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 term success, is a step many people miss. Chief Investment Officer Chris Battifarano explains the value of rebalancing your portfolio. Click here to watch the …
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 Chris Highmark talks about the program and potential opportunities that still exist. Have questions? Please click here to contact us. Follow us on social media! …
FineMark Insights: Bitcoin
June 02, 2021—One of the hottest investment trends right now is Bitcoin. But with all of the hype around this cryptocurrency, there is a lot volatility. Andrew Potter talks about the risks and shares FineMark’s position on Bitcoin. Have questions? Please click here to contact us. Follow us on social media! Click to follow us …
Cracking the Code, FL Weekly Feature
Thinking about investing in cryptocurrency? Check out the article attached from Fort Myers Florida Weekly that features FineMark’s, Andrew Potter and our thoughts on cryptocurrency as a long-term investment strategy. Interested in learning more about cryptocurrency? Stay tuned for a deeper dive on this topic next week when we release our latest video installment discussing …
Investors Looking to Generate Income
4-Min Video: What can investors looking to generate income in this lower for longer interest rate environment do? June 9, 2020—FineMark’s question of the week: What can investors looking to generate income in this lower for longer interest rate environment do? FineMark CIO Chris Battifarano weighs in.
