For many investors, sorting through the maze of financial advice can be a daunting task. The 10,000 baby boomers retiring each day (according to AARP), face myriad of choices. Among those, include selecting the right financial professional to help with complicated retirement decisions. All financial advisors tout retirement and investment solutions, but the method by …
2018 Fourth Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust January 2019 | Volume 4 | Issue 1 “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 …
Have I Been Hacked?
No matter how many precautions you take to keep your information secure, there is always a possibility your information can become compromised. If you notice any of the following signs, you may have been hacked: You start receiving legitimate alerts from your anti-virus program. If you are not sure if the alert is legitimate, open …
FineMark Secures Naming Rights for Canterbury School’s Athletic Field
Fort Myers News-Press Published 4:39 p.m. ET Dec. 4, 2018 Canterbury School and FineMark National Bank & Trust announced a 10-year community partnership giving FineMark the naming rights to Canterbury’s new athletic field. FineMark Field will be the new name of the Cougars new football, soccer, and lacrosse field. “FineMark National Bank & Trust has …
OTC Markets Group Welcomes FineMark Holdings, Inc. to OTCQX
OTC Markets Group Welcomes FineMark Holdings, Inc. to OTCQX NEW YORK – December 10, 2018 – OTC Markets Group Inc. (OTCQX: OTCM), operator of financial markets for 10,000 U.S. and global securities, today announced FineMark Holdings, Inc. (OTCQX: FNBT), the parent company of FineMark National Bank & Trust, has qualified to trade on the OTCQX® …
We are Thankful for You!
At FineMark, serving others and giving back is an integral part of our culture and core values. Today, on Giving Tuesday, we pause to say thank you to those who have made our progress possible. In lieu of mailing holiday cards, FineMark will make a donation to the following charities on behalf of our clients, …
FineMark to be listed on the OTCQX®
The Board of Directors of FineMark Holdings, Inc. is pleased to announce its decision to list FineMark Common Stock for trading and quotation on the OTCQX® during the fourth quarter of 2018. The OTCQX is operated by the OTC Markets Group and enables investors to more easily trade privately held stock through the broker of …
FineMark bank to redevelop property for new headquarters in Fort Myers
Article by: Laura Ruane, Fort Myers News-Press Published 11:16 a.m. ET Oct. 12, 2018 A shabby property in south Fort Myers is about to get new life as a banking center. Fort Myers-based FineMark National Bank & Trust is going to bulldoze The Atrium Executive Center, near the corner of College Parkway and Winkler Road, …
2018 Third Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust October 2018 | Volume 3 | Issue 4 Surging U.S. Equities, Monetary Tightening and Emerging Market Debt Shape the Investment Landscape “The four most dangerous words in investing are: ‘this time it’s different.’” – Sir John Templeton The old Wall Street …
Do I still need an Estate Plan?
As of January 1, 2018, The Tax Cuts and Jobs Act doubled the federal estate tax exemption to $11.18 million for individuals and $22.36 million for married couples. This new tax law has left many people asking the question, “Do I still need an estate plan?” Even though you may not be facing any wealth …
Credit Freezes
Original Article from krebsonsecurity.com. By Brian Krebs Tuesday, September 18, 2018 It is now free in every U.S. state to freeze and unfreeze your credit file and that of your dependents, a process that blocks identity thieves and others from looking at private details in your consumer credit history. If you’ve been holding out because …
Arizona Office Donates to Local Golf Team
Kevin Flaaen of FineMark’s Scottsdale office was able to spend some time with the Kingman Academy High School golf team last week. Kingman Academy requested equipment through the non-profit organization, Support My Club. FineMark filled the need with $3,000 worth of supplies including: a laptop for swing analysis, swing sticks, a practice net, practice putting …
