …
While storm clouds remain on the investment horizon, Executive Vice President & Chief Investment Officer Chris Battifarano explains why savvy investors should focus on the long-term, ignore Wall Street chatter, and be aware of mega trends that develop and impact the economic landscape.
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Cyber attackers constantly come up with new ways to trick us into doing things we shouldn’t do, like clicking on malicious links, opening infected email attachments, even giving up our passwords. While all of this may seem overwhelming, most of these attacks share one thing: emotion. By knowing the emotional triggers that cyber attackers try …
Are you ready for hurricane season? Get ready to weather a storm with our comprehensive guide to safeguarding your home and finances. Stay informed, stay safe, and be well-prepared.
If you are looking to maximize insurance coverage on large banking deposits that exceed FDIC limits, FineMark can help. We are part of the IntraFi network, which gives you access to millions of dollars in FDIC insurance, all through FineMark. Senior Bank Officer, Christi Lunsford explains how it works.
FineMark’s Trust Advisor, Read Sawczyn gives a short review on the recent updates to the Secure Act 2.0 and discusses how some of the changes could potentially impact your retirement plans and IRAs.
While 2022 was a challenging year for financial markets, the steady drumbeat of high inflation that dominated headlines appears to be abating and we see reasons to be more optimistic. CIO Chris Battifarano shares the relevance of “Minsky Moments” in 2022 and FineMark’s informed outlook for 2023 and beyond.
Did you know that an estimated one in five seniors is a victim of financial exploitation? Scammers are increasingly targeting seniors by tricking you into giving them money or access to your personal information. Learn how to deter, detect and defend against scammers.
Nearly 80% of employers offer 401(K) plans, but less than half of the country’s employees take advantage of the retirement plan. FineMark’s Private Wealth Advisor Read Sawczyn explains why contributing to your 401(K) can be a smart way to save and reach your retirement goals.
Quantitative easing, inflation, offshore production, and rising energy costs all played a role in global market performance this quarter. Is there any relief in sight? Executive Vice President & Chief Investment Officer, Chris Battifarano breaks it all down, shares insight into current and past bear market performance, and offers FineMark’s recommendation for investors.