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!
Hurricane Season 2023: A Guide to Financial Preparedness
Are you ready for hurricane season? Get ready for to weather a storm with our comprehensive guide to safeguarding your home and finances. Stay informed, stay safe, and be well-prepared.
Getting Started with IntraFi Cash Service
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.
Preventing Phishing Attacks
Phishing attacks are now the most common method cybercriminals are using to target unsuspecting victims. And they’re becoming more customized and difficult to detect. Watch a 3-minute video on ways to identify these scams.
How Secure Act 2.0 Could Impact your Retirement Plans and IRAs
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.
2022 Year-end Review and 2023 Outlook
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.
Markets Adjust to a More Hawkish Fed
FineMark Chief Investment Officer, Chris Battifarano, gives insight as the markets adjust to a more hawkish fed and what that means for investors.
How Scammers Target Seniors
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.
401k and Saving For Retirement
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.
2022 Second Quarter Review & Commentary
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.
The Anatomy of a Bear Market
The benchmark S&P 500 stock index has fallen into bear market territory. FineMark’s Chief Investment Officer, Chris Battifarano, gives insight into how long the slump may last and what investors should consider now.
Be Financially Prepared for a Natural Disaster
Hurricane season is here and while you likely know how to secure your property and what supplies to stock up on, financial preparedness is also important. FineMark offers suggestions on how to identify, collect and update your personal and financial information before a storm strikes.
Secure ACT 2.0: Four Key Enhancements Could Help You Save More for Retirement
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.
2022 First Quarter Review & Commentary
With the Russian invasion of Ukraine impacting inflation, interfering with global food supplies, and wreaking havoc within the oil and fertilizer industries, continued market volatility seems imminent. But that doesn’t mean your portfolio will also be unstable. Executive Vice President & Chief Investment Officer Chris Battifarano offers FineMark’s perspective on today’s market realities and shares why diversification may be the key to a resilient portfolio.
The Russian Invasion And Its Possible Impact on Your Investment Portfolio
The devastating war in Ukraine has introduced new uncertainty to a stock market that’s already had a shaky start in 2022. FineMark’s Chief Investment Officer Chris Battifarano, shares insight on the potential impact to the markets and your investment portfolio.
New Reporting guidelines for Third-Party Payment Apps won’t impact Zelle® users
In January of this year, a new tax reporting requirement was announced that will impact 2022 tax returns filed in 2023, regarding third-party payment networks. However, if you use Zelle® for sending money, the rule may not apply.
Cybersecurity: Understanding Cyber Threats
Miss our virtual event on Cybersecurity: Understanding Cyber Threats? Watch the recording! As we grow more dependent upon technology, digital safety is crucial.
