The close of first quarter means spring is upon us, and while many will be undertaking spring cleaning projects at home, now is also an ideal opportunity to dust off your estate plan documents. After years administering the documents I once drafted as an estate planning attorney, I’ve found most documents are plagued by the …
2019 First Quarter Review and Commentary
FINE POINTS, The Quarterly Trust and Investment Publication of FineMark National Bank & Trust April 2019 | Volume 4 | Issue 2 “Mr. Market is a kind of drunken psycho. Some days he gets very enthused, some days he gets very depressed. And when he gets really enthused you sell to him, and if he …
2019 Power Players Professional Advisor Awards
Original article: Cape Coral Community Foundation https://www.capecoralcf.org/events/2018-power-players-professional-advisor-awards/ (the website has been removed from the Cape Coral Community Foundation) John Bobb was selected as one of seven of the 2019 Power Players Professional Advisor Awards. John G. Bobb is a Senior Vice President and Private Wealth Advisor at FineMark National Bank & Trust’s Fort Myers office. …
Fiduciary Rule
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 …
